Skba Capital Management, LLC

RIASEC Registered
Total AUM
$732M
Discretionary
$732M
100% of AUM
Avg account
$26.1M
Accounts
28
Employees
10
Advisory reps
8

Firm details

Headquarters
San Francisco, California
CRD number
108542
Registered since
April 2, 1999
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 93%, Public Funds/Mutual Funds 4%, Cash & Cash Equivalents 2%, US Government Bonds 1%93%
  • Exchange Traded Equities93%
  • Public Funds/Mutual Funds4%
  • Cash & Cash Equivalents2%
  • US Government Bonds1%

Owners & executives

2 of 2
  • Shelley Mann

    Chief Compliance OfficerCRD 4875067

  • Rachel Simonelli Harrison

    Chief Compliance OfficerCRD 8230349

Contacts

3 of 6
  • Matthew Segura

    Director of Institutional SalesCRD 5541767

  • Thomas Hiester

    Investment AnalystCRD 5558935

  • Joshua Rothe

    PresidentCRD 2381366

Unlock 3 more contacts →

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth