|
⚲
|
| SkyOak Capital Inc
✚
|
|
|---|---|
| CRD # | 154248 |
| SEC # | 801-118745 |
| CIK # | |
| AUM | $219.2 M (2026-03-06) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 800-971-8070 |
| Address | 6671 Las Vegas Blvd S Las Vegas, NV 89119 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | LVSI Ltd | 2021-03-03 | 0.0 | |
| HF | LVSI LP | 2020-12-11 | 9.3 | |
| HF | Flamingo All Weather Fund Ltd | 2020-06-10 | 1.0 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 191 | 42.2 |
| (b) Individuals (high net worth individuals) | 45 | 147.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 27 | 28.6 |
| (h) Charitable organizations | 2 | 0.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 671 | 219.2 |
| By Discretionary | ||
| Discretionary | 491 | 132.1 |
| Non-Discretionary | 180 | 87.1 |
| Total | 671 | 219.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 219.2 | |
| Total | 671 | 219.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Convoy Investments LLC
✚
|
0.3 | |
|
CMG Capital Management Group Inc
✚
|
PA | 0.3 |
|
Sharpepoint LLC
✚
|
AZ | 0.2 |
|
Alpha Wealth Funds LLC
✚
|
UT | 0.2 |
|
Bireme Capital LLC
✚
|
MD | 0.2 |
|
Desert Rose Capital Management Inc
✚
|
ID | 0.2 |
|
Guild Investment Management Inc
✚
|
CA | 0.2 |
|
Philadelphia Investment Partners LLC
✚
|
NJ | 0.2 |
|
Opal Advisors LLC
✚
|
WA | 0.2 |
|
Marin Capital Management LLC
✚
|
CA | 0.2 |