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| Sankala Group LLC
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| CRD # | 154806 |
| SEC # | 801-129449 |
| CIK # | 0002113426 |
| AUM | 159.1 M (2026-03-04) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 720-310-0605 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| 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 ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($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 |
| Clients | 6 (1 non-US) |
| Serves | Retail |
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