Skypoint Capital Advisors, Llc
- Regulatory AUM
- $109M
- Discretionary
- $109M
- Clients
- 1
- Avg AUM / client
- $109M
- Accounts
- 1
- Employees
- 1
AUM over time
Annual snapshots from Form ADV filings · as of Apr 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 1 | $109M | 100.0% |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Anderson, Eric, Matthew | Principal | May 2021 (5y) | 25% – 50% | |
| Kalin, David | Principal | May 2021 (5y) | 25% – 50% | |
| Smith, Brian, Patrick | Chief Executive Officer | May 2021 (5y) | 25% – 50% | |
| Black, Charles, Curtis | Chief Compliance Officer | Apr 2023 (3y) | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
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) | 04/27/2026 | 924 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
Services
- • Portfolio management for investment companies
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 27, 2026.
View current Form ADV (SEC/IAPD) ↗