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 held investment adviser structured as a limited liability company and registered with the SEC since 1999. The firm serves both individual and family clients as well as institutional investors and offers portfolio management across individuals/small businesses, investment companies, and businesses or institutions. Its fees are charged as a percentage of assets under management (with other fee arrangements also noted). Skba is not registered as a multi-state adviser, is not positioned as a capital allocator, and does not identify as an active ESG investor.
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 2RACHEL SIMONELLI HARRISON
Chief Compliance OfficerCRD 8230349
SHELLEY MANN
Chief Compliance OfficerCRD 4875067
Contacts
3 of 7JONATHAN MARCIA
Manager of OperationsCRD 4807544
SANDY LIANG
CRD 8230425
THOMAS HIESTER
Investment AnalystCRD 5558935
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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