Advising private clients, families, and institutions on complex matters of asset management
We will help you develop and implement a strategy to achieve your goals.
Clients turn to Scale Capital Group for the attention, time, and expertise our teams provide. They value the difference of working with an independent firm that aligns with their interests—free from the pressure of outside shareholders.
What sets us apart is the depth and breadth of planning that precedes the execution of any asset management strategy.Scale Capital Group was founded with the goal of helping investors diversify their portfolios effectively and strategically.
About Scale
Capital Group
We are an independent investment partnership known for our long-term thinking, responsible approach to business, and entrepreneurial spirit. These principles have defined our partners for over 30 years of operation in the U.S. market. For our clients, colleagues, and society as a whole, we always strive to do what is right and honor our commitment to sustainable quality.
Assets under management or custody*
Total capital ratio*
Liquidity coverage ratio*
Full-time equivalent employees
Offices all around the world
*Figures as of 31 March 2025 (unaudited data)