SANKOTA CAPITAL LLC

Overview

Sankota Capital LLC is a small, equity-focused registered investment adviser that provides discretionary portfolio management to individuals, families and small businesses, as well as institutional or business clients. The firm bills on a percentage-of-assets basis and operates as a limited liability company owned by an individual. Its advisory mandate emphasizes liquid, exchange-traded instruments—primarily equities and ETFs—managed through separately managed account structures. The ADV shows the firm is not positioned as an ESG specialist, is not a multi-state adviser, and does not act as a capital allocator or pension consultant; instead it sources exposure through external funds and mutual funds when alternatives are used. Investment activity centers on active equity allocation within SMA wrappers custodied at Charles Schwab & Co., Inc., with fully discretionary authority over client accounts. The adviser appears to favor straightforward, liquid implementations for core portfolio exposure while retaining the flexibility to access third‑party alternative fund managers and mutual funds for diversification when appropriate.

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