Sankala Group LLC

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Sankala Group LLC
CRD #154806
SEC #801-129449
CIK #0002113426
AUM 159.1 M (2026-03-04)
Employees 4 (100% Investors, 0% Brokers)
Fees
Minimum
Phone720-310-0605
Address
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($M)
170136102683402010201520212027
Fees and Compensation — Form ADV Part 2A (3/4/2026) [Brochure]
5.   Fees & Compensation         The Company's discretionary asset management services are fee-only services,
                                     billed directly to the Client on a quarterly basis in arrears, either through direct
                                     deduction by the Custodian, or on net 30-day terms, as applicable. The assets
                                     billed will be calculated on the average daily balance during the quarter, or if
                                     such information is not available then on the average of the opening and closing
                                     quarterly account balances, as valued by the Independent Custodian.

                                     In all cases both the Client and the Custodian will receive an invoice from the
                                     Company for fees billed clearly detailing the billing details. The Custodian will
                                     also send monthly statements to the Client showing all disbursements from the
                                     account, including the amount of the advisory fees. The Client provides written
                                     authorization for the Custodian to pay the Company as detailed in the Client
                                     invoice.

                                     The Company's discretionary advisory agreements are at-will and can be
                                     terminated by the Client or the Company at any time by providing written
                                     notice. Any accrued advisory fees will be pro-rated based on the number of
                                     days the Company managed the account up to the day of termination. No fees
                                     are payable in advance. Discretionary advisory fees are not negotiable but may
                                     be adjusted based on mandate complexity and Client circumstance.

                                     The Company's non-discretionary investment advisory services are billed hourly,
                                     directly to the Client, in arrears, on a quarterly or biannual basis with net 30-day
                                     terms. The Company's non-discretionary advisory agreements are at-will and
                                     can be terminated by the Client or the Company at any time by providing

Sankala Group LLC | Form ADV II A & B | Page 5 of 17
This disclosure document is subject to periodic updates: Updated: 3/4/2026

                                     written notice. Non-discretionary advisory fees are not negotiable but may be
                                     adjusted based on project complexity and Client circumstance.

                                     Clients may terminate both discretionary and non-discretionary advisory
                                     agreements within 5 business days of initiation without cost.

                                     The Company does not receive compensation or commissions of any type in
                                     connection with the particular investment products it recommends. Some of
                                     the investment products, brokerages and custodians that the Company
                                     recommends do, however, charge their own management fees, commissions,
                                     and account maintenance fees, which are paid directly to those companies.
                                     Sankala Group LLC does not participate in or receive any of these fees. The
                                     Company may also negotiate with these entities for better terms on behalf of its
                                     Clients. Please see Section 12 – “Brokerage Practices” – for additional details.

                                     Non-discretionary investment advisory Clients may choose to implement the
                                     Company’s investment advice through Broker/Dealers and Custodians of their
                                     choice. Asset management Clients will be required to use Brokers/Dealers and
                                     Independent Custodians approved by Sankala Group LLC.

                                     The Company's fee structure is as follows: Discretionary asset management
                                     services, 0.25% to 1.5% of assets under management per annum, depending on
                                     mandate type, complexity and size.

                                     Non-discretionary investment advisory services – $150-$350 per hour,
                                     depending on mandate type, complexity and size.
Account Minimums and Types of Clients — Form ADV Part 2A (3/4/2026) [Brochure]
7.   Types of Clients            Sankala Group LLC works with both individual and institutional investors,
                                     including but not limited to: individuals, high-net-worth individuals, estates,
                                     trusts, charitable organizations, and corporations.

                                     Due to the transactional costs associated with the Company's investment
                                     strategies as well as the need for certain thresholds of investment diversity in
                                     Client accounts, the Company has established a Client aggregate account
                                     minimum for discretionary asset management services. The minimum initial
                                     account size is $500,000 USD, unless waived by the Company.
Sector Form 13F Holdings Value ($M)
World Currency Gold Trust 4.7
Microsoft Corp 2.0
iShares Gold Trust Micro 1.7
Alphabet Inc 1.5
Nvidia Corp 1.3
Apple Inc 1.2
Rayonier Inc 0.9
Vipshop Holdings Ltd 0.8
 
 
 
Holdings by Sector ($M)
13010478522602025202520262027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 58 20.5
(b) Individuals (high net worth individuals) 49 123.3
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 15.3
(n) Other 0 0.0
Total 447 159.1
By Discretionary
Discretionary 431 133.3
Non-Discretionary 16 25.8
Total 447 159.1
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 159.1
Total 447 159.1
EDGAR Form CIK 2011 - 2026
13F-HR [0002113426]
Firm Profile (Form ADV)
Discretionary AUM$0.1B
Clients6 (1 non-US)
ServesRetail
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