Sky Island Capital
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Overview
Sky Island Capital is an advisory firm headquartered in Dallas, Texas. It has $292.3 million in assets under management over six customer accounts, placing it in the mid-tier of investment advisory firms in the nation by assets under management (AUM). Sky Island Capital has a small group, including 7 financial advisors. Sky Island Capital does not act as a registered broker-dealer, signifying that the firm cannot buy and sell securities for its clients' and own accounts and instead is required to go through a broker-dealer company to do so. Securities are exchangable fiscal assets like bonds, options and stocks.
Sky Island Capital manages all of the company's accounts on a discretionary basis. Discretionary management signifies that a portfolio manager makes transaction decisions for the client's account without requiring client consent. The company manages about $48.7 million for each account. An average financial advisor at Sky Island Capital administers fewer than one client account, making it one of the most personalized financial advisor firms in the country.
Sky Island Capital's central office is at 8333 Douglas Avenue, Dallas, Texas 75225. The firm is legally allowed to provide services to customers in the state of Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Sky Island Capital by the Numbers
$292.3 million
8
6
$48.7 million
Fee Structure
Fees for financial management typically are based on which services the firm provides the client. However, fee types charged by Sky Island Capital most likely are comprised of some blend of the following fee structures: asset-based, fixed or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the company.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 32% of firms
Fixed
Unavailable
Types of Clients
It works with pooled investment vehicles. Out of its six accounts, Sky Island Capital's largest client type is pooled investment vehicles. None of its accounts 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 Island Capital does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Sky Island Capital
Dallas, TX
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