Skylid Capital Management, Inc.
RIASEC Registered
Total AUM
$17.5M
Discretionary
$17.5M
100% of AUM
Avg account
$436K
Accounts
40
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 282736
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI76.53%
- Individuals23.47%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Skylid Capital Management, Inc. is a small, privately owned advisory corporation that provides portfolio management for individuals and small businesses. The firm charges fees as a percentage of assets under management and focuses on traditional advisory relationships rather than institutional or pension work. Its client base is individual and family-oriented, and the adviser does not position itself as an active ESG investor or a multi-state adviser.
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 Equities62%
- Derivatives21%
- Cash & Cash Equivalents17%
Contacts
1 of 1Charan Singh
PresidentCRD 4841122
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations