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SCOTT INVESTMENT PARTNERS

HENLEY-ON-THAMES, United Kingdom · CRD 168664 · IAPD ↗ · scottinvestment.com · +44 (0) 1491 412 172

$51.8MRegulatory AUM
4Advisory reps
7Employees
0Clients
n/aPlanning clients
0Private funds
0States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

30
October 2024 — SCOTT INVESTMENT PARTNERS (HENLEY-ON-THAMES, United Kingdom) left the SEC roster (was $51.8M RAUM, 4 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.