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SG
RIA · CRD 154806SEC-Registered

Updated:

Sankala Group

SANKALA GROUP LLC is an SEC-registered investment adviser since 2024. The firm manages $159 million in assets, $133 million on a discretionary basis.

Overview

SANKALA GROUP LLC is an SEC-registered investment adviser since 2024. The firm manages $159 million in assets, $133 million on a discretionary basis. It has 4 employees and 4 investment advisers.

General information

Firm type

RIA

Year founded

2010

Location

Region

North America

Country

United States

City

Boulder, CO

Corporate office

New York, NY, United States

Principals

Joshua M. Kazam

Founder & Managing Partner

Sector focus

FinTechHealthcare ServicesMobility & TransportationReal EstateEnterprise Software

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