Sky Alpha Asset Advisors Llc
- Regulatory AUM
- $216M
- Discretionary
- $216M
- Clients
- 318
- Avg AUM / client
- $679K
- Accounts
- 318
- Employees
- 3
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 04, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 95 | $9.3M | 4.29% |
| High net worth individuals | 191 | $146M | 67.5% |
| Charitable organizations | 6 | $6.3M | 2.91% |
| Corporations and other businesses | 26 | $54.7M | 25.3% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Michael Jay Shatsky | Chief Investment Officer | Jul 2018 (8y) | Less than 5% | |
| Elvis Amable Rodriguez | Managing Partner & Chief Compliance Officer | Chartered Financial Consultant | Jun 2023 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Sky 2 Llc | Managing Member | Aug 2018 | A | 75% or more |
| Carali Llc | Owner | Aug 2018 | B | ≈ 56.25% – 100% via Sky 2 Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Carali Llc: 75% – 100% of Sky 2 Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/04/2026 | 913 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Commissions
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $216M (100% of AUM) Feb 2026
- Fidelity Brokerage Services $58.4M (22% of AUM) Oct 2023
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 04, 2026.
View current Form ADV (SEC/IAPD) ↗