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Scottish American
Scottish American is a family office that owns Novatae, a wholesale & specialty insurance MGA, Lloyds Coverholder, and distributor with 500+ global...
Scottish American
Scottish American is a family office that wholly owns Novatae, a specialty insurance distributor headquartered in Santa Ana, California. The office does not publicly disclose its founding year, assets under management, or the name of the family behind it. Novatae operates as a managing general agent (MGA), program underwriter, Lloyds Coverholder, and wholesaler, offering exclusive underwriting solutions for dozens of industry classifications. The firm distributes coverage from more than 500 global insurers through brokers and underwriters who serve clients across the United States and internationally via its Lloyds affiliation. No publicly available information details the size of Scottish American's team, its investment professionals, or any additional offices beyond Santa Ana. No adjacent philanthropic or operating vehicles have been publicly identified. Scottish American's structural differentiation lies in its ownership of an operating insurance distribution platform — Novatae — rather than a passive portfolio of securities or private equity funds. This operating-company model aligns the family office's capital directly with underwriting risk and insurance distribution execution.
General information
Firm type
Multi Family Office
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Santa Ana
Corporate office
Santa Ana, CA, United States
Sector focus
Frequently asked questions
What type of entity is Scottish American?
Scottish American is a family office that owns Novatae, a wholesale specialty insurance distributor. It operates as a single or multi-family office, but no public source specifies the structure further.
What is Novatae and how does it relate to Scottish American?
Novatae is the operating entity wholly owned by Scottish American. It functions as a managing general agent, program underwriter, Lloyds Coverholder, and wholesaler, distributing insurance products from over 500 insurers.
Does Scottish American invest in external fund managers?
No publicly available information indicates Scottish American invests in external fund managers. Its known capital deployment is via ownership of Novatae, an operating insurance platform.
Where is Scottish American headquartered?
Scottish American is based in Santa Ana, California, United States. The firm has not disclosed any additional office locations.
What insurance products does Novatae offer?
Novatae offers specialty insurance solutions across dozens of industry classifications. It provides underwriting through its own programs as well as brokerage access to hundreds of global carriers.
Is Scottish American related to the historical Scottish American Investment Trust?
No public evidence connects Scottish American the family office with the Scottish American Investment Trust or any other entity using the name. The two appear unrelated.
Who manages Scottish American?
No individual principals, investment professionals, or management team members have been publicly identified for Scottish American. The firm does not list a leadership page on its website.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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