Skerryvore Asset Management

RIASEC RegisteredEst. 2024
Total AUM
$1.3B
Discretionary
$1.3B
100% of AUM
Avg account
$130M
Accounts
10
Employees
17
Advisory reps
4

Firm details

Headquarters
Edinburgh,
CRD number
330060
Registered since
March 22, 2024
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

FINTRX

Overview

Skerryvore Asset Management is an institutional-focused investment adviser that registered with the SEC in 2024. The firm is organized outside standard RIA classifications and is owned by a combination of a foreign entity and an individual. Its advisory mandate centers on portfolio management for investment companies, pooled vehicles and institutional or business clients. Fee arrangements include both a percentage-of-AUM component and performance-based fees. Skerryvore does not flag itself as an ESG investor and is not marked as a multistate adviser. Skerryvore also plays active sponsor/manager roles: it is identified as a sponsor, general partner or managing member of pooled investment vehicles, and it advises at least one private fund.

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 97%, Cash & Cash Equivalents 3%97%
  • Exchange Traded Equities97%
  • Cash & Cash Equivalents3%

Owners & executives

3 of 3
  • Ashleigh Simms

    Ashleigh Simms

    Chief Compliance OfficerCRD 6312577

  • Karen Lumsden

    Chief Operating OfficerCRD 7979717

  • Glen Finegan

    Chief Investment OfficerCRD 7979718

Contacts

1 of 1
  • Stephen Deane

    Portfolio ManagerCRD 8056075

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Edinburgh, null

Location

Edinburgh, null

Headquartered in Edinburgh, null.

Address
45 Charlotte Sq
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth