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RIA · CRD 122169SEC-Registered

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Scott Marsh Financial

Scott Marsh Financial, LLC is an SEC-registered investment adviser since 2018. The firm manages approximately $313 million in regulatory assets.

Overview

Scott Marsh Financial, LLC is an SEC-registered investment adviser since 2018. The firm manages approximately $313 million in regulatory assets. It has 10 employees and 2 investment advisers.

General information

Firm type

RIA

Frequently asked questions

Who runs investment decisions at Scott Marsh Financial?

The firm's leadership and investment committee are not publicly disclosed. No named individuals appear in public records or professional databases. The absence of verifiable management information limits outside ability to assess decision-making processes.

How does Scott Marsh Financial source proprietary deal flow?

The firm's deal sourcing methodology is unknown due to lack of public communications. Without a confirmed website or media profile, it is impossible to determine the firm's approach to proprietary investments or co-investments.

What investment stages does Scott Marsh Financial typically target?

The firm's preferred investment stages are not publicly known. Without disclosed holdings or strategy documents, it is not possible to specify whether the firm targets venture, growth, buyout, or other stages.

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