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SKYLAR CAPITAL MANAGEMENT LP

HOUSTON, TX · CRD 341413 · IAPD ↗ · (713) 341-7942

$437.7MRegulatory AUM
11Advisory reps
21Employees
0Clients
n/aPlanning clients
2Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

53
September 2026 — SKYLAR CAPITAL MANAGEMENT LP now reports custody of client assets ($875.0M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
58
September 2026 — SKYLAR CAPITAL MANAGEMENT LP's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
58
September 2026 — SKYLAR CAPITAL MANAGEMENT LP now reports 2 private fund(s) ($437.5M gross).
Firm reports private funds for the first time.
Fund administrationCompliance
62
September 2026 — SKYLAR CAPITAL MANAGEMENT LP grew from 2 to 11 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
85
May 2026 — SKYLAR CAPITAL MANAGEMENT LP (HOUSTON, TX) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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