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-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
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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