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Sky-Mountain Capital Management, Inc.

● SEC registered since 2021CRD 312915SEC# 801-120497Ketchum, ID
Export (members)
Reg. AUM
$210.6M
Employees
2
Accounts
519
Location
Ketchum, ID

Sky-Mountain Capital Management, Inc. assets under management

Sky-Mountain Capital Management, Inc. is a registered investment adviser overseen by the SEC based in Ketchum, ID. The firm has been registered since 2021. It reports $210.6 million in regulatory assets under management and employs 2 people.

Sky-Mountain Capital Management, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Thomas E Nelson ControlPresident/CcoOver 75%2021

Frequently asked questions

How much does Sky-Mountain Capital Management, Inc. manage?

Sky-Mountain Capital Management, Inc. reports $210.6 million in regulatory assets under management on its Form ADV.

How many employees does Sky-Mountain Capital Management, Inc. have?

Sky-Mountain Capital Management, Inc. reports 2 employees.

Where is Sky-Mountain Capital Management, Inc. located?

Sky-Mountain Capital Management, Inc. is based in Ketchum, ID and has been SEC-registered since 2021.

Does Sky-Mountain Capital Management, Inc. disclose fund performance?

Sky-Mountain Capital Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address251 Northwood Way, Suite H, Ketchum, ID 83340
Phone208-471-4261
Office hours8 a.m. - 4 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Regulatory AUM

$210.6M▲ 12%
Feb '25 — $188.8MMar '25 — $188.8MApr '25 — $188.8MMay '25 — $188.8MJun '25 — $188.8MJul '25 — $188.8MAug '25 — $188.8MSep '25 — $188.8MOct '25 — $188.8MNov '25 — $188.8MDec '25 — $188.8MJan '26 — $188.8MFeb '26 — $210.6MMar '26 — $210.6MApr '26 — $210.6MMay '26 — $210.6MJun '26 — $210.6M
Feb '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 73%
Larger than 27% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers

Assets under management

$210.6Mregulatory AUM
Discretionary $207.2MNon-discretionary $3.4M