SourcingSourcing

SCALYR TECHNOLOGIES INC.

C48
CRD 326836·SEC 801-130318·BOSTON, MA
AUM
$190K
<$25M
Est. Revenue
$2K
@ 1% on AUM
Est. EBITDA
$570
@ 30% margin
Est. Deal Value
$5K
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
SCALYR TECHNOLOGIES INC.
CRD
326836
SEC file #
801-130318
EIN
—
DBA names
Truvius

Economics

AUM
$190K
AUM band
<$25M
AUM trajectory
'25'26
$330K → $190K▼ -42%
Client mix
Individuals Other16
Corporations2

Operations

Employees (total)
3
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'25'26
2 advisors → 2 advisors▬ 0%
Primary office
BOSTON MA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businesses
Fee basis
% of AUM

Filings

Latest ADV filing
02/16/2026
ADV-W filed at
—
Website
truvius.io

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
FARLEY, CONNOR, JOHN
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
FARLEY, CONNOR, JOHN
FRECCIA, MAXWELL, JAMES
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
7641048
Trust Company Affiliate
No

People (2)

2
FARLEY, CONNOR, JOHN
Direct Owner · 62.5%
7641048
MAXWELL JAMES FRECCIA
Direct Owner · 37.5%
6105052