New Sky Capital LLC (Philadelphia)


New Sky Capital LLC is a mid-sized advisory firm based in Philadelphia. It manages $50.48 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of Pennsylvania.

New Sky Capital provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

New Sky Capital: assets under management

The assets under management (AUM) of New Sky Capital LLC is $50.48 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 11% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $50.48 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $50.48 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay New Sky Capital LLC for their services and products based on a percentage of assets under management and performance-based fees. 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.

Based in Philadelphia

The principal office where New Sky Capital LLC performs its advisory services is located at 2005 Market Street, Philadelphia, PA 19103, 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 215 567 0700 or by fax 215 600 1189. The normal business hours are 9:00am-5:00pm on Monday - Friday. You can find more information about the New York firm at www.newskycapital.com.