Scott Capital Partners Llp
- Regulatory AUM
- $971M
- Discretionary
- $857M
- Clients
- 87
- Avg AUM / client
- $11.2M
- Accounts
- 87
- Employees
- 20
AUM over time
Annual snapshots from Form ADV filings · as of Jun 19, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 5 | $2.6M | 0.27% |
| High net worth individuals | 80 | $962M | 99.2% |
| Banking or thrift institutions | 0 | $0 | — |
| Pension and profit sharing plans | 0 | $0 | — |
| Charitable organizations | 0 | $0 | — |
| State or municipal government entities | 0 | $0 | — |
| Other investment advisers | 0 | $0 | — |
| Insurance companies | 0 | $0 | — |
| Sovereign wealth funds and foreign official institutions | 0 | $0 | — |
| Corporations and other businesses | 0 | $0 | — |
| Other | 2 | $5.5M | 0.57% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Scott, David, Martin | Executive Member And Managing Partner | May 2022 (4y) | 50% – 75% | |
| Gibbs, James, Edmund Geoffrey | Executive Member And Coo | Sep 2022 (4y) | 5% – 10% | |
| Lakshmanan, Meenakashi | Executive Member And Chief Investment Officer | Sep 2022 (4y) | 5% – 10% | |
| O'shaughnessy, Anna, Frances Grace | Executive Member, Cco And Ccro | Sep 2022 (4y) | Less than 5% | |
| Tozer, Jeanette, Mary | Executive Member And Head Of Investment Management | Dec 2022 (4y) | 5% – 10% | |
| Pfister, Britta | Executive Member And Head Of Family Governance | Jan 2023 (4y) | Less than 5% | |
| Thomas Charles Starkie | Registered representative | Dec 2025 (1y) |
Undisclosed: 0% – 35% of the firm is not attributable from the filed Schedule A bands.
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/19/2026 | 904 KB | 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
- • Percentage of assets under management
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Brown Shipley & Co $426M (44% of AUM) Jun 2026
- Bank Pictet & Cie (Europe) Ag, London Branch $103M (11% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 19, 2026.
View current Form ADV (SEC/IAPD) ↗