Skba Capital Management, LLC
Firm details
- Headquarters
- San Francisco, California
- CRD number
- 108542
- Registered since
- April 2, 1999
- Website
- www.skba.com
- Custodians
- THE BANK OF NEW YORK MELLON, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
- Fee structure
- Percentage of AUM, Other
- Client types
- State / Municipal Government71.79%
- Corporations / Businesses13.14%
- HNWI7.06%
- Investment Companies4.37%
- Pension & Profit Sharing Plans2.91%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Skba Capital Management, LLC is a privately organized limited liability company that operates as an institutional registered investment adviser. The firm is registered with the SEC (registration year 1999) and serves a mix of high-net-worth individuals and families as well as institutional clients. Its advisory services concentrate on discretionary portfolio management across individuals/small businesses, investment companies, and business or institutional accounts. The firm charges fees based on a percentage of assets under management and may use additional fee arrangements. Skba reports a preference for equities and is not identified as an active ESG investor or a capital allocator to third-party funds.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities93%
- Public Funds/Mutual Funds4%
- Cash & Cash Equivalents2%
- US Government Bonds1%
Owners & executives
2 of 2Shelley Mann
Chief Compliance OfficerCRD 4875067
Rachel Simonelli Harrison
Chief Compliance OfficerCRD 8230349
Contacts
3 of 6Matthew Segura
Director of Institutional SalesCRD 5541767
Thomas Hiester
Investment AnalystCRD 5558935
Joshua Rothe
PresidentCRD 2381366
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
San Francisco, CA
San Francisco
Location
San Francisco, CA
Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- San Francisco
- Address
- 601 California St
- Time zone
- PT (UTC-8)
- Office locations
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