Scott
Macintosh

Valterra Partners LLC

CRD#5230424
Investment Advisor
in Austin, TX

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About this Advisor

Scott Macintosh is a financial advisor based in Austin, Texas, working with Valterra Partners LLC. Scott has previously held positions at Macquarie Securities (USA) Inc and Valterra Partners LLC. Scott has passed the Series 63 regulatory exam and is registered to provide services in Texas. Currently, Scott is part of Valterra Partners LLC, which operates out of Austin, Texas. The firm has 10 employees and manages assets totaling $204.1 million. The services offered by the firm include portfolio management for pooled investment vehicles. The fee structure at Valterra Partners LLC includes asset-based, fixed, and performance-based fees.

Certifications and Registrations

Series 63

Services Offered

Portfolio management for pooled investment vehicles

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

515 Congress Avenue Suite 1125
Austin, TX 78701

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Valterra Partners LLC Brokerage Details

Total Assets Under Management

$204,060,200

TX Average: $3,042,739,679
Total Number of Employees

10

TX Average: 49
Total Number of Accounts

5

TX Average: 2,315
Average Account Size

$40,812,040

TX Average: $1,314,358

Investment Advisory Services

  • Portfolio management for pooled investment vehicles

Scott Macintosh Work History

2015 - Present (9 years)

Valterra Partners LLC

2006 - 2014 (8 years)

Macquarie Securities (Usa) Inc

Disclosures

Please visit the SEC profile of Scott Macintosh to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Valterra Partners LLC

Drew Reid
Austin, TX
Scott Macintosh
Austin, TX

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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