SKALE INVESTMENTS LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
4
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
LONE TREE, Colorado
CRD number
322396

Firm profile

FINTRX

Overview

Skale Investments LLC operates as a small, privately held investment manager and sponsor that organizes and runs pooled investment vehicles. The firm’s public profile shows it acting as an adviser, general partner and managing member of at least one pooled vehicle—its activity is concentrated on running that pooled hedge fund rather than providing broad retail advisory services. Skale Investments LLC is not listed as an active ESG investor, is not registered as a multi-state adviser, and does not position itself as a capital allocator in the sense of managing third‑party separate accounts. The firm’s client-facing footprint is narrow and fund-centric: its business model emphasizes vehicle sponsorship and the operational roles that accompany managing a hedge fund.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Kelsey Leo

    COOCRD 7239131

  • STEPHEN LEMANSKI

    Chief Financial OfficerCRD 2796955

Contacts

2 of 2
  • KENTON LEO

    Portfolio ManagerCRD 6316731

  • SEJAL PATEL

    Portfolio ManagerCRD 7239130

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

LONE TREE, CO

DOUGLAS

Location

LONE TREE, CO

Headquartered in LONE TREE, CO, anchoring the Denver-Aurora, CO metro in the West.

Metro area
Denver-Aurora, CO
Region
West
County
DOUGLAS
Address
9068 Forsstrom Dr
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth