# Scotia Partners, LLC

> Scotia Partners, LLC is an SEC-registered investment advisory firm, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 14, 2026.

- CRD: 140568
- Filed as: SCOTIA PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: September 14, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/140568
- AdvisorCensus page: https://advisorcensus.com/firm/scotia-partners-llc-140568

## Quick answers

**How is Scotia Partners, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Scotia Partners, LLC reports these compensation arrangements: a percentage of assets under its management.

**Is Scotia Partners, LLC registered with the SEC or a state?**
Scotia Partners, LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 140568.

**How much does Scotia Partners, LLC manage?**
Scotia Partners, LLC reports $110,730,178 in regulatory assets under management in its Form ADV filing dated September 14, 2026 (100% discretionary).

**Which custodians does Scotia Partners, LLC use?**
Scotia Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists The Bank of New York Mellon as a custodian holding 10% or more of its separately managed account assets.

**Does Scotia Partners, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/140568

**Does Scotia Partners, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated June 18, 2026 says: "The Registrant generally requires a $250,000 account minimum for investment management services. However, the Registrant in its sole discretion, may waive the account minimum or charge a lesser management fee"

**What changed in Scotia Partners, LLC's recent Form ADV filings?**
In the August 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated June 18, 2026)

- Account minimum: $250,000 (the brochure says it may be waived or negotiated)

> The Registrant generally requires a $250,000 account minimum for investment management services. However, the Registrant in its sole discretion, may waive the account minimum or charge a lesser management fee

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- The Bank of New York Mellon

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $110,730,178
- Discretionary: $110,730,178
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Other investment advisers | Fewer than 5 | $110,730,178 |

### Advisory services (Item 5.G)
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2026 (0 years)
- Employees: 3 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: PA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- scotiapartners.com

## Changes in the filing (last 12 months)

### August 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Scotia Partners, LLC (CRD 140568): Form ADV filing data as of October 2026.