SKYLANDS CAPITAL, LLC
Adviser information for SKYLANDS CAPITAL, LLC last updated from Form ADV on March 27th, 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 | Wisconsin, United States |
Employees
Total Number of Employees | 8 |
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Investment Advisory/Research | 4 |
Registered Broker-Dealer Representatives | 0 |
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 |
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Type | Accounts | RAUM |
---|---|---|
Discretionary | 15 | $728.7M |
Non-Discretionary | 0 | $0 |
Total | 15 | $728.7M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | <5 | $0 |
HNW Individuals | 8 | $31.3M |
Banking or thrift institutions | <5 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 5 | $667.2M |
Pension and profit sharing plans | <5 | $30.2M |
Charitable organizations | <5 | $0 |
State or municipal gov entities | <5 | $0 |
Other investment advisers | <5 | $0 |
Insurance companies | <5 | $0 |
Sovereign wealth funds and foreign official institutions | <5 | $0 |
Corporations or other businesses | <5 | $0 |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 13 |
No. of Financial Planning Clients | 0 |
Services
Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clients |
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Compensation | % of AUMPerformance-based fees |
Other Business Activities | Commodity pool operator or commodity trading advisor |
Principal Office
1200 NORTH MAYFAIR ROADSUITE 250
MILWAUKEE
WI
United States
Monday - Friday, 8:00-5:00 P.M.
Tel: 414-256-3380, Fax: 414-256-3396
Websites
Chief Compliance Officer
VIRGINIA E. SHAFFAR
VICE-PRESIDENT, TREASURER AND CHIEF COMPLIANCE OFFICER
1200 NORTH MAYFAIR ROAD
SUITE 250
MILWAUKEE
WI
United States
Tel:
414-256-3399
Fax:
414-256-3396
V*@******************M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|---|---|---|---|
HARBOUR HOLDINGS LTD | Hedge Fund | $40.1M | $0.0M | 29 |
SKYLANDS QUEST LLC | Hedge Fund | $126.5M | $0.0M | 41 |
SKYLANDS SPECIAL INVESTMENT II LLC | Hedge Fund | $74.6M | $0.0M | 19 |
SKYLANDS SPECIAL INVESTMENT LLC | Hedge Fund | $381.0M | $0.0M | 74 |
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
PAQUELET, CHARLES, ANDREW | Individual | – | PRESIDENT, SOLE MEMBER | 03/2004 | > 75% |
PULITO, STEVEN, FRANK | Individual | – | VICE PRESIDENT AND CHIEF OPERATIONS OFFICER | 07/2018 | < 5% |
RIESING, VIRGINIA, ELIZABETH | Individual | – | VICE PRESIDENT, TREASURER & CHIEF COMPLIANCE OFFICER | 11/2019 | < 5% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 26th, 2024 for period ending June 30th, 2024
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
GAUZY LTD | SHS | 825K | 69K | – |
ACCO BRANDS CORP | COM | 163K | 35K | – |
AMC ENTMT HLDGS INC | CL A NEW | 50K | 10K | – |
ADEIA INC | COM | 2M | 208K | – |
AGILENT TECHNOLOGIES INC | COM | 3K | 25 | – |
AGNICO EAGLE MINES LTD | COM | 3M | 50K | – |
AIR PRODS & CHEMS INC | COM | 308K | 1K | – |
ALPHABET INC | CAP STK CL C | 2M | 10K | – |
ALPHABET INC | CAP STK CL A | 30M | 163K | – |
AMAZON COM INC | COM | 3M | 18K | – |
U HAUL HOLDING COMPANY | COM | 145K | 2K | – |
U HAUL HOLDING COMPANY | COM SER N | 2M | 27K | – |
AMERICAN TOWER CORP NEW | COM | 9M | 46K | – |
APPLE INC | COM | 37M | 175K | – |
ARCH RESOURCES INC | CL A | 36M | 233K | – |
ARCHER DANIELS MIDLAND CO | COM | 3M | 57K | – |
ASTEC INDS INC | COM | 650K | 22K | – |
ASURE SOFTWARE INC | COM | 1M | 150K | – |
BK OF AMERICA CORP | COM | 3M | 82K | – |
BARRICK GOLD CORP | COM | 7M | 425K | – |
BEACON ROOFING SUPPLY INC | COM | 21M | 228K | – |
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 793K | 2K | – |
BERRY GLOBAL GROUP INC | COM | 509K | 9K | – |
BEST BUY INC | COM | 771K | 9K | – |
BIO RAD LABS INC | CL A | 382K | 1K | – |
BIOTE CORP | CLASS A COM | 1M | 161K | – |
BLACKROCK INC | COM | 945K | 1K | – |
BOOT BARN HLDGS INC | COM | 3M | 20K | – |
BRISTOL-MYERS SQUIBB CO | COM | 9M | 221K | – |
BRUNSWICK CORP | COM | 1M | 16K | – |
CBOE GLOBAL MKTS INC | COM | 3M | 18K | – |
CME GROUP INC | COM | 895K | 5K | – |
CSX CORP | COM | 7M | 214K | – |
CAMECO CORP | COM | 369K | 8K | – |
CASELLA WASTE SYS INC | CL A | 40K | 400 | – |
CHEWY INC | CL A | 52K | 2K | – |
CITIGROUP INC | COM NEW | 8M | 118K | – |
COGENT COMMUNICATIONS HLDGS | COM NEW | 7M | 117K | – |
COHERENT CORP | COM | 12M | 160K | – |
COLUMBUS MCKINNON CORP N Y | COM | 8M | 239K | – |
COMPASS MINERALS INTL INC | COM | 1M | 103K | – |
QUIDELORTHO CORP | COM | 5M | 139K | – |
CROWN CASTLE INTL CORP NEW | COM | 24M | 248K | – |
CROWN CRAFTS INC | COM | 1M | 209K | – |
CROWN HLDGS INC | COM | 179K | 2K | – |
CYTOSORBENTS CORP | COM NEW | 2M | 3M | – |
DENNYS CORP | COM | 2M | 259K | – |
DESIGNER BRANDS INC | CL A | 941K | 138K | – |
DIEBOLD NIXDORF INC | COM SHS | 10M | 252K | – |
DISNEY WALT CO | COM | 5M | 54K | – |
DOCUSIGN INC | COM | 214K | 4K | – |
EAGLE MATERIALS INC | COM | 9M | 43K | – |
ELANCO ANIMAL HEALTH INC | COM | 3M | 227K | – |
ELECTRONIC ARTS INC | COM | 307K | 2K | – |
ENERSYS | COM | 8M | 78K | – |
EXACT SCIENCES CORP | COM | 543K | 13K | – |
EXXON MOBIL CORP | COM | 6M | 54K | – |
FMC CORP | COM NEW | 15M | 255K | – |
META PLATFORMS INC | CL A | 6M | 11K | – |
FEDEX CORP | COM | 3M | 9K | – |
GATX CORP | COM | 565K | 4K | – |
GE HEALTHCARE TECHNOLOGIES I | COMMON STOCK | 10M | 134K | – |
GE VERNOVA INC | COM | 472K | 3K | – |
GEN RESTAURENT GROUP | CL A COM | 2M | 176K | – |
GENERAC HLDGS INC | COM | 4M | 30K | – |
GENERAL DYNAMICS CORP | COM | 218K | 750 | – |
GENERAL MTRS CO | COM | 27M | 589K | – |
GIBRALTAR INDS INC | COM | 82K | 1K | – |
GLACIER BANCORP INC NEW | COM | 277K | 7K | – |
GRAND CANYON ED INC | COM | 9M | 62K | – |
GRAPHIC PACKAGING HLDG CO | COM | 5M | 208K | – |
GRAY TELEVISION INC | COM | 1M | 256K | – |
GREENBRIER COS INC | COM | 2M | 48K | – |
HALLIBURTON CO | COM | 4M | 123K | – |
HARMONIC INC | COM | 3M | 229K | – |
HIBBETT INC | COM | 4M | 49K | – |
HILLENBRAND INC | COM | 352K | 9K | – |
HILLMAN SOLUTIONS CORP | COM | 1M | 155K | – |
HOLLEY INC | COM | 4M | 1M | – |
HOME DEPOT INC | COM | 34K | 100 | – |
I-80 GOLD CORP | COM | 180K | 167K | – |
MULTISENSOR AI HOLDINGS INC | COM | 328K | 200K | – |
INTERCONTINENTAL EXCHANGE IN | COM | 287K | 2K | – |
INVESCO QQQ TR | UNIT SER 1 | 359K | 750 | – |
IRIDIUM COMMUNICATIONS INC | COM | 6M | 214K | – |
ISHARES TR | RUSSELL 2000 ETF | 81K | 400 | – |
ISHARES INC | MSCI JPN ETF NEW | 3M | 43K | – |
JPMORGAN CHASE & CO | COM | 9M | 47K | – |
JOHNSON OUTDOORS INC | CL A | 6M | 162K | – |
JOINT CORP | COM | 9M | 633K | – |
KOPPERS HOLDINGS INC | COM | 1M | 39K | – |
LKQ CORP | COM | 859K | 21K | – |
LINCOLN ELEC HLDGS INC | COM | 4M | 21K | – |
LOVESAC COMPANY | COM | 5M | 219K | – |
LUNA INNOVATIONS INC | COM | 851K | 266K | – |
MP MATERIALS CORP | COM CL A | 3M | 207K | – |
MARTIN MARIETTA MATLS INC | COM | 5M | 9K | – |
MASTERCARD INC | CL A | 562K | 1K | – |
MASTERCRAFT BOAT HLDGS INC | COM | 821K | 44K | – |
MATTHEWS INTL CORP | CL A | 30K | 1K | – |
MCDONALDS CORP | COM | 217K | 850 | – |
MICROSOFT CORP | COM | 333K | 745 | – |
MINERALS TECHNOLOGIES INC | COM | 4M | 50K | – |
MODIVCARE INC | COM | 2M | 90K | – |
MOLSON COORS BEVERAGE CO | CL B | 1M | 27K | – |
NV5 GLOBAL INC | COM | 841K | 9K | – |
NATURES SUNSHINE PRODS INC | COM | 5M | 333K | – |
NEWMONT CORP | COM | 3M | 64K | – |
NEWPARK RES INC | COM PAR $.01NEW | 935K | 113K | – |
NORDSON CORP | COM | 139K | 600 | – |
NORFOLK SOUTHN CORP | COM | 13M | 60K | – |
OSI SYSTEMS INC | COM | 4M | 27K | – |
OCCIDENTAL PETE CORP | COM | 4M | 62K | – |
ON SEMICONDUCTOR CORP | COM | 5M | 77K | – |
OSHKOSH CORP | COM | 17M | 159K | – |
OWENS CORNING NEW | COM | 15M | 89K | – |
PATTERSON-UTI ENERGY INC | COM | 3M | 318K | – |
PAYPAL HLDGS INC | COM | 174K | 3K | – |
PELOTON INTERACTIVE INC | CL A COM | 30K | 9K | – |
PERFORMANCE FOOD GROUP CO | COM | 3K | 44 | – |
PHOTRONICS INC | COM | 3M | 114K | – |
PURE CYCLE CORP | COM NEW | 178K | 19K | – |
QUEST RESOURCE HLDG CORP | COM NEW | 2M | 246K | – |
RAYMOND JAMES FINL INC | COM | 861K | 7K | – |
RTX CORPORATION | COM | 8M | 81K | – |
S&P GLOBAL INC | COM | 2M | 4K | – |
SBA COMMUNICATIONS CORP NEW | CL A | 10M | 53K | – |
SPDR S&P 500 ETF TR | TR UNIT | 54K | 100 | – |
SPDR GOLD TRUST | GOLD SHS | 6M | 30K | – |
SS&C TECHNOLOGIES HLDGS INC | COM | 5M | 72K | – |
SPDR SER TR | S&P OILGAS EXP | 4M | 24K | – |
SCHWAB CHARLES CORP | COM | 1M | 14K | – |
SELECT SECTOR SPDR TR | ENERGY | 7M | 78K | – |
SHERWIN WILLIAMS CO | COM | 119K | 400 | – |
SILICON MOTION TECHNOLOGY CO | SPONSORED ADR | 3M | 38K | – |
SONY GROUP CORP | SPONSORED ADR | 3M | 32K | – |
SPORTSMANS WHSE HLDGS INC | COM | 468K | 194K | – |
STERICYCLE INC | COM | 2M | 29K | – |
SYMBOTIC INC | CLASS A COM | 295K | 8K | – |
T-MOBILE US INC | COM | 10M | 55K | – |
TARGET CORP | COM | 74K | 500 | – |
TARGA RES CORP | COM | 882K | 7K | – |
TRANSDIGM GROUP INC | COM | 1M | 965 | – |
TWIN DISC INC | COM | 153K | 13K | – |
ULTA BEAUTY INC | COM | 3M | 7K | – |
UNION PAC CORP | COM | 49M | 218K | – |
UNITED PARCEL SERVICE INC | CL B | 3M | 21K | – |
VISA INC | COM CL A | 12M | 45K | – |
VONTIER CORPORATION | COM | 886K | 23K | – |
WABTEC | COM | 13M | 79K | – |
WALGREENS BOOTS ALLIANCE INC | COM | 2M | 124K | – |
WESTROCK CO | COM | 144K | 3K | – |
WILLIAMS COS INC | COM | 7M | 160K | – |
WILLSCOT MOBIL MINI HLDNG CO | COM CL A | 4M | 103K | – |
WINTRUST FINL CORP | COM | 897K | 9K | – |
XPERI INC | COMMON STOCK | 2M | 217K | – |