SKY ALPHA ASSET ADVISORS

RIASEC RegisteredEst. 2018
Total AUM
$216M
Discretionary
$216M
100% of AUM
Avg account
$679K
Accounts
318
Employees
3
Advisory reps
2

Firm details

Headquarters
BOCA RATON, Florida
CRD number
295839
Registered since
May 3, 2018
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Commissions
Client types
  • HNWI67.48%
  • Corporations / Businesses25.33%
  • Individuals4.29%
  • Charitable Organizations2.91%
Services
Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

SKY Alpha Asset Advisors is an independent registered investment adviser formed as a limited liability company and operating since 2018. The firm serves both individual and family clients as well as institutional clients, offering financial planning, portfolio management for individuals and small businesses, and pension consulting-style services. It charges clients using a mix of percentage-of-AUM fees and commission-based arrangements. Investment activity centers on traditional public investments, with a clear tilt toward pooled public funds and mutual funds, but the firm also places client capital into private markets and corporate credit when appropriate. SKY Alpha is not positioned as a multi-state or ESG-focused manager and does not operate as a dedicated capital allocator; instead it integrates third-party alternative managers alongside public-market strategies to meet client objectives.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 40%, Exchange Traded Equities 35%, US Government Bonds 11%, Other 5%, State & Local Bonds 4%, Investment Grade Corp Bonds 4%, Cash & Cash Equivalents 2%40%
  • Public Funds/Mutual Funds40%
  • Exchange Traded Equities35%
  • US Government Bonds11%
  • Other5%
  • State & Local Bonds4%

Owners & executives

2 of 2
  • ELVIS RODRIGUEZ

    Managing Partner, CCO and COOCRD 3129852

  • MICHAEL SHATSKY

    Managing Partner and Chief Investment OfficerCRD 2430683

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

BOCA RATON, FL

PALM BEACH

Location

BOCA RATON, FL

Headquartered in BOCA RATON, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
PALM BEACH
Address
7284 W Palmetto Park Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth