Skylands Capital, LLC
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
FINTRXOverview
Skylands Capital, LLC is a hedge-fund–style registered adviser that has been SEC-registered since 2010. The firm is organized as an LLC and is owned by an individual; its client base spans high-net-worth individuals and families as well as institutional investors. Skylands operates as a portfolio manager across client types and across pooled vehicles, and its regulatory filings identify it as performing CPO/CTA activities. Its fee model combines a percentage of assets under management with performance-based compensation. Skylands does not position itself as an ESG investor and is not reported as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 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
Virginia Riesing
Vice PresidentCRD 3008627
Kevin Scott
Vice PresidentCRD 1911036
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 11Active vs passive
$37.9M in ETFs
100%
$37.9M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR GOLD TRUST (GLD) | State Street | Passive | Commodities Focused | $9.4M | 24,590 | 24.73% |
Location
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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