Skylands Capital, LLC
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Overview
Skylands Capital, LLC operates as an advisory firm headquartered in Milwaukee, Wisconsin. Skylands Capital, LLC controls $666.6 million in assets over 16 accounts, placing it among the bigger firms in the United States by assets under management (AUM). Skylands Capital, LLC has a small team, including 5 financial advisors. Skylands Capital, LLC does not act as a registered broker-dealer, meaning the advisor is not able to buy and sell securities for its accounts and those of its customers and instead has to go through a broker-dealer company to do so. Securities are defined as tradable fiscal assets like stocks, options and bonds.
Skylands Capital, LLC oversees all of the firm's accounts on a discretionary basis. Discretionary management signifies that a portfolio manager makes buy and sell decisions for the client's account without requiring client consent. Skylands Capital, LLC supervises an average of $41.7 million for every client account. An average financial advisor at Skylands Capital, LLC manages about three client accounts, placing it among the most individualized financial advisor firms in the country.
The company's main office is located at 1200 North Mayfair Road, Milwaukee, Wisconsin 53226-3287. The company is legally allowed to provide services to customers in the state of Wisconsin.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Skylands Capital, LLC by the Numbers
$666.6 million
9
16
$41.7 million
Fee Structure
A financial advisor's fees usually depend on which services the firm provides the client. Fees charged by the company most likely consist of any blend of the following fee types: asset-based or performance-based. The company does not provide a wrap fee program, in which the firm offers a bundle of services for a single fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 26% of firms
Performance-based
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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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
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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 firm works with high net worth investors and pooled investment vehicles. Out of its 16 customers, Skylands Capital, LLC's biggest client group is high net worth investors, although it also caters to nine high-net-worth individuals. The SEC defines a high-net-worth individual as someone who has at least $750,000 in AUM or a net worth of at least $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). About 13% of its customers are from outside of the U.S.
- High-Net-Worth Individuals* - 64.29%
- Other Individuals - 0%
- Corporations - 35.71%
- 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
Skylands Capital, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Skylands Capital, LLC
Milwaukee, WI
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