Skba Capital Management, LLC is a large advisory firm based in San Francisco. It manages $685.59 million of regulatory assets for 46 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alaska, California, Illinois, Texas, and Virginia.
Skba Capital Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for businesses and institutional clients, and model research provider. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Skba Capital Management, LLC is $685.59 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 75% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Skba Capital Management, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, investment companies, high net worth individuals, and state or municipal government entities. The largest group of clients of Richard Howard Adler is state or municipal government entities with 13 clients and $500.33 million of assets under management. Among the 8 most similar advisory firms, Skba Capital Management has the highest percentage of state or municipal government entities out of all clients.
The amount of regulatory assets under management is $535.11 million for 38 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Skba Capital Management doesn't advise any private funds.
The company employs 11 people that are either part- or full-time employees. 55 percent of the employees work as investment advisers or researchers. 6 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Richard Howard Adler has been acting as President since 1 Jun 1999. Rbc Usa Holdco Corporation joined the executive team most recently as the Shareholder.
The principal office where Skba Capital Management, LLC performs its advisory services is located at 44 Montgomery Street, Suite 3500, San Francisco, CA 94104 4808, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 415-989-7852 or by fax 415-989-2114. The normal business hours are 7:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at skba.com.