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Scotia Institutional Investments Us, LP (Berwyn)


Scotia Institutional Investments Us, LP is an investment adviser to an investment company based in Berwyn. It manages $175.41 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdiction of Pennsylvania.

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Scotia Institutional Investments Us provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Scotia Institutional Investments Us: assets under management

The assets under management (AUM) of Scotia Institutional Investments Us, LP is $175.41 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -63% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $175.41 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $43.85 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Scotia Institutional Investments Us, LP for their services and products based on a percentage of assets under management. 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.

Indirect Owners

The SEC currently registers 3 indirect owners.

Name Entity Date acquired Ownership Employer ID
2178991 Ontario Inc Member 1 Jul 2008 75% - 100% xx-xxxxxxx
Holliswealth Inc. Shareholder 1 Jul 2008 75% - 100% xx-xxxxxxx
The Bank Of Nova Scotia Shareholder 1 Feb 2011 75% - 100% foreign

Based in Berwyn

The principal office where Scotia Institutional Investments Us, LP performs its advisory services is located at 1055 Westlakes Drive, Berwyn, PA 19312, 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 610-854-0900 or by fax 610-640-2933. The normal business hours are 8:30- 5:00 on Monday - Friday. You can find more information about the New York firm at www.thesifunds.com.


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