Sankala Group LLC

Overview

Sankala Group LLC is a small, individually owned RIA formed as an LLC and registered with the SEC in 2024. The firm focuses on portfolio management for individuals and small businesses, charging clients on a percentage-of-AUM basis with supplemental hourly fees. Client coverage is concentrated on individuals and families rather than institutional mandates. Investment activity shows a clear tilt toward liquid exchange-traded instruments, with a dominant allocation to ETFs and a preference for equities. Sankala Group is not an active ESG investor and is registered as an unclassified adviser. Manager allocation interest centers on liquid public markets for core exposure, complemented by allocations to external real estate managers for alternative diversification. The firm runs both discretionary and non‑discretionary mandates, with most client assets managed on a discretionary basis.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices