Catriona Duncan is a CFA-designated registered investment advisor at Sankota Capital LLC, based in Chicago, IL, with 4 years of industry experience. Catriona operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 31 clients with $57M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees are negotiable for amounts above $5 million.
Fee Estimator
Location
1550 West Carroll Avenue, Unit 211-D, Chicago, IL, 60607
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Catriona is the CIO/Treasurer of the Judy Family Foundation, focusing on long-term asset allocation and private investment evaluation. She spends minimal time on these duties, which are conducted outside of business hours.
Employment History
Current Registrations
Sankota Capital LLC
Previous Registrations
Advisory Research INC
Cupps Capital Management, LLC
State Registrations1 state
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