RIA Intelligence

ONE SKY ASSET MANAGEMENT, LTD.

CRD #117039 SEC #801-54720 PALM BEACH, FL 561-278-8388
SEC Registered
Total AUM
$24M
Discretionary
$24M
Employees
5
Clients
--
Accounts
10

Firm Details

Organization Type
Partnership
State of Formation
--
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Apr 30, 2002
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
ONE SKY ASSET MANAGEMENT, INC. ("OSAM")DEGENERAL PARTNERD Control
ONE SKY ASSET MANAGEMENT, INC. ("OSAM")DEGENERAL PARTNERD Control
THURSTON, DOC, JONESISHAREHOLDERC Control
THURSTON, DOC, JONESISHAREHOLDERC Control
GREER CAPITAL MANAGEMENT CO. ("GREER")DELTD. PARTNER OF APPLICANTA
GREER CAPITAL MANAGEMENT CO. ("GREER")DELTD. PARTNER OF APPLICANTA

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
FRANK, JOEL, M.IONE SKY ASSET MANAGEMENT, INC. ("OSAM")D Control
FRANK, JOEL, M.IONE SKY ASSET MANAGEMENT, INC. ("OSAM")D Control
GOMEZ, EDDIEIONE SKY ASSET MANAGEMENT, INC.("OSAM")C Control
GOMEZ, EDDIEIONE SKY ASSET MANAGEMENT, INC.("OSAM")C Control

Registrations

Federal

IA
Apr 30, 2002 REGISTERED

Notice Filings (1)

FL

Address

218 ROYAL PALM WAY
SUITE 100
PALM BEACH, FL 33480
USA
Phone: 561-278-8388