SkySphere LLC

SkySphere LLC provides investment management and financial planning to a mix of pooled and institutional clients as well as separate accounts for registered investment companies, foundations, municipalities and individual investors. The firm manages portfolios using equity securities, corporate bonds and investment-company securities and reports discretionary management below $25 million.

The firm's investment process combines proprietary quantitative models with fundamental analysis and employs a range of strategies — growth equity, balanced equity/bond, income and direct bond ladders — with occasional defensive actions such as raising cash or hedging. Services are tailored through an investment profile developed by interview or questionnaire, and accounts that do not fit standard programs are managed in bespoke, non-classified programs reflecting specific client constraints.

Although categorized primarily as a manager of pooled or institutional assets, SkySphere also accepts individual clients, including both non‑HNW and high‑net‑worth investors, and provides financial planning alongside asset management. The brochure notes the firm charges percentage‑of‑AUM fees but may negotiate alternative fee arrangements on a client‑by‑client basis, and the firm’s small, owner‑managed structure with the principal holding an executive role outside the advisory business distinguishes it from many peers.