← Tributary

SCALEBUILDER, LLC

NEW YORK, NY · CRD 313276 · IAPD ↗ · scalebuilder.net · 617-224-6046

$145.8MRegulatory AUM
2Advisory reps
4Employees
0Clients
n/aPlanning clients
3Private funds
0States
2Disclosures
fundSegment
ApprovedSEC status

Filing changes

30
April 2026 — SCALEBUILDER, LLC reported RAUM down 44% ($258.9M -> $145.8M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
33
February 2025 — SCALEBUILDER, LLC moved its main office from SUMMIT, NJ to NEW YORK, NY.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
38
February 2025 — SCALEBUILDER, LLC's Item 11 disclosure-reporting entries rose by 2 (0 -> 2).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
33
April 2024 — SCALEBUILDER, LLC moved its main office from NEW YORK, NY to SUMMIT, NJ.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand

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