G. Scott Capital Partners, Llc
- Regulatory AUM
- $48.9M
- Discretionary
- $44.4M
- Clients
- 3
- Avg AUM / client
- $16.3M
- Accounts
- 3
- Employees
- 3
AUM over time
Annual snapshots from Form ADV filings · as of Mar 23, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 2 | $44.4M | 90.8% |
| Corporations and other businesses | 1 | $4.5M | 9.2% |
Private funds (5)
Reported in Form ADV Section 7.B.(1), filing of Sep 2017 · $94.7M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| G. Scott Capital Partners I, L.P. | Private Equity Fund | Delaware | $33.8M | 4 |
| Gscp Valterra, Llc | Other Private Fund | Delaware | $27.8M | 8 |
| Rlsi Csp Capital Partners, Llc | Other Private Fund | Delaware | $13.3M | 13 |
| Gscp Mcs, Llc | Other Private Fund | Delaware | $12.7M | 9 |
| S&S Equity Partners I Llc | Other Private Fund | Delaware | $7.2M | 8 |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Scott, Frances, Annette | Trustee | Dec 1993 (33y) | ≈ 10.55% – 50% via Frances Annette Scott Revocable Trust U/T/A Dated December 14, 1993, As Amended | |
| Gregory David Scott | Manager | Nov 2012 (14y) | ≈ 37.5% – 75% via G. Scott Holding, Llc | |
| Beller, Kathryn, Payne | Chief Compliance Officer | Aug 2017 (9y) | Less than 5% | |
| Andrew Kern Maurer | Registered representative | Nov 2017 (9y) | ||
| Frederick Bradley Scholtz | Registered representative | Dec 2017 (9y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| G. Scott Holding, Llc | Member | Dec 2012 | A | 75% or more |
| Frances Annette Scott Revocable Trust U/T/A Dated December 14, 1993, As Amended | Member | Dec 2012 | B | ≈ 14.06% – 50% via Tally 1, Llc |
| Tally 1, Llc | Member | Dec 2012 | B | ≈ 18.75% – 50% via G. Scott Holding, Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Scott, Frances, Annette: 75% – 100% of Frances Annette Scott Revocable Trust U/T/A Dated December 14, 1993, As Amended × 75% – 100% of Tally 1, Llc × 25% – 50% of G. Scott Holding, Llc × 75% – 100% direct ≈ 10.55% – 50% of the firm
- Gregory David Scott: 50% – 75% of G. Scott Holding, Llc × 75% – 100% direct ≈ 37.5% – 75% of the firm
- Frances Annette Scott Revocable Trust U/T/A Dated December 14, 1993, As Amended: 75% – 100% of Tally 1, Llc × 25% – 50% of G. Scott Holding, Llc × 75% – 100% direct ≈ 14.06% – 50% of the firm
- Tally 1, Llc: 25% – 50% of G. Scott Holding, Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (5, $94.7M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| G. Scott Capital Partners I, L.P. | Private Equity Fund | $33.8M | $1.0M | 4 |
| Gscp Valterra, Llc | Other Private Fund | $27.8M | $20.0K | 8 |
| Rlsi Csp Capital Partners, Llc | Other Private Fund | $13.3M | $25.0K | 13 |
| Gscp Mcs, Llc | Other Private Fund | $12.7M | $20.0K | 9 |
| S&S Equity Partners I Llc | Other Private Fund | $7.2M | $100K | 8 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/23/2026 | 1.5 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Performance-based fees
- • Other fees
- • CARRIED INTEREST AND OVERHEAD REIMBURSEMENT
Services
- • Portfolio management for pooled investment vehicles
- • Other services
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 23, 2026.
View current Form ADV (SEC/IAPD) ↗