$17.5M Total AUM
$17.5M Disc. AUM
-- 3Y CAGR
1 Employees
21 ADV. Clients
10 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-10-2016
- Office Locations
- 1
Office Locations
-- Sandy UT
About Skylid Capital Management, Inc.
Skylid Capital Management, Inc. is an investment adviser based in Sandy, UT providing portfolio construction and asset allocation for retail clients. The firm emphasizes ETF-based portfolios and may use derivatives alongside mutual funds and real-estate exposure, with a stated socially responsible investing theme. Custody is through Interactive Brokers.
Team overview
-- AVG AGE
$17.5M AVG AUM / ADVISOR
$831.1K AVG AUM / CLIENT
10.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
Insights
Available
Available
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Available
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Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
C
CHARAN PREET SINGH
President
- CRD
- #4841122
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $17,452,407 | -- |
| Non-Discretionary | $0 | -- |
| Total | $17,452,407 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Derivatives:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Derivatives | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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