Sky Bell Asset Management, LLC (Tampa)

Sky Bell Asset Management, LLC is a large advisory firm based in Tampa. It manages $353.62 million of regulatory assets for 8 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of Florida and Hawaii.

Sky Bell Asset Management provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Sky Bell Asset Management: assets under management

The assets under management (AUM) of Sky Bell Asset Management, LLC is $353.62 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 565% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $353.62 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $44.2 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Sky Bell Asset Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Sky Bell Asset Management, LLC

Geoff Michael Gotsch has been acting as President since 1 Jul 2004. Michael James Sell has served as the Chief Investment Officer since 1 Jan 2007. Gary Robert Marks joined the executive team most recently as the Chairman.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Gary Robert Marks	Managing member	1 Mar 2003	75% - 100%	3203537
Geoff Michael Gotsch	President	1 Jul 2004	Other	5045213
Ryan Patrick Sadorf	Coo/chief compliance officer	1 Jul 2005	Other	3100656
Michael James Sell	Chief investment officer	1 Jan 2007	Other	4803963
Gary Robert Marks	Chairman	1 Jan 2008	75% - 100%	3203537
Geoff Michael Gotsch	President, chief compliance officer	1 Jan 2008	Other	5045213

Based in Tampa

The principal office where Sky Bell Asset Management, LLC performs its advisory services is located at 450 Knights Run Ave, Suite 1906, Tampa, FL 33602, which is also the mailing address of the firm. An additional office of the firm is in Kihei, HI. It doesn’t run an office outside of the United States.