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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM under $100M

G. SCOTT CAPITAL PARTNERS, LLC

CRD 166358

ROWAYTON, CT

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:ef22569e-22d8-0fac-564f-a87a65d477ca

Data as of Sep 28, 2017 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:29 AM UTC and rebuilt at most every 15 minutes.

Relationships: 16
Dated events: 1
On other graphs: 1
Observed: Jan 10, 2013 to Sep 28, 2017
6 observations

Across DFX

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

Private Equityidentity

G. Scott Capital Partners, LLC

Private equity manager · shared crd

Facts

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

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $86.3MItem 5.F on the latest filing (2017-09-28); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $86.3M
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: 3
RAUM per advisor: $28.8Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 3
Advisory employees: 3
Accounts: 12
Private funds: 5Schedule D 7.B(1)
Private fund GAV: $94.7Mgross asset value as reported per fund; never fund size
SEC number: 801-77570
CRD: 166358
Filings on the tape: 6
First filed: Jan 10, 2013
Latest filed: Sep 28, 2017
Organised: Limited Liability Company, Delaware

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
ANDREW KERN MAURER	n/a	DARIEN, CT	8	13	n/a	no
FREDERICK BRADLEY SCHOLTZ	n/a	DARIEN, CT	8	28	n/a	no
GREGORY DAVID SCOTT	n/a	JACKSON, WY	8	33	n/a	no

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
G. SCOTT CAPITAL PARTNERS I, L.P.	Private Equity Fund	$33.8M	Sep 28, 2017	4	Jan 10, 2013	reported	021-197308
GSCP VALTERRA, LLC	Other Private Fund	$27.8M	Sep 28, 2017	8	Mar 27, 2014	reported	n/a
RLSI-CSP CAPITAL PARTNERS, LLC	Other Private Fund	$13.3M	Sep 28, 2017	13	Jan 10, 2013	reported	021-75097
GSCP MCS, LLC	Other Private Fund	$12.7M	Sep 28, 2017	9	Mar 30, 2015	reported	n/a
S&S EQUITY PARTNERS I LLC	Other Private Fund	$7.2M	Sep 28, 2017	8	Jan 10, 2013	reported	n/a
BEP VALTERRA LLC	Other Private Fund	$3.5M	Mar 27, 2014	16	Mar 27, 2014	dropped	n/a

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
BELLER, KATHRYN, PAYNE	CHIEF COMPLIANCE OFFICER	Na	yes	08/2017	Sep 28, 2017	Sep 28, 2017
FRANCES ANNETTE SCOTT REVOCABLE TRUST U/T/A DATED DECEMBER 14, 1993, AS AMENDED	Member	E	yes	12/2012	Jan 10, 2013	Sep 28, 2017
G. SCOTT HOLDING, LLC	Member	E	yes	12/2012	Jan 10, 2013	Sep 28, 2017
SCOTT, FRANCES, ANNETTE	Trustee	E	yes	12/1993	Jan 10, 2013	Sep 28, 2017
SCOTT, GREGORY, DAVID	MEMBER, MANAGER	D	yes	12/2012	Jan 10, 2013	Sep 28, 2017
SCOTT, GREGORY, DAVID	Manager	Na	yes	11/2012	Jan 10, 2013	Sep 28, 2017
TALLY 1, LLC	Member	C	yes	12/2012	Jan 10, 2013	Sep 28, 2017

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
G. SCOTT HOLDING, LLC	n/a	n/a	n/a	Y	no	n/a
GREGORY DAVID SCOTT	n/a	n/a	n/a	Y	no	n/a
KATHRYN PAYNE BELLER	n/a	n/a	n/a	Y	no	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	Offices	Private funds	Fund GAV
2016	Mar 29, 2017	$102M	$102M	3	3	n/a	5	$110M
2015	Mar 29, 2016	$291M	$291M	3	3	n/a	5	$294M
2014	Mar 30, 2015	$224M	$224M	3	3	n/a	5	$228M
2013	Mar 27, 2014	$160M	$160M	3	3	n/a	5	$139M

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

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
2016	$86.3M	$291M	-70.4%	$160M	-18.6%	3	3	n/a	n/a

Relationships

Registered with (3)

← GREGORY DAVID SCOTTAdvisorregistration: current employment
Dec 21, 2017 to presentfactForm ADV
← FREDERICK BRADLEY SCHOLTZAdvisorregistration: current employment
Dec 11, 2017 to presentfactForm ADV
← ANDREW KERN MAURERAdvisorregistration: current employment
Nov 9, 2017 to presentfactForm ADV

Advises (6)

→ RLSI-CSP CAPITAL PARTNERS, LLCPrivate fundOther Private Fund, IA
Jan 10, 2013 to presentfactForm ADV
→ GSCP VALTERRA, LLCPrivate fundOther Private Fund, IA
Mar 27, 2014 to presentfactForm ADV
→ G. SCOTT CAPITAL PARTNERS I, L.P.Private fundPrivate Equity Fund, IA
Jan 10, 2013 to presentfactForm ADV
→ GSCP MCS, LLCPrivate fundOther Private Fund, IA
Mar 30, 2015 to presentfactForm ADV
→ S&S EQUITY PARTNERS I LLCPrivate fundOther Private Fund, IA
Jan 10, 2013 to presentfactForm ADV
→ BEP VALTERRA LLCPrivate fundOther Private Fund, IA, no longer reported
Mar 27, 2014 to Mar 27, 2014factForm ADV

Controls (6)

← SCOTT, GREGORY, DAVIDOwnerMEMBER, MANAGER, ownership code D, individual
Jan 10, 2013 to presentfactForm ADV
← BELLER, KATHRYN, PAYNEOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Sep 28, 2017 to presentfactForm ADV
← SCOTT, FRANCES, ANNETTEOwnerTRUSTEE, ownership code E, individual
Jan 10, 2013 to presentfactForm ADV
← FRANCES ANNETTE SCOTT REVOCABLE TRUST U/T/A DATED DECEMBER 14, 1993, AS AMENDEDOwnerMEMBER, ownership code E, domestic entity
Jan 10, 2013 to presentfactForm ADV
← G. SCOTT HOLDING, LLCOwnerMEMBER, ownership code E, domestic entity
Jan 10, 2013 to presentfactForm ADV
← TALLY 1, LLCOwnerMEMBER, ownership code C, domestic entity
Jan 10, 2013 to presentfactForm ADV

Dated events

Occurred
Jan 10, 2013
First Form ADV filing
G. Scott Capital Partners, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 3 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ef22569e-22d8-0fac-564f-a87a65d477ca
First observed: Jan 10, 2013
Last observed: Sep 28, 2017 109 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.

G. SCOTT CAPITAL PARTNERS, LLC

CRD 166358

ROWAYTON, CT

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:ef22569e-22d8-0fac-564f-a87a65d477ca

Data as of Sep 28, 2017 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:29 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

ANDREW KERN MAURER

n/a

DARIEN, CT

n/a

FREDERICK BRADLEY SCHOLTZ

n/a

DARIEN, CT

n/a

GREGORY DAVID SCOTT

n/a

JACKSON, WY

n/a

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

G. SCOTT CAPITAL PARTNERS I, L.P.

Private Equity Fund

$33.8M

Sep 28, 2017

Jan 10, 2013

reported

021-197308

GSCP VALTERRA, LLC

Other Private Fund

$27.8M

Sep 28, 2017

Mar 27, 2014

reported

n/a

RLSI-CSP CAPITAL PARTNERS, LLC

Other Private Fund

$13.3M

Sep 28, 2017

Jan 10, 2013

reported

021-75097

GSCP MCS, LLC

Other Private Fund

$12.7M

Sep 28, 2017

Mar 30, 2015

reported

n/a

S&S EQUITY PARTNERS I LLC

Other Private Fund

$7.2M

Sep 28, 2017

Jan 10, 2013

reported

n/a

BEP VALTERRA LLC

Other Private Fund

$3.5M

Mar 27, 2014

dropped

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BELLER, KATHRYN, PAYNE

CHIEF COMPLIANCE OFFICER

yes

08/2017

Sep 28, 2017

FRANCES ANNETTE SCOTT REVOCABLE TRUST U/T/A DATED DECEMBER 14, 1993, AS AMENDED

Member

yes

12/2012

Jan 10, 2013

Sep 28, 2017

G. SCOTT HOLDING, LLC

Member

yes

12/2012

Jan 10, 2013

Sep 28, 2017

SCOTT, FRANCES, ANNETTE

Trustee

yes

12/1993

Jan 10, 2013

Sep 28, 2017

SCOTT, GREGORY, DAVID

MEMBER, MANAGER

yes

12/2012

Jan 10, 2013

Sep 28, 2017

SCOTT, GREGORY, DAVID

Manager

yes

11/2012

Jan 10, 2013

Sep 28, 2017

TALLY 1, LLC

Member

yes

12/2012

Jan 10, 2013

Sep 28, 2017

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

G. SCOTT HOLDING, LLC

n/a

GREGORY DAVID SCOTT

n/a

KATHRYN PAYNE BELLER

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2016

Mar 29, 2017

$102M

n/a

$110M

2015

Mar 29, 2016

$291M

n/a

$294M

2014

Mar 30, 2015

$224M

n/a

$228M

2013

Mar 27, 2014

$160M

n/a

$139M

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2016

$86.3M

$291M

-70.4%

$160M

-18.6%

n/a