Skypoint Capital Partners, LLC

Broker-DealerFINRA MemberEst. 2020
Total AUM
Advisory reps
10
Avg account
$0

Firm details

Headquarters
Atlanta, Georgia
CRD number
310410
Registered since
December 24, 2020

Firm profile

FINTRX

Overview

Skypoint Capital Partners, LLC is organized as a limited liability company and appears in public records as an SEC-registered adviser since 2020. The firm’s ownership is recorded as a combination of a domestic entity and an individual. FINTRX classifies the firm as "Unclassified" and provides limited detail about its advisory activities, investment strategy, or client segmentation. The dataset flags several regulatory/operational attributes: Skypoint is not identified as a capital allocator, is not designated an active ESG investor, and is not listed as a multi-state adviser. It is also not marked as a newly formed adviser, a pension consultant, or a related adviser to another registered firm. Those attributes suggest a small or narrowly scoped operation, but the source material does not describe product offerings, fee arrangements, or target client types.

Assets & Accounts

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

Owners & executives

3 of 3
  • Brian Smith

    Brian Smith

    Founder and CEOCRD 6433628

  • Peter Schendel

    Peter Schendel

    Chief Investment OfficerCRD 5742018

  • William Portwood

    CFOCRD 4853700

Contacts

3 of 7
  • Eric Anderson

    Eric Anderson

    Founder & Managing PartnerCRD 2443700

  • David Kalin

    David Kalin

    Founder & Managing PartnerCRD 5769107

  • Richard Finch

    Richard Finch

    Senior Managing DirectorCRD 5740372

Unlock 4 more contacts

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

Atlanta, GA

Fulton

Location

Atlanta, GA

Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.

Metro area
Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
Region
South
County
Fulton
Address
1 Glenlake Pkwy
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth