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| Sky-Mountain Capital Management Inc
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|---|---|
| CRD # | 312915 |
| SEC # | 801-120497 |
| CIK # | 0002065074 |
| AUM | $210.6 M (2026-02-26) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 208-471-4261 |
| Address | 251 Northwood Way Ketchum, ID 83340 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| SPDR Gold Trust | 26.1 | ||
| Fidelity Wise Origin Bitcoin Fund | 5.0 | ||
| Nike Inc | 4.4 | ||
| Apple Inc | 3.8 | ||
| Nvidia Corp | 1.8 | ||
| MicroStrategy Inc | 1.7 | ||
| Boeing Co | 1.2 | ||
| United Technologies Corp /DE/ | 1.1 | ||
| Amazon Com Inc | 1.0 | ||
| Alphabet Inc | 0.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 87 | 58.4 |
| (b) Individuals (high net worth individuals) | 54 | 152.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 519 | 210.6 |
| By Discretionary | ||
| Discretionary | 505 | 207.2 |
| Non-Discretionary | 14 | 3.4 |
| Total | 519 | 210.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.6 | |
| United States Persons | 210.0 | |
| Total | 519 | 210.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002065074] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Halbert Wealth Management Inc
✚
|
TX | 0.2 |
|
Renaud & Company LLC
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|
MO | 0.2 |
|
Parkstone Wealth Management LLC
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|
TX | 0.2 |
|
Guerra Pan Advisors LLC
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|
0.2 | |
|
Crescent Sterling Ltd
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|
LA | 0.2 |
|
Alcosta Capital Management Inc
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|
CA | 0.2 |
|
Treetop Wealth Management LLC
✚
|
IL | 0.2 |
|
Sander Capital Advisors Inc
✚
|
WA | 0.2 |
|
Magellan Planning Group Inc
✚
|
GA | 0.2 |
|
Gouws Capital LLC
✚
|
NC | 0.2 |