SKY ALPHA ASSET ADVISORS
Firm details
- Headquarters
- BOCA RATON, Florida
- CRD number
- 295839
- Registered since
- May 3, 2018
- Website
- www.skyalphaadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Commissions
- Client types
- HNWI67.48%
- Corporations / Businesses25.33%
- Individuals4.29%
- Charitable Organizations2.91%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
SKY Alpha Asset Advisors is an independent registered investment adviser formed as a limited liability company and operating since 2018. The firm serves both individual and family clients as well as institutional clients, offering financial planning, portfolio management for individuals and small businesses, and pension consulting-style services. It charges clients using a mix of percentage-of-AUM fees and commission-based arrangements. Investment activity centers on traditional public investments, with a clear tilt toward pooled public funds and mutual funds, but the firm also places client capital into private markets and corporate credit when appropriate. SKY Alpha is not positioned as a multi-state or ESG-focused manager and does not operate as a dedicated capital allocator; instead it integrates third-party alternative managers alongside public-market strategies to meet client objectives.
Assets & Accounts
Investments & Alternatives
Location & Offices
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
- Public Funds/Mutual Funds40%
- Exchange Traded Equities35%
- US Government Bonds11%
- Other5%
- State & Local Bonds4%
Owners & executives
2 of 2ELVIS RODRIGUEZ
Managing Partner, CCO and COOCRD 3129852
MICHAEL SHATSKY
Managing Partner and Chief Investment OfficerCRD 2430683
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BOCA RATON, FL
PALM BEACH
Location
BOCA RATON, FL
Headquartered in BOCA RATON, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- PALM BEACH
- Address
- 7284 W Palmetto Park Rd
- Time zone
- ET (UTC-5)
- Office locations
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