Skerryvore Asset Management
Firm details
- Headquarters
- Edinburgh,
- CRD number
- 330060
- Registered since
- March 22, 2024
- Website
- www.skerryvoream.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles87.01%
- Investment Companies12.99%
- Services
- Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Skerryvore Asset Management is an institutional RIA that registered with the SEC in 2024. The firm targets institutional clients and provides portfolio management for investment companies, pooled investment vehicles and for businesses or institutions. Its ownership structure is reported as a combination of a foreign entity and an individual, and the firm does not position itself as a capital allocator. Fees are charged as a percentage of assets under management and can include performance-based components. Skerryvore also acts in sponsor and general partner capacities and serves as managing member for pooled investment vehicles, indicating an active operating role in its private-market strategies. The firm is not flagged as an ESG investor, is not a multistate adviser, and is not designated as a pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities97%
- Cash & Cash Equivalents3%
Owners & executives
3 of 3
Ashleigh Simms
Chief Compliance OfficerCRD 6312577
Karen Lumsden
Chief Operating OfficerCRD 7979717
Glen Finegan
Chief Investment OfficerCRD 7979718
Contacts
1 of 1Stephen Deane
Portfolio ManagerCRD 8056075
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Edinburgh, null
Location
Edinburgh, null
Headquartered in Edinburgh, null.
- Address
- 45 Charlotte Sq
- Office locations
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