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 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

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

FINTRX

Recent filings

FINTRX

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