Sky Alpha Asset Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$154,986,925
Clients
286
Advisors
2
of 3 employees
About
Sky Alpha Asset Advisors provides discretionary portfolio management, standalone financial planning, and pension consulting primarily to individual and high‑net‑worth clients. The firm manages roughly $216 million for a few hundred client relationships and also offers advisory input on alternative and private equity investments that are not held under its discretionary authority.
The firm tailors portfolios using both custom and model strategies and conducts an onboarding process that gathers investment experience, objectives, time horizon, liquidity needs and tax considerations. Sky Alpha employs a mix of analytical approaches and trading techniques — including long‑ and short‑term strategies, options and margin trading when appropriate — and conducts periodic reviews to align portfolios with changing client circumstances.
Notable differences from many peers include the firm’s ability to offer performance‑based fee arrangements to qualified clients, a structure that creates distinct incentive and allocation considerations relative to standard asset‑based billing. Sky Alpha’s advisory team also includes individuals licensed to sell insurance (which may generate commission compensation) and the firm participates in institutional custody programs and standing‑authorization arrangements that affect operational and custody practices.
Client services
Expertise
Fee options
$0+: Up to 2% (negotiable, depending on individual client circumstances) for portfolio management services $0+: Up to 1.00% (negotiable) of plan assets for pension consulting services $1,000,000+: Performance-based fees: fixed portion up to 1.50% per annum plus up to 20% of annual gross profits, applicable to qualified clients
Commission-based compensation earned by licensed insurance agents affiliated with the firm for selling insurance products
$250 per hour for financial planning and consulting services
Performance-based fees for qualified clients: up to 1.50% fixed fee plus up to 20% of annual gross profits
Fee-only: Hourly rate of $250 per hour for financial planning and consulting services
Main office
7284 W Palmetto Pk Rd, Suite 108
Boca Raton FL 33433
Advisors at this office
2
Most active in
California · Connecticut · Florida · Hawaii · Maine · Michigan · New Jersey · New York · Texas · Wisconsin
Also doing business as
Limelight Capital Management LLC · Sky Alpha Asset Advisors · Sky Alpha Asset Advisors LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Michael S
Series 63, Series 65
Boca Raton, FL
Sky Alpha Asset Advisors
Michael Shatsky is a financial advisor with Sky Alpha Asset Advisors in Boca Raton, FL, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. He has worked at Sky Alpha Asset Advisors since 2018 and concurrently with Oppenheimer & Co. Inc. since 2017, following a two-year tenure at Morgan Stanley Private Bank. Sky Alpha Asset Advisors serves individual and high-net-worth clients as well as employee benefit plans, offering discretionary portfolio management, financial planning, pension consulting, and advisory guidance on alternative and private equity investments. The firm employs a client-focused intake process to develop customized or model-based portfolios and utilizes a range of investment approaches, including long-term allocation, fundamental analysis, short-term trading, and derivatives, while maintaining suitability reviews and risk monitoring.
Elvis R
ChFC®, Series 63, Series 65
Boca Raton, FL
Sky Alpha Asset Advisors
Elvis Rodriguez is a ChFC® credentialed financial advisor with 27 years of industry experience. He currently works at Sky Alpha Asset Advisors and previously spent nine years at Newvbridge Securities Corporation. Outside of advisory roles, he holds a position as president of Sandryel Financial Holdings and operates an insurance agency focused on fixed insurance products. Sky Alpha Asset Advisors serves individual and high-net-worth clients as well as employee benefit plans, offering discretionary portfolio management, financial planning, pension consulting, and advisory guidance on alternative and private equity investments. The firm employs a range of investment strategies from long-term allocation to active trading and provides ERISA-focused plan consulting alongside participant education.
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