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 a privately owned limited liability company that registers with the SEC (registration year listed as 2023) and provides advisory services to institutional clients. Its stated advisory activity is portfolio management for investment companies, and it charges clients a fee calculated as a percentage of assets under management. The firm is owner-operated and is not identified as a capital allocator. The firm is not an active ESG investor, is not designated as a multi-state adviser, and does not operate as a pension consultant or related adviser. Skypoint also lists an affiliation with a broker-dealer.

Assets & Accounts

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

Owners & executives

3 of 3
  • CHARLES BLACK

    Chief Compliance OfficerCRD 6383619

  • PETER SCHENDEL

    Chief Investment OfficerCRD 5742018

  • BRIAN SMITH

    Founder and CEOCRD 6433628

Contacts

2 of 2
  • Eric Anderson

    Founder & Managing PartnerCRD 2443700

  • 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

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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