Scalebuilder, LLC
SEC RegisteredBRING YOUR INVESTMENT PROGRAM UP TO SCALE
About the firm
Scalebuilder specializes in Multi-Manager Allocation Platforms for Allocators and Portfolio Managers. Allocators enjoy a turn-key setup of their own multi-manager SMA program, while Portfolio Managers have a unique way to showcase their strategy, receive allocations via SMA, and build their businesses.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Multi-Manager Allocation Platforms including turn-key multi-manager SMA program setup for Allocators, and SMA-based allocation and business-building solutions for Portfolio Managers. Allocates primarily to Equity Long/Short strategies including Equity Market Neutral/Low Net, Quantitative Investing, Prop Trading, Capital Markets, Equity Directional (hedged), Arbitrage, Special Situations, Corporate Action Trading, and Asymmetrical Strategies.
Who they serve
Allocators and Portfolio Managers; Principals are institutional investors located in the United States and Switzerland.
| Client segment | Clients | Assets managed |
|---|---|---|
| Pension/Profit Sharing Plans | 3 | $146M |
Leadership
Office locations
Regulatory & compliance
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Scalebuilder, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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