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MF

Mark R. Fitzpatrick

SCALA CAPITAL LLC
Miami, FL 33131
Some features on this profile are disabled
CRD#: 4928735
MF

Professional summary


Mark Robert Fitzpatrick is a registered financial advisor currently at SCALA CAPITAL LLC located in Miami, Florida and GLIDE CAPITAL located in Miami, Florida.

Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Mark has worked at 2 firms and has passed the Series 3 exam.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Glide Capital, LLC, Managing Partner, Start date: 07/2015 Glide Capital, LLC is the Managing Member/Investment Manager of Glide Fund Series, LLC and the Investment Manager of Glide fund SPC Ltd. privately placed "Funds". The Funds are offered only to certain sophisticated investors and only via private placement memorandum and other offering documents. Mr. Fitzpatrick spends approximately 90% of his time devoted to the operations of Glide Capital, LLC. Nest Homes Group LLC. Director. Non-financial. About 10%. Chimay Corp. Holding corporation for shares of Glide Capital. About 10%

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Mark Robert Fitzpatrick's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

October 26, 2015 - Present

SCALA CAPITAL LLC

Office #1: 999 Brickell Avenue Suite 1006, Miami, FL 33131
RIA
CRD#: 156165
Miami, FL
Current

December 8, 2017 - Present

GLIDE CAPITAL

Office #1: 3323 Ne 163rd Street Suite 305, Miami, FL 33160
RIA
CRD#: 288592
Miami, FL
Past

December 8, 2017 - December 31, 2022

GLIDE CAPITAL

RIA
CRD#: 288592
MIAMI, FL

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
GC
GLIDE CAPITAL
ALTYTUDE ADVISORS | GLIDE CAPITAL LLC | GLIDE CAPITAL

CRD#: 288592 / SEC#: 801-110997

RIA
Registered Investment Advisory firm - (8/11/2017 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Florida
(10/26/2015)
IAR
Texas
(7/28/2017)

Exams


General Industry/Product Exam
RR
Series 3
Date: 2/2/2013
National Commodity Futures Examination

Current Firm


GC
GLIDE CAPITAL
ALTYTUDE ADVISORS | GLIDE CAPITAL LLC | GLIDE CAPITAL

CRD#: 288592 / SEC#: 801-110997

RIA
Registered Investment Advisory firm - (8/11/2017 Approved)
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Contact information


Main Address
3323 Ne 163rd Street Suite 305, Miami, FL 33160
Mailing Address
Phone number
(305) 783-3316
Established
Firm type
Fiscal year end
# of Employees
17

SEC notice filing (7 States and Territories)


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Documents


Latest Form ADV

Part 2 Brochures

FORM ADV 2A GLIDE CAPITAL (3/21/2025)

Regulatory assets under management


Total Number of Accounts2
AUM (Assets Under Management)$ 370,610,121

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


GLIDE CAPITAL

CRD#: 288592Miami, FL 33131

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