|
⚲
|
| Scalebuilder LLC
✚
|
|
|---|---|
| CRD # | 313276 |
| SEC # | 801-126334 |
| CIK # | |
| AUM | $145.8 M (2026-03-30) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 617-224-6046 |
| Address | 410 Park Avenue New York, NY 10022 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Scalebuilder T8 Fund LP | 2024-03-29 | 0.1 | |
| HF | Astraeus Fund Limited | 2021-08-09 | 14.1 | |
| HF | Scalebuilder Allocation Format LP | [2021-08-09] | 78.9 | 145.8 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 3 | 145.8 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3 | 145.8 |
| By Discretionary | ||
| Discretionary | 3 | 145.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3 | 145.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 14.1 | |
| United States Persons | 131.7 | |
| Total | 3 | 145.8 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Jeffrey Spotts | 5 | 3 | ||
| Brendan McCarty | 3 | 2 | ||
| Scalebuilder LLC | 3 | 2 | ||
| Robert Doeberl | 2 | 2 |
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|
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