DFX Intelligence

Data Factory

RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

SKY ALPHA ASSET ADVISORS

SKY ALPHA ASSET ADVISORS LLC, CRD 295839

BOCA RATON, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:bbf9bae9-b009-6156-b8a8-3786f3e90d3f

Data as of Feb 4, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:14 AM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 7
On other graphs: 0
Observed: Mar 28, 2018 to Feb 4, 2026
28 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.72 fund_share=0.0 institutional_share=0.03 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $216MItem 5.F on the latest filing (2026-02-04); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $216M
Private client RAUM: $155MderivedItem 5.D individuals plus high net worth individuals
Private client share: 72%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $108Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 3
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 318
Individual clients: 95
High net worth clients: 191
Custody, client assets: $50.0M
SEC number: 801-113000
CRD: 295839
Filings on the tape: 28
First filed: Mar 28, 2018
Latest filed: Feb 4, 2026
Organised: Limited Liability Company, FL
Website: skyalphaadvisors.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
MICHAEL JAY SHATSKY	n/a	BOCA RATON, FL	8	32	3	no
ELVIS AMABLE RODRIGUEZ	Chartered Financial Consultant	BOCA RATON, FL	3	27	3	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CARALI LLC	Owner	E	yes	08/2018	Sep 13, 2019	Mar 12, 2024
RODRIGUEZ, ELVIS, AMABLE	MANAGING PARTNER & CHIEF COMPLIANCE OFFICER	Na	yes	10/2023	Oct 13, 2023	Mar 12, 2024
SHATSKY, MICHAEL, JAY	Manager	F	yes	08/2018	Aug 17, 2018	Mar 12, 2024
SHATSKY, MICHAEL, JAY	CHIEF INVESTMENT OFFICER	Na	yes	07/2018	Aug 17, 2018	Mar 12, 2024
SKY 2 LLC	MANAGING MEMBER	E	yes	08/2018	Sep 13, 2019	Mar 12, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Feb 4, 2026	$216M	$216M	3	2	n/a	n/a
2024	Mar 6, 2025	$208M	$208M	4	2	n/a	n/a
2023	Mar 12, 2024	$207M	$207M	3	2	n/a	n/a
2022	Mar 29, 2023	$269M	$269M	5	4	n/a	n/a
2021	Mar 31, 2022	$248M	$248M	5	4	n/a	n/a
2020	Mar 17, 2021	$247M	$247M	6	5	1	$15,000
2019	Mar 27, 2020	$276M	$276M	6	5	1	$15,000
2018	Mar 27, 2019	$228M	$228M	5	3	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	2

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$216M	$208M	3.8%	$269M	-7.1%	3	4	0	0

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
ALLIED PRIVATE WEALTH	2	Feb 20, 2024	Aug 31, 2026	BOCA RATON, FL	Team lift out	RIA to new firm	50.0%

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
OPPENHEIMER & CO. INC.	2	Aug 24, 2018	Aug 23, 2018	BOCA RATON, FL	Team lift out	Ibd to new firm	0.2%

Relationships

Registered with (5)

← ELVIS AMABLE RODRIGUEZAdvisorregistration: current employment
Jun 14, 2023 to presentfactForm ADV
← MICHAEL JAY SHATSKYAdvisorregistration: current employment
Aug 23, 2018 to presentfactForm ADV
← JOHN ENTENBERGAdvisorregistration: previous registration
Aug 12, 2019 to Feb 20, 2024factForm ADV
← ALEX LEEAdvisorregistration: previous registration
Aug 21, 2018 to Feb 20, 2024factForm ADV
← Nicholas Demitri DarzentasAdvisorregistration: previous registration
Oct 30, 2018 to Dec 10, 2021factForm ADV

Moved with (2)

→ ALLIED PRIVATE WEALTHRegistered adviser2 advisors, team lift out, same day
Feb 20, 2024 to Aug 31, 2026factForm ADV
← OPPENHEIMER & CO. INC.Registered adviser2 advisors, team lift out, same day
Aug 24, 2018 to Aug 23, 2018factForm ADV

Controls (4)

← SHATSKY, MICHAEL, JAYOwnerMANAGER, ownership code F, individual
Aug 17, 2018 to Mar 12, 2024factForm ADV
← RODRIGUEZ, ELVIS, AMABLEOwnerMANAGING PARTNER & CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Oct 13, 2023 to Mar 12, 2024factForm ADV
← CARALI LLCOwnerOWNER, ownership code E, domestic entity
Sep 13, 2019 to Mar 12, 2024factForm ADV
← SKY 2 LLCOwnerMANAGING MEMBER, ownership code E, domestic entity
Sep 13, 2019 to Mar 12, 2024factForm ADV

Dated events

Occurred
Feb 20, 2024
Team lift-out
2 advisors left Sky Alpha Asset Advisors (Boca Raton, FL) for Allied Private Wealth on the same day
Form ADVobserved 4 days ago
2 advisors
Occurred
Feb 20, 2024
Advisor changed firm
John Entenberg left Sky Alpha Asset Advisors for Allied Private Wealth (registered 2026-08-31)
Form ADVobserved 4 days ago
Occurred
Feb 20, 2024
Advisor changed firm
Alex Lee left Sky Alpha Asset Advisors for Allied Private Wealth (registered 2025-11-14)
Form ADVobserved 4 days ago
Occurred
Oct 13, 2023
Control person left
Alex Lee (Chief Compliance Officer) no longer on Schedule A of Sky Alpha Asset Advisors (listed 2023-06-16, absent 2023-10-13)
Form ADVobserved 4 days ago
Occurred
Oct 13, 2023
Control person joined
Amable Elvis Rodriguez (Managing Partner & Chief Compliance Officer) appeared on Schedule A of Sky Alpha Asset Advisors
Form ADVobserved 4 days ago
Occurred
Nov 20, 2018
Regulatory AUM changed
Sky Alpha Asset Advisors reported RAUM $242.0M, up 91% from $127.0M (2018-08-28 to 2018-11-20)
Form ADVobserved 4 days ago
$115M
Occurred
Mar 28, 2018
First Form ADV filing
Limelight Capital Management Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:bbf9bae9-b009-6156-b8a8-3786f3e90d3f
First observed: Mar 28, 2018
Last observed: Feb 4, 2026 7 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

SKY ALPHA ASSET ADVISORS

SKY ALPHA ASSET ADVISORS LLC, CRD 295839

BOCA RATON, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:bbf9bae9-b009-6156-b8a8-3786f3e90d3f

Data as of Feb 4, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:14 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

MICHAEL JAY SHATSKY

n/a

BOCA RATON, FL

ELVIS AMABLE RODRIGUEZ

Chartered Financial Consultant

BOCA RATON, FL

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CARALI LLC

Owner

yes

08/2018

Sep 13, 2019

Mar 12, 2024

RODRIGUEZ, ELVIS, AMABLE

MANAGING PARTNER & CHIEF COMPLIANCE OFFICER

yes

10/2023

Oct 13, 2023

Mar 12, 2024

SHATSKY, MICHAEL, JAY

Manager

yes

08/2018

Aug 17, 2018

Mar 12, 2024

SHATSKY, MICHAEL, JAY

CHIEF INVESTMENT OFFICER

yes

07/2018

Aug 17, 2018

Mar 12, 2024

SKY 2 LLC

MANAGING MEMBER

yes

08/2018

Sep 13, 2019

Mar 12, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 4, 2026

$216M

n/a

2024

Mar 6, 2025

$208M

n/a

2023

Mar 12, 2024

$207M

n/a

2022

Mar 29, 2023

$269M

n/a

2021

Mar 31, 2022

$248M

n/a

2020

Mar 17, 2021

$247M

$15,000

2019

Mar 27, 2020

$276M

$15,000

2018

Mar 27, 2019

$228M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$216M

$208M

3.8%

$269M

-7.1%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

ALLIED PRIVATE WEALTH

Feb 20, 2024

Aug 31, 2026

BOCA RATON, FL

Team lift out

RIA to new firm

50.0%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

OPPENHEIMER & CO. INC.

Aug 24, 2018

Aug 23, 2018

BOCA RATON, FL

Team lift out

Ibd to new firm

0.2%