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Scalebuilder, LLC
SEC-regulated
Registered investment advisor
Scalebuilder LLC, established in January 2021, offers investment advisory services to private funds, focusing on capital preservation and long-term appreciation through listed securities. The firm manages approximately $258,900,000 in regulatory assets on a discretionary basis. Scalebuilder charges performance-based fees and does not receive management fees from the Partnership or Astraeus Fund. Clients must meet minimum investment thresholds of $1,000,000 for the Partnership and $500,000 for Astraeus Fund. The firm exercises full investment discretion, allocating assets to sub-advisors based on their strategies. Scalebuilder employs a diverse range of investment instruments, including equities, bonds, derivatives, and commodities. Risks include limited operating history, reliance on sub-advisors, and market volatility. The firm has a Code of Ethics for employee conduct and compliance. Scalebuilder has custody over client assets and exercises voting authority on client securities. The firm's financial condition is sound, with no impairments or bankruptcy history. For more details, visit www.adviserinfo.sec.gov.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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