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Scurlydog Capital, LLC (Fair Haven)


Scurlydog Capital, LLC is an adviser based in Fair Haven. It manages $54.47 million of regulatory assets for 29 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of District of Columbia and New Jersey.

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Scurlydog Capital provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Scurlydog Capital: assets under management

The assets under management (AUM) of Scurlydog Capital, LLC is $54.47 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 151% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $54.47 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.88 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Scurlydog Capital, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Fair Haven

The principal office where Scurlydog Capital, LLC performs its advisory services is located at 740 River Road, Fair Haven, NJ 07704 The mailing address of the firm is 4 Willowbrook Road, Rumson, NJ 07760. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 732-530-0082 or by fax 732-530-0094. The normal business hours are 9:00 - 5:00 on Monday - Friday. You can find more information about the New York firm at www.scurlydog.com.


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