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SKKY PARTNERS, LP

BOSTON, MA · CRD 325101 · IAPD ↗ · skky.com · 857-274-0383

$114.4MRegulatory AUM
7Advisory reps
10Employees
0Clients
n/aPlanning clients
2Private funds
0States
3Disclosures
fundSegment
ApprovedSEC status

Filing changes

45
January 2026 — SKKY PARTNERS, LP (BOSTON, MA) left the SEC roster (was $114.4M RAUM, 7 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
52
April 2024 — SKKY PARTNERS, LP grew from 5 to 7 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
50
February 2024 — SKKY PARTNERS, LP now reports custody of client assets ($230.6M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
55
February 2024 — SKKY PARTNERS, LP's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
55
February 2024 — SKKY PARTNERS, LP now reports 2 private fund(s) ($115.3M gross).
Firm reports private funds for the first time.
Fund administrationCompliance

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.