SKY ISLAND CAPITAL

RIASEC RegisteredEst. 2019
Total AUM
$533M
Discretionary
$533M
100% of AUM
Avg account
$59.3M
Accounts
9
Employees
14
Advisory reps
4

Firm details

Headquarters
DALLAS, Texas
CRD number
305087
Registered since
October 25, 2019
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

SKY Island Capital operates as a privately held limited partnership that focuses on managing pooled private investment vehicles for institutional clients. The firm acts as sponsor, general partner and managing member of its funds and delivers portfolio management services for those pooled vehicles. Its investment posture centers on private markets rather than public equities; the firm is organized as a private equity fund manager and reports fee arrangements that include a percentage of assets under management, fixed fees and performance-based fees. SKY Island Capital is not positioned as an active ESG investor and it does not advertise broader pension consulting or multi-state advisory activities.

Assets & Accounts

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

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Client base

Client personas

Owners & executives

1 of 1
  • BRITTANY BACHELOR

    Director of Finance & Chief Compliance OfficerCRD 6363047

Contacts

3 of 3
  • PATRICK MURLEY

    PartnerCRD 7174145

  • JACK WATERSTREET

    Managing PartnerCRD 5087674

  • WILLIAM DOBBS III

    PartnerCRD 7174146

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

DALLAS, TX

DALLAS

Location

DALLAS, TX

Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
DALLAS
Address
2801 N Harwood St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth