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Scotia Partners, LLC

EST. AUM
$110,730,178

CONTACTS

CLIENT ACCOUNTS
2

Firm Details

Metro area Philadelphia
CRD Number 140568
Website scotiapartners.com
Client types

Overview

Scotia Partners, LLC is a Spring City, Pennsylvania-based registered investment adviser founded in 2006. It provides discretionary investment management to individuals, pension plans and other investment advisers. Its actively managed tactical process is based on quantitative and technical market information, including price, volume and market-breadth data. Portfolios are generally allocated among mutual funds, exchange-traded funds and common stocks and are continuously monitored. The firm generally requires a $250,000 account minimum and charges asset-based fees that ordinarily do not exceed 2.50%. As of 31 December 2025, it reported approximately $110.73 million in discretionary regulatory assets under management and no non-discretionary assets.

Platform Details

Investment Preferences

Alternative Activity

Address

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

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