SKYOAK CAPITAL, INC. of LAS VEGAS, NV is an SEC-registered investment adviser (CRD 154248). Regulatory assets under management: $219.2M.
Compensation: % of AUM, Hourly, Fixed, Performance, Other.
Clients served: Individuals, High net worth, Pooled vehicles, Charities, Investment cos.
| Name | Role | Location |
|---|---|---|
| Jennifer Ann Davis | CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER | — |
| Elizabeth Ann Boyd | CHIEF OPERATNG OFFICER, CHIEF COMPLIANCE OFFICER | — |
| DAVIS TODD A | PRESIDENT AND CHIEF EXECUTIVE OFFICER | — |
| DAVIS MELISSA ANN | CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER; CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER; PRESIDENT AND CHIEF EXECUTIVE OFFICER | — |
| DAVIS DEREK LEROY | CHIEF INVESTMENT OFFICER; CHIEF OPERATING OFFICER; CHIEF OPERATIONS OFFICER | — |
| WATSON DONALD LYMAN | CHIEF COMPLIANCE OFFICER | — |
| DAVIS DEREK | DIRECTOR OF OPERATIONS | — |
| PHILBY KATHLEEN | CHIEF OPERATIONS OFFICER | — |
| PHILBY KATHLEEN MARIE | CHIEF OPERATIONS OFFICER | — |
| BOYD ELIZABETH ANN | CHIEF OPERATNG OFFICER, CHIEF COMPLIANCE OFFICER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| SAN FRANCISCO | CA | 1 | (415) 432-4300 |
| MEDFORD | OR | 1 | 541-779-4446 |
| SAN FRANCISCO | CA | 1 | (415) 432-4300 |
| MEDFORD | OR | 1 | 541-779-4446 |