ScaleBuilder

EST. AUM
$145,835,020

CONTACTS
3

CLIENT ACCOUNTS
3

Firm Details

Metro area New York City
CRD Number 313276
Website scalebuilder.net
Client types

Overview

ScaleBuilder is a family office that specializes in managing wealth for high-net-worth individuals and families, focusing on providing tailored investment strategies to build and preserve long-term wealth. The firm is committed to identifying high-potential opportunities in both traditional and alternative asset classes, leveraging its extensive network and market expertise to access exclusive investment opportunities. ScaleBuilder takes a disciplined, research-driven approach to investing, emphasizing the importance of due diligence, risk management, and active portfolio management. With a focus on creating long-term value, the firm works closely with clients to ensure that each investment strategy is aligned with their unique financial goals and risk tolerance.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

ScaleBuilder

Platform Details

Investment Preferences

Alternative Activity

Address

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