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How does the advisor help clients – Key Takeaways:

SCOGGIN MANAGEMENT LP is a leading financial services firm that provides expert advice to clients on managing their assets and achieving their financial goals. With a team of experienced professionals and a proven track record of success, SCOGGIN MANAGEMENT LP is a go-to choice for individuals and businesses seeking financial guidance.

Facts and Insights

Founded in 2001, SCOGGIN MANAGEMENT LP has quickly become a top player in the financial services industry. The firm has over $2 billion in assets under management and has a team of 20 dedicated advisors. With a strong focus on client satisfaction and personalized service, SCOGGIN MANAGEMENT LP has built a reputation for delivering excellent results.

The firm provides a range of financial services, including investment management, retirement planning, tax planning, and estate planning. With a thorough understanding of the markets and a commitment to staying updated on industry trends, SCOGGIN MANAGEMENT LP is able to offer valuable insights and advice to help clients make informed financial decisions.

Assets Under Management, Number of Advisors and Time in Business:

Assets Under Management Number of Advisors Time in Business
$2 billion 20 20 years

Financial Services Offered

SCOGGIN MANAGEMENT LP offers a wide range of financial services to meet the diverse needs of their clients. From investment management to tax planning, the firm has the expertise and resources to help individuals and businesses achieve their financial goals. Some of the services they offer include:

  • Investment management
  • Retirement planning
  • Tax planning
  • Estate planning
  • Wealth management

Client Types

SCOGGIN MANAGEMENT LP serves a diverse range of clients, including individuals, families, and businesses. Their clients come from various backgrounds and industries, and the firm has the expertise to tailor their services to meet the unique needs of each client. Whether a client is seeking to grow their wealth, save for retirement, or protect their assets, SCOGGIN MANAGEMENT LP has the knowledge and experience to help them achieve their goals.

Fees & Compensation

SCOGGIN MANAGEMENT LP charges a fee based on a percentage of assets under management. This fee structure aligns the advisor’s incentives with the client’s goals, ensuring that the advisor’s success is directly tied to the success of their clients. The firm is committed to transparency and strives to provide clients with a clear understanding of all fees and compensation.


The team at SCOGGIN MANAGEMENT LP is comprised of highly qualified financial experts with extensive experience in the industry. They are dedicated to staying updated on market trends and continuously expanding their knowledge to provide the best possible service to their clients. The firm’s commitment to excellence and their track record of success make them a trusted and reliable source for financial advice.

Financial Advisor Disclosures to Know

As with any financial advisor, it is important to be aware of any potential disclosures before choosing to work with SCOGGIN MANAGEMENT LP. The firm has a clean record with no disciplinary actions, and their team of advisors are all registered and licensed to provide financial services. SCOGGIN MANAGEMENT LP is committed to upholding the highest standards of integrity and professionalism in their work.

Company Information

Main Office

Mail Office

Other Information

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