Scalar Gauge Management, Llc
- Regulatory AUM
- $199M
- Discretionary
- $199M
- Clients
- 3
- Avg AUM / client
- $66.5M
- Accounts
- 6
- Employees
- 3
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 3 | $133M | 66.8% |
| Corporations and other businesses | Fewer than 5 clients | $66.2M | 33.2% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $126M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Scalar Gauge Fund, Lp | Hedge Fund | Delaware | $124M | 68 |
| Sg Spv Iv, Lp | Other Private Fund | Texas | $1.4M | 3 |
People (1)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Gautam, Sumit | Chief Compliance Officer, Chief Executive Officer | Feb 2017 (10y) | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (2, $126M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Scalar Gauge Fund, Lp | Hedge Fund | $124M | $500K | 68 |
| Sg Spv Iv, Lp | Other Private Fund | $1.4M | $100K | 3 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.6 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
Custody
Reported custodians
- UBS $55.2M (28% of AUM) Mar 2026
- Pershing $2.1M (1% of AUM) Mar 2023
- National Financial Services (Fidelity) $1.2M (1% of AUM) Mar 2022
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗