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.
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Former SEC-registered adviser
S••• P•••••••• L•
Latest filing Mar 18, 2025
First filing on the tape Jul 20, 2023 · 4 filings
SEC status approved since Aug 18, 2023
RAUM
$114M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
10
7 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
2
reported on Schedule D
History
4 filings and snapshots on the tape
RAUM$114M as of Mar 18, 2025
Mar 21, 2024$121M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 18, 2025
Mar 21, 20240 then
Employees (5.A)10 as of Mar 18, 2025
Mar 21, 202410 then
Private funds2 as of Mar 18, 2025
Mar 21, 20242 then
RAUM -5.5% over the last fiscal yearIARs 0 to 0
Practice profile
derived from the filing of Mar 18, 2025; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM 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
- $57.2MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- -5.5%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, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $114M, 2 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$114M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 2reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $114M for 2 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- absent from the latest SEC rosterderived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
2 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| S••• S•••• S•• I• L• | Private Equity Fund | $79.9M | 7 | Jan 8, 2024 |
| S••• P••••••• F••• I• L• | Private Equity Fund | $41.3M | 20 | Jan 8, 2024 |
Owners and control persons
Schedule A and B, latest filing
- B••••••• D••••• J••••••• · Managing Directorcontrolsince 01/2023 · owns less than 5%
- M••• K••••••• M•••• · Chief Compliance Officer & Chief Operating Officercontrolsince 01/2023 · owns less than 5%
- S••••••• J••• W•••••• · Co-Founder & Managing Partnercontrolsince 09/2022 · owns less than 5%
- W•••• K•••••••• K••••••••• · Co-Founder & Managing Partnercontrolsince 09/2022 · owns less than 5%
- S••••••• J••• W•••••• · Managercontrolsince 01/2023 · owns 75% or more of J•••• 2••• L••
- W•••• K•••••••• K••••••••• · Trusteecontrolsince 03/2019 · owns F of K••• 2••• I••••••••• T•••• D•••• 3••••••••
- W•••• K•••••••• K••••••••• · Presidentcontrolsince 01/2023 · owns 75% or more of F••••••• D•••••••• I•••
Entity owners
- S••• P••••••• M••••••••• G•• L•• · General Partnerdirect · owns less than 5%
- J•••• 2••• L•• · Managing Memberindirect · owns 50% to 75% of S••• P••••••• M••••••••• G•• L••
- K••• 2••• I••••••••• T•••• D•••• 3•••••••• · Managing Memberindirect · owns 50% to 75% of S••• P••••••• M••••••••• G•• L••
- F••••••• D•••••••• I••• · Limited Partnerdirect · owns 25% to 50%
- J•••• 2••• L•• · Limited Partnerdirect · owns 25% to 50%
Related persons
Schedule D 7.A
- S••• P••••••• G• I• L•pooled vehicle sponsorn
- S••• S•••• G• I• L•pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Assets in custody · $121M to $114MMar 21, 2024 to Mar 18, 2025
- Financial planning clients · unset to Mar 21, 2024 to Mar 18, 2025
- Discretionary RAUM · $121M to $114MMar 21, 2024 to Mar 18, 2025
- Pooled vehicle RAUM · $121M to $114MMar 21, 2024 to Mar 18, 2025
- RAUM · $121M to $114MMar 21, 2024 to Mar 18, 2025
- Advisory employees · 5 to 7Jan 8, 2024 to Mar 21, 2024
- Assets in custody · $115M to $121MJan 8, 2024 to Mar 21, 2024
- Employees · 8 to 10Jan 8, 2024 to Mar 21, 2024
- Discretionary RAUM · $115M to $121MJan 8, 2024 to Mar 21, 2024
- Pooled vehicle RAUM · $115M to $121MJan 8, 2024 to Mar 21, 2024
- RAUM · $115M to $121MJan 8, 2024 to Mar 21, 2024
- Accounts · unset to 2.0Jul 20, 2023 to Jan 8, 2024
- Pooled vehicle clients · unset to 2.0Jul 20, 2023 to Jan 8, 2024
- Assets in custody · unset to 115301650.0Jul 20, 2023 to Jan 8, 2024
- Custody of client assets · false to trueJul 20, 2023 to Jan 8, 2024
- Private funds · unset to 2Jul 20, 2023 to Jan 8, 2024
- Discretionary RAUM · unset to 115301650.0Jul 20, 2023 to Jan 8, 2024
- Non-discretionary RAUM · unset to 0.0Jul 20, 2023 to Jan 8, 2024
- Pooled vehicle RAUM · unset to 115301650.0Jul 20, 2023 to Jan 8, 2024
- RAUM · unset to 115301650.0Jul 20, 2023 to Jan 8, 2024
Signals
2 dated events
- S••• P•••••••• L• no longer on the SEC adviser roster (last listed 2025-12-20, RAUM $114.4M)Jan 2, 2026 · Left the SEC roster · derived
- S••• P•••••••• L• filed its initial SEC registration (Form ADV)Jul 20, 2023 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- S••• P•••••••• L• · Independent Sponsorsshared crd · capital_provider
- S••• P•••••••• L• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/skkypartnersreportedpublic record, Form ADV, Sep 18, 2026
- Website
- s•••.comreportedpublic record, Form ADV, Sep 18, 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
- Former SEC-registered adviserderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026