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- Custodian
- Charles Schwab & Company ยท Stonex
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-17-2011
- Office Locations
- 4
Office Locations
About Scala Capital LLC
Scala Capital, LLC is a Miami-based RIA providing discretionary portfolio management for families and family-owned institutions. The firm pairs careful planning with portfolio allocation, custody/controls, and consolidated reporting, alongside family planning support as client needs evolve. Portfolios span public markets (including ETFs and mutual funds) with fixed income and select alternatives such as private credit and real estate; commonly custodied at Charles Schwab.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
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Owner & Executives
ALBERTO EDUARDO SIBLESZ
Chief Compliance Officer
- CRD
- #5425706
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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LUCIANO MANUEL CUNEO
Managing Director, Senior Financial Advisor
- CRD
- #4068829
TERRENCE PATRICK CUNNINGHAM
Managing Director
- CRD
- #1053612
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $366,635,138 | $1,050,530 |
| Non-Discretionary | $13,825,591 | $337,210 |
| Total | $380,460,729 | $975,540 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| U.S. Government/Agency | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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