SANKALA GROUP LLC
Adviser information for SANKALA GROUP LLC last updated from Form ADV on January 19th, 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 | Colorado, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 3 |
| 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 | 391 | $80.0M |
| Non-Discretionary | 13 | $25.3M |
| Total | 404 | $105.2M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 61 | $15.8M |
| HNW Individuals | 35 | $89.4M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| 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 | <5 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 9 |
| No. of Non-U.S. Clients | 2 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesNON-DISCRETIONARY INVESTMENT AND FINANCIAL ADVISORY/FINANCIAL CONSULTING SERVICES. |
|---|---|
| Compensation | % of AUMHourly charges |
Identifiers
| SEC RIA File Number | 801-129449 |
|---|---|
| SEC ERA File Number | 801-129449 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 154806 |
| Legal Entity Identifier | None |
Principal Office
431 EVANS ST.#2649
LYONS
CO
United States
Monday - Friday, 8:00-3:00 MST
Tel: 720-310-0605, Fax: 866-892-0819
Chief Compliance Officer
HAROLD A HALLSTEIN
MANAGING MEMBER
431 EVANS ST
#2649
LYONS
CO
United States
Tel:
720-310-0605
H*@***************M
(Full email address available in API data)
Regulatory Contact
HAROLD A HALLSTEIN
MANAGING PARTNER
431 EVANS ST.
#2649
LYONS
CO
United States
Tel:
3038958500
Fax:
(866) 892-0819
H*@***************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| HALLSTEIN, HAROLD, A. | Individual | – | MANAGING PARTNER - CCO | 07/2010 | 50-75% |
| DENKENWOLF, THOMAS, MICHAEL | Individual | – | PARTNER - CIO | 01/2017 | 25-50% |