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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

SCALEWORKS CAPITAL, LLC

CRD 306560

SAN ANTONIO, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:d6f66fcd-b4ee-60fb-10ba-9db3bc9939fb

Data as of Mar 11, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:02 AM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 6
On other graphs: 2
Observed: Mar 17, 2020 to Mar 11, 2026
15 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Scaleworks Capital, LLC

Private equity manager · shared crd

Independent Sponsorsidentity

Scaleworks Capital, LLC

Capital provider to sponsors · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $198MItem 5.F on the latest filing (2026-03-11); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $198M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 11
Advisory employees: 7
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 5
Private funds: 5Schedule D 7.B(1)
SEC number: 801-118462
CRD: 306560
Filings on the tape: 15
First filed: Mar 17, 2020
Latest filed: Mar 11, 2026
Organised: Limited Liability Company, DE
Website: soil.works

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
SCALEWORKS FUND II, LP	Private Equity Fund	$44.9M	Mar 27, 2024	69	Mar 17, 2020	reported	021-334463
ESF FUND 2, LP	Private Equity Fund	$30.8M	Mar 27, 2024	45	Mar 29, 2021	reported	021-389721
SCALEWORKS FUND I, LP	Private Equity Fund	$21.5M	Mar 27, 2024	42	Mar 17, 2020	reported	021-254571
SOILWORKS NATURAL CAPITAL LP	Private Equity Fund	$13.0M	Mar 27, 2024	66	Mar 29, 2021	reported	021-1985773
SCALEWORKS FUND III, LP	Private Equity Fund	$6.5M	Mar 27, 2024	104	Mar 27, 2024	reported	021-1985773
SCALEWORKS VENTURE FINANCE FUND I, LP	Private Equity Fund	$207,999	Mar 27, 2024	13	Mar 17, 2020	reported	021-303671
ESF OPPORTUNITY FUND 1, LP	Private Equity Fund	$15,677	Mar 27, 2024	19	Mar 29, 2021	reported	021-371008

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
Byrne, Edward, Philip	Partner	D	yes	12/2019	Mar 17, 2020	Mar 27, 2024
Moorman (IV), Lewis, Jefferson	Partner	D	yes	12/2019	Mar 17, 2020	Mar 27, 2024
ANDREWS, JOYCE, MARIE	CFO, CCO	Na	no	07/2023	Mar 30, 2023	Mar 27, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
ESF MANAGEMENT 1, LLC	n/a	n/a	n/a	N	yes	n/a
ESF MANAGEMENT 2, LLC	n/a	n/a	n/a	N	yes	n/a
SCALEWORKS ASSOCIATES I LLC	n/a	n/a	n/a	N	yes	n/a
SCALEWORKS ASSOCIATES II, LLC	n/a	n/a	n/a	N	yes	n/a
SCALEWORKS ASSOCIATES III, LLC	n/a	n/a	n/a	N	yes	n/a
SOILWORKS NATURAL CAPITAL, LLC	n/a	n/a	n/a	N	yes	n/a
SWVF ASSOCIATES, LLC	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Mar 11, 2026	$198M	$198M	11	7	5	n/a
2024	Mar 25, 2025	$271M	$271M	13	7	5	n/a
2023	Mar 27, 2024	$263M	$263M	13	6	7	$117M
2022	Mar 30, 2023	$163M	$163M	18	8	6	$78.6M
2021	Mar 28, 2022	$257M	$257M	17	6	6	$257M
2020	Mar 29, 2021	$306M	$306M	13	6	6	$306M

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$198M	$271M	-26.8%	$163M	6.8%	11	13	0	0

Relationships

Advises (7)

→ SCALEWORKS FUND II, LPPrivate fundPrivate Equity Fund, IA
Mar 17, 2020 to presentfactForm ADV
→ ESF OPPORTUNITY FUND 1, LPPrivate fundPrivate Equity Fund, IA
Mar 29, 2021 to presentfactForm ADV
→ SCALEWORKS VENTURE FINANCE FUND I, LPPrivate fundPrivate Equity Fund, IA
Mar 17, 2020 to presentfactForm ADV
→ SCALEWORKS FUND I, LPPrivate fundPrivate Equity Fund, IA
Mar 17, 2020 to presentfactForm ADV
→ SOILWORKS NATURAL CAPITAL LPPrivate fundPrivate Equity Fund, IA
Mar 29, 2021 to presentfactForm ADV
→ ESF FUND 2, LPPrivate fundPrivate Equity Fund, IA
Mar 29, 2021 to presentfactForm ADV
→ SCALEWORKS FUND III, LPPrivate fundPrivate Equity Fund, IA
Mar 27, 2024 to presentfactForm ADV

Controls (2)

← Byrne, Edward, PhilipOwnerPARTNER, ownership code D, individual
Mar 17, 2020 to Mar 27, 2024factForm ADV
← Moorman (IV), Lewis, JeffersonOwnerPARTNER, ownership code D, individual
Mar 17, 2020 to Mar 27, 2024factForm ADV

Owns (1)

← ANDREWS, JOYCE, MARIEOwnerCFO, CCO, ownership code NA, individual
Mar 30, 2023 to Mar 27, 2024factForm ADV

Dated events

Occurred
Mar 27, 2024
Regulatory AUM changed
Scaleworks Capital, Llc reported RAUM $263.5M, up 62% from $162.9M (2023-10-16 to 2024-03-27)
Form ADVobserved 3 days ago
$101M
Occurred
Oct 16, 2023
Control person left
Marie Erin Camp (Vp, Legal And Cco) no longer on Schedule A of Scaleworks Capital, Llc (listed 2023-09-14, absent 2023-10-16)
Form ADVobserved 3 days ago
Occurred
Apr 28, 2023
Control person joined
Marie Erin Camp (Vp, Legal And Cco) appeared on Schedule A of Scaleworks Capital, Llc
Form ADVobserved 3 days ago
Occurred
Apr 28, 2023
Control person left
Mark Christopher Wittwer (Vice President Of Operations And Cco) no longer on Schedule A of Scaleworks Capital, Llc (listed 2023-03-30, absent 2023-04-28)
Form ADVobserved 3 days ago
Occurred
Mar 30, 2023
Control person left
Elizabeth Seema Chacko (Chief Financial Officer) no longer on Schedule A of Scaleworks Capital, Llc (listed 2022-07-15, absent 2023-03-30)
Form ADVobserved 3 days ago
Occurred
Mar 17, 2020
First Form ADV filing
Scaleworks Capital, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 3 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d6f66fcd-b4ee-60fb-10ba-9db3bc9939fb
First observed: Mar 17, 2020
Last observed: Mar 11, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

SCALEWORKS CAPITAL, LLC

CRD 306560

SAN ANTONIO, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:d6f66fcd-b4ee-60fb-10ba-9db3bc9939fb

Data as of Mar 11, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:02 AM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

SCALEWORKS FUND II, LP

Private Equity Fund

$44.9M

Mar 27, 2024

Mar 17, 2020

reported

021-334463

ESF FUND 2, LP

Private Equity Fund

$30.8M

Mar 27, 2024

Mar 29, 2021

reported

021-389721

SCALEWORKS FUND I, LP

Private Equity Fund

$21.5M

Mar 27, 2024

Mar 17, 2020

reported

021-254571

SOILWORKS NATURAL CAPITAL LP

Private Equity Fund

$13.0M

Mar 27, 2024

Mar 29, 2021

reported

021-1985773

SCALEWORKS FUND III, LP

Private Equity Fund

$6.5M

Mar 27, 2024

104

Mar 27, 2024

reported

021-1985773

SCALEWORKS VENTURE FINANCE FUND I, LP

Private Equity Fund

$207,999

Mar 27, 2024

Mar 17, 2020

reported

021-303671

ESF OPPORTUNITY FUND 1, LP

Private Equity Fund

$15,677

Mar 27, 2024

Mar 29, 2021

reported

021-371008

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

Byrne, Edward, Philip

Partner

yes

12/2019

Mar 17, 2020

Mar 27, 2024

Moorman (IV), Lewis, Jefferson

Partner

yes

12/2019

Mar 17, 2020

Mar 27, 2024

ANDREWS, JOYCE, MARIE

CFO, CCO

07/2023

Mar 30, 2023

Mar 27, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

ESF MANAGEMENT 1, LLC

n/a

yes

n/a

ESF MANAGEMENT 2, LLC

n/a

yes

n/a

SCALEWORKS ASSOCIATES I LLC

n/a

yes

n/a

SCALEWORKS ASSOCIATES II, LLC

n/a

yes

n/a

SCALEWORKS ASSOCIATES III, LLC

n/a

yes

n/a

SOILWORKS NATURAL CAPITAL, LLC

n/a

yes

n/a

SWVF ASSOCIATES, LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 11, 2026

$198M

n/a

2024

Mar 25, 2025

$271M

n/a

2023

Mar 27, 2024

$263M

$117M

2022

Mar 30, 2023

$163M

$78.6M

2021

Mar 28, 2022

$257M

2020

Mar 29, 2021

$306M

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$198M

$271M

-26.8%

$163M

6.8%