Skylands Capital, LLC

RIASEC RegisteredEst. 2010

Total AUM

$747M

Discretionary

$747M

100% of AUM

Avg account

$49.8M

Accounts

15

Employees

9

Advisory reps

4

Firm details

Headquarters: Milwaukee, Wisconsin
CRD number: 131183
Registered since: June 4, 2010
Website: www.skylandscapital.com
Custodians: U.S. BANK, N.A., MIDWEST INSTITUTIONAL TRUST COMPANY
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles93.61%
HNWI4.86%
Pension & Profit Sharing Plans1.53%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Skylands Capital, LLC is an SEC-registered investment adviser organized as a limited liability company and operating as a hedge fund manager and registered CPO/CTA. The firm serves both individuals/families and institutional clients, and provides portfolio management across individual and pooled vehicles as well as for businesses and institutions. Its compensation combines a percentage-of-assets fee with performance-based fees, reflecting an active, return-focused approach. Skylands does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities76%
Non-Investment Grade Corp Bonds10%
Cash & Cash Equivalents6%
US Government Bonds3%
Public Funds/Mutual Funds3%

Owners & executives

1 of 1

Steven Pulito
Vice President and Chief Operating OfficerCRD 2566536

Contacts

3 of 3

Charles Paquelet
PresidentCRD 1976452
Kevin Scott
Vice PresidentCRD 1911036
Virginia Riesing
Vice PresidentCRD 3008627

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 11

Active vs passive

$36.4M in ETFs

Passive

100%

$36.4M

Active

0%

$0

ETF	Provider	Style	Category	Value	Shares	% of portfolio
SPDR GOLD TRUST (GLD)	State Street	Passive	Commodities Focused	$9.1M	24,590	24.91%

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Primary office

Milwaukee, WI

Milwaukee

Location

Milwaukee, WI

Headquartered in Milwaukee, WI, anchoring the Milwaukee-Racine-Waukesha, WI metro in the Midwest.

Metro area: Milwaukee-Racine-Waukesha, WI
Region: Midwest
County: Milwaukee
Address: 1200 N Mayfair Rd
Time zone: CT (UTC-6)
Office locations

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