SKBA CAPITAL MANAGEMENT, LLC

RIASEC RegisteredEst. 1999
Total AUM
$732M
Discretionary
$732M
100% of AUM
Avg account
$26.1M
Accounts
28
Employees
10
Advisory reps
9

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 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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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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
  • RACHEL SIMONELLI HARRISON

    Chief Compliance OfficerCRD 8230349

  • SHELLEY MANN

    Chief Compliance OfficerCRD 4875067

Contacts

3 of 7
  • JONATHAN MARCIA

    Manager of OperationsCRD 4807544

  • SANDY LIANG

    CRD 8230425

  • THOMAS HIESTER

    Investment AnalystCRD 5558935

Unlock 4 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