Miami, FL Office
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Scala Capital LLC
Team
Firm-wide stats for Scala Capital LLC
About
Scala Capital serves a mix of individual clients (including high‑net‑worth individuals), pension and profit‑sharing plans, trusts, estates, charitable organizations, corporations, and other investment advisers. The firm offers discretionary and non‑discretionary portfolio management using model portfolios, limited financial planning and consulting, selection and monitoring of third‑party money managers, and provides investment banking and mergers & acquisitions advice in certain engagements.
The firm implements its strategies through three stated model portfolios (Conservative, Moderate and Tactical) and draws on technical, fundamental and cyclical analysis, alongside long‑ and short‑term trading, options, margin and short‑sale strategies where suitable; accounts are monitored and rebalanced on an ongoing basis. Scala may accept performance‑based fee arrangements for qualified clients and routinely allocates client assets to pooled vehicles and third‑party managers, including using block trading and periodic reallocation procedures.
Scala is the investment adviser to multiple private investment portfolios that are organized in affiliated onshore and offshore fund structures, including an offshore vehicle marketed to non‑U.S. investors, and the firm (via an affiliate) functions as a fund sponsor/manager with delegated discretionary control over those pooled portfolios. Those affiliated fund relationships, the firm’s role in managing pooled vehicles, and its practice of side‑by‑side management with performance‑based and asset‑based accounts are highlighted in the brochure as potential conflicts of interest for clients to consider.
Based on Scala Capital LLC
Location
999 Brickell Avenue, Suite 1006
Miami FL 33131
Advisors at this office
2
Advisors at this office
Alberto S
Series 65
Miami, FL
Scala Capital LLC
Alberto Siblesz is a financial advisor at Scala Capital LLC with 18 years of industry experience. He holds a Series 65 designation and has held roles at Glide Capital LLC and Smartinvest Capital LLC. He is also the managing director and chief compliance officer of Iconic Capital LLC. Scala Capital serves a diverse client base including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm offers portfolio management through model portfolios and employs a range of strategies including technical, fundamental, and cyclical analysis, alongside trading techniques such as options and short sales.
David G
Series 65
Miami, FL
Scala Capital LLC
David Guenoun is a Series 65 licensed advisor with 13 years of industry experience, currently affiliated with Scala Capital LLC in Miami, FL. He is a managing director and managing partner of several investment entities, including Tandem Capital Partners, LLC, which focuses on distressed real estate and consulting for small companies, and Glide Capital, LLC, which manages private investment funds. Outside of his advisory role, he is involved in various family trusts and minority land investments, and holds a directorship at a pastry retail and catering business. Scala Capital serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing discretionary and non-discretionary portfolio management through model portfolios that employ technical, fundamental, and cyclical analysis alongside various trading strategies. The firm also advises multiple private investment portfolios through affiliated fund structures and offers investment banking and mergers & acquisitions services in selected engagements.
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