Sky Harbor Capital Management, LLC
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Overview
Sky Harbor Capital Management, LLC operates as a financial advisor firm based in Greenwich, Connecticut. The firm administers $4.4 billion in total assets throughout 25 client accounts, placing it among the biggest financial advisory firms in the country by assets under management (AUM). The firm has a small team, including 13 financial advisors. Sky Harbor Capital Management, LLC does not act as a registered broker-dealer, meaning it cannot buy and sell securities for its customers' and own accounts and instead must go through a broker-dealer firm to do so. Securities are defined as tradable fiscal investments such as options, bonds and stocks.
Sky Harbor Capital Management, LLC administers 24 of its accounts in a discretionary manner. Discretionary management means that a portfolio manager makes transaction decisions for the client's account without needing the customer's permission. Sky Harbor Capital Management, LLC also manages one non-discretionary accounts with a total of $26.4 million in AUM. The firm supervises an average of $177.0 million for every customer account. An average financial advisor at Sky Harbor Capital Management, LLC administers around two client accounts, placing it among the most personalized advisor firms in the country.
Sky Harbor Capital Management, LLC's central office is at 20 Horseneck Lane, Greenwich, Connecticut 06830-6327. The company is permitted to provide services to investors throughout a number of states, including Connecticut, New York and Pennsylvania.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Sky Harbor Capital Management, LLC by the Numbers
$4.4 billion
23
25
$177.0 million
Fee Structure
Fees charged by financial advisors largely are based on the financial services provided. Fees charged by the firm can be comprised of any combination of the following fee types: asset-based or performance-based. Sky Harbor Capital Management, LLC does not supply a wrap fee program, in which the company offers a service bundle for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company works with pooled investment vehicles and insurance companies. Out of its 25 clients, Sky Harbor Capital Management, LLC's biggest client type is insurance companies. Around 56% of the firm's customers are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Sky Harbor Capital Management, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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