NS
CFA
NS
CFA

Nicholas Skibo

7 Years of Experience
Bethesda, MD

Nicholas Skibo is a CFA-designated registered investment advisor at Gritstone Asset Management LLC, based in Bethesda, MD, with 7 years of industry experience. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments. Their firm serves 1 clients with $110M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
1 client
Average Client Portfolio
$106.4M average
Assets Under Management
$106.4M

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)

Gritstone Asset Management manages investments for private funds and separately managed accounts. The firm charges a management fee of up to 2.0% annually, based on capital commitments, contributed capital, or net asset value. Gritstone also receives performance-based compensation, ranging from 10% to 20% of profits or realized gains, subject to certain performance hurdles (typically a high-water mark or a preferred return between 6% and 10% annually). These fees are negotiable in certain circumstances.

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Location

4800 Hampden Lane, Suite 200, Bethesda, MD, 20814

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Nicholas works as an independent contractor for Third Bridge Group Limited, consulting on the alternative investment market. This activity requires minimal time.

Employment History
Current Registrations
Gritstone Asset Management LLC
January 2019 - Present · 7 yrs 4 mos
State Registrations1 state
MD
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Nicholas Skibo - Financial Advisor | TrueAdvisor