Sky-Mountain Capital Management Inc

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Assets, Funds, Holdings

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Sky-Mountain Capital Management Inc
CRD #312915
SEC #801-120497
CIK #0002065074
AUM 210.6 M (2026-02-26)
Employees 2 (50% Investors, 0% Brokers)
Fees
Minimum
Phone208-471-4261
Address251 Northwood Way
Ketchum, ID 83340
Source [IAPD] [EDGAR] [Website]
Total AUM ($M)
2502001501005002010201520212027
Sector Form 13F Holdings Value ($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 ($M)
16012896643202023202420252027
AUM Breakdown Accounts AUM ($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]
Firm Profile (Form ADV)
Clients10
ServesRetail
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