SKY-MOUNTAIN CAPITAL MANAGEMENT

Overview

Sky-Mountain Capital Management is an independent, SEC-registered registered investment adviser that provides financial planning and portfolio management primarily for individuals, families and small business clients. The firm is organized as a corporation, is owned by an individual, and uses a mix of percentage-of-AUM and hourly fee arrangements. Sky-Mountain is not set up as a capital allocator and does not present itself as an active ESG investor. Advisory activity centers on direct planning and portfolio management for private clients rather than institutional consulting. The firm’s filings indicate a concentrated use of public funds and mutual funds as the core implementation vehicle, supplemented by third‑party real estate managers for alternative exposure.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices