SKYPOINT CAPITAL ADVISORS, LLC

CRD

314979

SEC file #

801-128009

EIN

—

DBA names

—

Economics

AUM

$109.0M

AUM band

$100M-$500M

AUM trajectory

'25 · $112.0M

'26 · $109.0M

'25'26

$112.0M → $109.0M▼ -3%

sec adv history

Client mix

Investment Companies

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'25 · 1 advisors

'26 · 1 advisors

'25'26

1 advisors → 1 advisors▬ 0%

sec adv history

Primary office

ATLANTA GA

Branches

—

Custodian & Brokerage

Primary custodian

E*Tradelow confidence

adv brochure

Services offered

Portfolio mgmt — investment companies

Fee basis

% of AUM

Filings

Latest ADV filing

04/27/2026

ADV-W filed at

—

Website

skypointfunds.com

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

Anderson, Eric, Matthew

Top Owner Pct

37.5

Top Owner Entity Kind

Owner Count

Control Persons

Anderson, Eric, Matthew

Kalin, David

Solo Advisor Indicator

Yes

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

SKYPOINTFUNDS.COM

Rdap Domain Creation Date

2019-08-24T17:42:23Z

Rdap Firm Age Years

Rdap Firm Age Band

5-10y

Rdap Registrar

GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

form 5500

SEC EDGAR

Edgar Cik

0001957121

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2022-12-07

Edgar Last Filing Date

2026-05-19

Edgar Form D Count

Edgar Form D Offerings

2023-07-132023-07-13 · 0000926877-23-000011

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

E*trade

adv brochure

Edgar Addresses

Mailing

235 W. GALENA STREETMILWAUKEE, WI 53212

Business

235 W. GALENA STREETMILWAUKEE, WI 53212

Edgar EIN

000000000

Edgar Recent Filings

SC TO-I2026-05-19 · 0001213900-26-058857

SC TO-I/A2026-04-15 · 0001213900-26-043922

Firm Has Custody

Mailing Office Differs

Rdap Domain Expiration Date

2026-08-24T17:42:23Z

Rdap Domain Last Changed

2025-08-25T18:26:59Z

Rdap Nameservers

Ns01.domaincontrol.comNs02.domaincontrol.com

Rdap Secure Dns Enabled

Rdap Status

Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited

Top Owner CRD

2443700

Trust Company Affiliate