Scotland Acquisition LLC is an investment adviser to an investment company based in Raleigh. It manages $4.73 billion of regulatory assets for 9 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdiction of North Carolina.
Scotland Acquisition provides portfolio management for investment companies and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Scotland Acquisition LLC is $4.73 billion, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Scotland Acquisition LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Robert Leslie Worthington has been acting as President since 1 Mar 2014. David Brien Perkins joined the executive team most recently as the Ceo.
The principal office where Scotland Acquisition LLC performs its advisory services is located at 8540 Colonnade Center Drive, Raleigh, NC 27615, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 919-846-2324 or by fax 919-846-3433. The normal business hours are 8:30 a.m. - 5:30 p.m. on Monday - Friday. You can find more information about the New York firm at hatterasfunds.com.