Skypoint Capital Advisors, LLC

RIASEC RegisteredEst. 2023
Total AUM
$109M
Discretionary
$109M
100% of AUM
Avg account
$109M
Accounts
1
Employees
1
Advisory reps
5

Firm details

Headquarters
Atlanta, Georgia
CRD number
314979
Registered since
May 19, 2023
Fee structure
Percentage of AUM
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Skypoint Capital Advisors, LLC is an SEC-registered institutional registered investment adviser organized as a limited liability company. The firm was registered with the SEC in 2023 and is owned by an individual. Its advisory remit centers on portfolio management for investment companies, and it charges clients on a percentage-of-assets-under-management basis. Skypoint reports an affiliation with a broker-dealer and indicates it does not operate as a capital allocator, is not an active ESG investor, and does not provide pension consulting or maintain related adviser arrangements. The firm’s stated client base is institutional, and its operational footprint appears focused rather than multi-state. These attributes suggest Skypoint is positioned to serve a narrow set of institutional mandates rather than retail or broad wealth-management relationships.

Assets & Accounts

Location & Offices

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

Owners & executives

3 of 3
  • Charles Black

    Chief Compliance OfficerCRD 6383619

  • Peter Schendel

    Peter Schendel

    Chief Investment OfficerCRD 5742018

  • Brian Smith

    Brian Smith

    Founder and CEOCRD 6433628

Contacts

2 of 2
  • Eric Anderson

    Eric Anderson

    Founder & Managing PartnerCRD 2443700

  • David Kalin

    David Kalin

    Founder & Managing PartnerCRD 5769107

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

FINTRX

Location

Primary office

Atlanta, GA

Fulton

Location

Atlanta, GA

Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.

Metro area
Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
Region
South
County
Fulton
Address
1 Glenlake Pkwy
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth