Sankota Capital LLC

RIAState Registered
Total AUM
$57.4M
Discretionary
$57.4M
100% of AUM
Avg account
$1.6M
Accounts
35
Employees
4
Advisory reps
2

Firm details

Headquarters
Chicago, Illinois
CRD number
333468
Registered since
November 20, 2024
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI89.26%
  • Charitable Organizations9.11%
  • Individuals1.63%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Sankota Capital LLC is an independent, Illinois-based investment advisory organized as a limited liability company and owned by an individual. The firm provides fee-based portfolio management primarily to individuals and families, with additional client work for small businesses and institutional/business accounts. Compensation is charged as a percentage of assets under management. Sankota does not identify itself as an ESG investor and does not list multi-state adviser status or pension consultancy services on its filing.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 98%, Cash & Cash Equivalents 2%98%
  • Exchange Traded Equities98%
  • Cash & Cash Equivalents2%

Contacts

2 of 2
  • Frances Tuite

    Frances Tuite

    Co-Founder and Portfolio ManagerCRD 1887822

  • Catriona Duncan

    Catriona Duncan

    Co-FounderCRD 6417666

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Chicago, IL

Cook

Location

Chicago, IL

Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
Cook
Address
1550 W Carroll Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth