SKBA CAPITAL MANAGEMENT, LLC
Adviser information for SKBA CAPITAL MANAGEMENT, LLC last updated from Form ADV on February 15th, 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 | 10 |
---|---|
Investment Advisory/Research | 6 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 5 |
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 | 29 | $646.0M |
Non-Discretionary | 0 | $0 |
Total | 29 | $646.0M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 10 | $4.6M |
HNW Individuals | 9 | $38.2M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 2 | $12.1M |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | <5 | $18.8M |
Charitable organizations | 0 | $0 |
State or municipal gov entities | 5 | $471.4M |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | <5 | $101.0M |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 8 |
No. of Non-U.S. Clients | 0 |
Services
Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for investment companiesPortfolio management for businesses or institutional clientsMODEL RESEARCH PROVIDER |
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Compensation | % of AUMPERCENTAGE OF MODEL PORTFOLIO ASSETS |
Principal Office
601 CALIFORNIA ST., SUITE 1500SAN FRANCISCO
CA
United States
Monday - Friday, 7:00AM - 5:00PM
Tel: 415-989-7852, Fax: 415-989-2114
Chief Compliance Officer
SHELLEY H. MANN
SVP, DIRECTOR OF TRADING
601 CALIFORNIA ST., SUITE 1500
SAN FRANCISCO
CA
United States
Tel:
415-989-7852
Fax:
415-989-2114
M***@*******M
(Full email address available in API data)
Regulatory Contact
RACHEL SIMONELLI
DIRECTOR OF CLIENT RELATIONS & COMPLIANCE
601 CALIFORNIA ST., SUITE 1500
SAN FRANCISCO
CA
United States
Tel:
415-989-7852
S********@*******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 |
---|---|---|---|---|---|
BISCHEL, ANDREW, WALTER | Individual | – | MEMBER, CHAIRMAN, CEO, CIO | 01/2019 | 10-25% |
MANN, SHELLEY, HORROCKS | Individual | – | MEMBER, SVP, DIR. TRADING, CHIEF COMPLIANCE OFFICER | 01/2008 | 10-25% |
ROTHE, JOSHUA, JACQUES | Individual | – | MEMBER, PRESIDENT, DIR. RESEARCH | 01/2008 | 10-25% |
SEGURA, MATTHEW, RICARDO | Individual | – | MEMBER, DIRECTOR OF INSTITUTIONAL PORTFOLIO MANAGEMENT | 12/2020 | 10-25% |
KE, EVAN, XIAOYI | Individual | – | MEMBER, DIRECTOR OF QUANTITATIVE RESEARCH | 12/2020 | 10-25% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 12th, 2024 for period ending June 30th, 2024
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
3M CO | COM | 6M | 56K | – |
ABBVIE INC | COM | 955K | 6K | – |
AIR LEASE CORP | CL A | 10M | 202K | – |
AIR PRODS & CHEMS INC | COM | 5M | 21K | – |
ALPHABET INC | CAP STK CL A | 403K | 2K | – |
AMERICAN EXPRESS CO | COM | 382K | 2K | – |
AMERICAN INTL GROUP INC | COM NEW | 12M | 163K | – |
AMERIPRISE FINL INC | COM | 1M | 2K | – |
AMGEN INC | COM | 7M | 21K | – |
AT&T INC | COM | 20M | 1M | – |
BANK AMERICA CORP | COM | 221K | 6K | – |
BECTON DICKINSON & CO | COM | 206K | 880 | – |
BERKLEY W R CORP | COM | 445K | 6K | – |
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 537K | 1K | – |
BROOKFIELD ASSET MANAGMT LTD | CL A LMT VTG SHS | 5M | 143K | – |
BROOKFIELD CORP | CL A LTD VT SH | 323K | 8K | – |
CARDINAL HEALTH INC | COM | 11M | 107K | – |
CHEVRON CORP NEW | COM | 9M | 56K | – |
CISCO SYS INC | COM | 8M | 169K | – |
CITIGROUP INC | COM NEW | 13M | 200K | – |
CME GROUP INC | COM | 14M | 72K | – |
COHERENT CORP | COM | 298K | 4K | – |
COMCAST CORP NEW | CL A | 13M | 324K | – |
CONOCOPHILLIPS | COM | 18M | 158K | – |
COREBRIDGE FINL INC | COM | 19M | 647K | – |
DARDEN RESTAURANTS INC | COM | 15M | 102K | – |
EQUINOR ASA | SPONSORED ADR | 5M | 173K | – |
FEDEX CORP | COM | 10M | 35K | – |
GENUINE PARTS CO | COM | 7M | 52K | – |
GRAPHIC PACKAGING HLDG CO | COM | 309K | 12K | – |
HASBRO INC | COM | 7M | 112K | – |
HEALTHCARE RLTY TR | CL A COM | 9M | 564K | – |
HERSHEY CO | COM | 6M | 31K | – |
INGREDION INC | COM | 12M | 106K | – |
INTERNATIONAL BUSINESS MACHS | COM | 18M | 104K | – |
JPMORGAN CHASE & CO. | COM | 1M | 5K | – |
KENVUE INC | COM | 9M | 492K | – |
KINDER MORGAN INC DEL | COM | 17M | 845K | – |
KONINKLIJKE PHILIPS N V | NY REGIS SHS NEW | 15M | 585K | – |
KONTOOR BRANDS INC | COM | 20M | 309K | – |
L3HARRIS TECHNOLOGIES INC | COM | 10M | 43K | – |
LABCORP HOLDINGS INC | COM SHS | 265K | 1K | – |
LEAR CORP | COM NEW | 9M | 76K | – |
LOWES COS INC | COM | 6M | 28K | – |
MEDTRONIC PLC | SHS | 17M | 220K | – |
MERCK & CO INC | COM | 22M | 174K | – |
METLIFE INC | COM | 12M | 175K | – |
MOLSON COORS BEVERAGE CO | CL B | 9M | 181K | – |
MONDELEZ INTL INC | CL A | 270K | 4K | – |
NETAPP INC | COM | 15M | 117K | – |
NVENT ELECTRIC PLC | SHS | 781K | 10K | – |
NXP SEMICONDUCTORS N V | COM | 15M | 54K | – |
PACKAGING CORP AMER | COM | 10M | 55K | – |
PARAMOUNT GLOBAL | CLASS B COM | 218K | 21K | – |
PARKER-HANNIFIN CORP | COM | 8M | 16K | – |
PEPSICO INC | COM | 6M | 37K | – |
PFIZER INC | COM | 12M | 412K | – |
PHILLIPS 66 | COM | 12M | 88K | – |
PINNACLE WEST CAP CORP | COM | 13M | 169K | – |
RADIAN GROUP INC | COM | 13M | 403K | – |
REALTY INCOME CORP | COM | 8M | 160K | – |
REGENERON PHARMACEUTICALS | COM | 778K | 740 | – |
RIO TINTO PLC | SPONSORED ADR | 6M | 93K | – |
RTX CORPORATION | COM | 24M | 240K | – |
SCHWAB CHARLES CORP | COM | 9M | 124K | – |
TARGET CORP | COM | 8M | 57K | – |
TE CONNECTIVITY LTD | SHS | 309K | 2K | – |
TEXAS INSTRS INC | COM | 10M | 53K | – |
TEXAS PACIFIC LAND CORPORATI | COM | 1M | 1K | – |
UNION PAC CORP | COM | 7M | 32K | – |
VERIZON COMMUNICATIONS INC | COM | 2M | 46K | – |
VICI PPTYS INC | COM | 9M | 330K | – |
WELLS FARGO CO NEW | COM | 13M | 218K | – |
WEYERHAEUSER | COM NEW | 8M | 267K | – |