SKYPOINT CAPITAL ADVISORS, LLC
Adviser information for SKYPOINT CAPITAL ADVISORS, LLC last updated from Form ADV on March 11th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 1 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 1 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1 | $108.2M |
| Non-Discretionary | 0 | $0 |
| Total | 1 | $108.2M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 1 | $108.2M |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for investment companies |
|---|---|
| Compensation | % of AUM |
Identifiers
| SEC RIA File Number | 801-128009 |
|---|---|
| SEC ERA File Number | 801-128009 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 314979 |
| Legal Entity Identifier | None |
Principal Office
1380 WEST PACES FERRY ROADSUITE 2180
ATLANTA
GA
United States
Monday - Friday, 8:00 AM - 5:00 PM
Tel: 844-385-1050, Fax: None
Websites
Chief Compliance Officer
CHARLES C. BLACK
COMPLIANCE CONSULTANT
6224 TURPIN HILLS DRIVE
CINCINNATI
OH
United States
Tel:
859-474-2413
C************@******O
(Full email address available in API data)
Regulatory Contact
BRIAN SMITH
CHIEF EXECUTIVE OFFICER
1380 WEST PACES FERRY ROAD
SUITE 2180
ATLANTA
GA
United States
Tel:
844-385-1050
B*****@****************M
(Full email address available in API data)
Industry Affiliates
| SKYPOINT CAPITAL PARTNERS, LLC | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| Anderson, Eric, Matthew | Individual | – | PRINCIPAL | 05/2021 | 25-50% |
| BLACK, CHARLES, CURTIS | Individual | – | CHIEF COMPLIANCE OFFICER | 04/2023 | < 5% |
| SMITH, BRIAN, PATRICK | Individual | – | CHIEF EXECUTIVE OFFICER | 05/2021 | 25-50% |
| Kalin, David | Individual | – | PRINCIPAL | 05/2021 | 25-50% |