DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
SEC-registered adviser
S•• I••••• C••••••
Legal name S•• I••••• C•••••• L•
Latest filing Mar 30, 2026
First filing on the tape Sep 25, 2019 · 11 filings
SEC status approved since Oct 25, 2019
RAUM
$533M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
1
registered through the firm on IAPD
RAUM per advisor
$533M
derived; firm RAUM over IAPD count
Employees
14
12 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
9
reported on Schedule D
History
11 filings and snapshots on the tape
RAUM$533M as of Mar 30, 2026
Mar 30, 2020$122M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 30, 2026
Mar 30, 20200 then
Employees (5.A)14 as of Mar 30, 2026
Mar 30, 20207 then
Private funds9 as of Mar 30, 2026
Mar 30, 20202 then
RAUM -26% over the last fiscal year+22% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 30, 2026; every figure names its basis
Archetypes, each a printed rule
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- RAUM per advisor
- $533MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $59.3MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 14.0derivedItem 5.A over advisors
- Advisors per office
- 1.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- -26%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, fixed fees, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $280M, 9 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$533M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 9reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $280M for 9 clientsreported
- Compensation
- % of AUM, fixed, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
1 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| J••• F• W••••••••• | Dallas, Tx | Nov 5, 2019 | 17 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
6 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| S•• I••••• C•••••• I• L• | Private Equity Fund | $170M | 66 | Mar 30, 2021 |
| S•• I••••• M•• I••••••••• L• | Private Equity Fund | $139M | 46 | Sep 25, 2019 |
| S•• I••••• C•••••• I• S•••••• C•• L• | Private Equity Fund | $32.7M | 12 | Mar 24, 2022 |
| S•• I••••• C•••••• I• U•• C•• L• | Private Equity Fund | $29.8M | 13 | Mar 24, 2022 |
| S•• I••••• C•••••• A••••••••• I• L• | Private Equity Fund | $11.4M | 22 | Mar 24, 2022 |
| S•• I••••• M•• I••••••••• • A• L• | Private Equity Fund | $2.2M | 4 | Sep 25, 2019 |
Owners and control persons
Schedule A and B, latest filing
- B•••••••• B•••••••• C•••••••• · Chief Compliance Officercontrolsince 10/2020 · owns less than 5%
- D•••• I••• W••••••• F••••• · Partner / Limited Partnercontrolsince 09/2018 · owns 25% to 50%
- M•••••• P••••••• J•• · Partner / Limited Partnercontrolsince 09/2018 · owns 25% to 50%
- W••••••••• J•••• F• · Managing Partner / Limited Partnercontrolsince 09/2018 · owns 25% to 50%
- D•••• I••• W••••••• F••••• · Membercontrolsince 02/2019 · owns 25% to 50% of S•• I••••• G• H••••••• L••
- M•••••• P••••••• J•• · Membercontrolsince 02/2019 · owns 25% to 50% of S•• I••••• G• H••••••• L••
- W••••••••• J•••• F• · Membercontrolsince 02/2019 · owns 25% to 50% of S•• I••••• G• H••••••• L••
Entity owners
- S•• I••••• G• H••••••• L•• · General Partnerdirect · owns less than 5%
Related persons
Schedule D 7.A
- S•• I••••• C•••••• I• G• L•pooled vehicle sponsory
- S•• I••••• M•• I••••••••• G• L•pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- RAUM down 25 %Change between filings · filing Mar 30, 2026RAUM (Item 5.F) moved from $723,017,932 to $533,489,012 (-26.0%) between the annual amendments of 2025-03-28 and 2026-03-30; the peer median change was +8.0% (673 comparable advisers, 7.0th percentile of changes)peers: asset managers, $500M to $1B (673) · 7.3% percentile
What changed
consecutive filings, newest first
- Accounts · 8 to 9Mar 28, 2025 to Mar 30, 2026
- Advisory employees · 10 to 12Mar 28, 2025 to Mar 30, 2026
- Pooled vehicle clients · 8 to 9Mar 28, 2025 to Mar 30, 2026
- Assets in custody · $436M to $280MMar 28, 2025 to Mar 30, 2026
- Employees · 12 to 14Mar 28, 2025 to Mar 30, 2026
- Private funds · 8 to 9Mar 28, 2025 to Mar 30, 2026
- Discretionary RAUM · $723M to $533MMar 28, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $723M to $533MMar 28, 2025 to Mar 30, 2026
- RAUM · $723M to $533MMar 28, 2025 to Mar 30, 2026
- Accounts · 6 to 8Mar 26, 2024 to Mar 28, 2025
- Advisory employees · 9 to 10Mar 26, 2024 to Mar 28, 2025
- Pooled vehicle clients · 6 to 8Mar 26, 2024 to Mar 28, 2025
- Assets in custody · $348M to $436MMar 26, 2024 to Mar 28, 2025
- Employees · 10 to 12Mar 26, 2024 to Mar 28, 2025
- Financial planning clients · unset to Mar 26, 2024 to Mar 28, 2025
- Private funds · 6 to 8Mar 26, 2024 to Mar 28, 2025
- Discretionary RAUM · $385M to $723MMar 26, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $385M to $723MMar 26, 2024 to Mar 28, 2025
- RAUM · $385M to $723MMar 26, 2024 to Mar 28, 2025
- Advisory employees · 7 to 9Mar 31, 2023 to Mar 26, 2024
- Assets in custody · $234M to $348MMar 31, 2023 to Mar 26, 2024
- Employees · 8 to 10Mar 31, 2023 to Mar 26, 2024
- Discretionary RAUM · $292M to $385MMar 31, 2023 to Mar 26, 2024
- Pooled vehicle RAUM · $292M to $385MMar 31, 2023 to Mar 26, 2024
- RAUM · $292M to $385MMar 31, 2023 to Mar 26, 2024
- Assets in custody · $0 to $234MApr 6, 2022 to Mar 31, 2023
- Discretionary RAUM · $400M to $292MApr 6, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $400M to $292MApr 6, 2022 to Mar 31, 2023
- RAUM · $400M to $292MApr 6, 2022 to Mar 31, 2023
- Accounts · 3 to 6Dec 9, 2021 to Mar 24, 2022
- Advisory employees · 8 to 7Dec 9, 2021 to Mar 24, 2022
- Pooled vehicle clients · 3 to 6Dec 9, 2021 to Mar 24, 2022
- Employees · 9 to 8Dec 9, 2021 to Mar 24, 2022
- Private funds · 3 to 6Dec 9, 2021 to Mar 24, 2022
- Discretionary RAUM · $231M to $400MDec 9, 2021 to Mar 24, 2022
- Pooled vehicle RAUM · $231M to $400MDec 9, 2021 to Mar 24, 2022
- RAUM · $231M to $400MDec 9, 2021 to Mar 24, 2022
- Accounts · 2 to 3Oct 28, 2020 to Mar 30, 2021
- Advisory employees · 7 to 8Oct 28, 2020 to Mar 30, 2021
- Pooled vehicle clients · 2 to 3Oct 28, 2020 to Mar 30, 2021
Signals
7 dated events
- S•• I••••• C•••••• reported RAUM $533.5M, down 26% from $723.0M (2025-03-28 to 2026-03-30)Mar 30, 2026 · RAUM change · derived
- S•• I••••• C•••••• reported RAUM $723.0M, up 88% from $385.5M (2024-03-26 to 2025-03-28)Mar 28, 2025 · RAUM change · derived
- S•• I••••• C•••••• reported RAUM $292.3M, down 27% from $399.5M (2022-04-06 to 2023-03-31)Mar 31, 2023 · RAUM change · derived
- S•• I••••• C•••••• reported RAUM $399.5M, up 73% from $231.0M (2021-12-09 to 2022-03-24)Mar 24, 2022 · RAUM change · derived
- S•• I••••• C•••••• reported RAUM $231.0M, up 90% from $121.7M (2020-10-28 to 2021-03-30)Mar 30, 2021 · RAUM change · derived
- Christine Brittany Bachelor (Chief Compliance Officer) appeared on Schedule A of S•• I••••• C••••••Oct 28, 2020 · Control person joined · fact
- S•• I••••• C•••••• filed its initial SEC registration (Form ADV)Sep 25, 2019 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- S•• I••••• C•••••• · Independent Sponsorsshared crd · capital_provider
- S•• I••••• C•••••• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Website
- skyislandcap.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 469-965-9200reportedpublic record, Form ADV, Mar 30, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- $533Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026