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Sankota Capital LLC

Updated today

Client assets under management

$52,142,075

Clients

31

90% high-net worth

Advisors

2

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

16

Very Low

Average account size

$1,682,002

About

Sankota Capital LLC provides discretionary investment management to individuals, high-net-worth clients, family offices, pension or profit-sharing plans, foundations, endowments, and charitable institutions. The firm manages roughly $57.4 million on behalf of a small number of client accounts and directs custodial arrangements with qualified custodians.

The investment approach is fundamentally driven and concentrated, focusing on uncovering undervalued small- and mid-cap companies through analysis of regulatory filings, company calls, industry research, and long-standing market contacts. Portfolios are typically 20–30 holdings with low turnover and a three-to-five-year investment horizon, and the firm explicitly incorporates assessments of corporate governance and sustainability into its security selection.

The brochure presents performance information, including predecessor performance and performance results, a disclosure practice that is uncommon among similarly supported firms. Sankota operates with a very small adviser team with prior institutional investment experience and notes principal involvement in external governance and private-business activities (foundation finance roles, non‑profit board service, and private business ownership), which distinguishes its personnel profile from many peers.

Client services

Portfolio management

Expertise

Active portfolio management ESG / Sustainable investing

Fee options

Percentage

$0 - $5,000,000: 1.0% $5,000,000+: Negotiable

Main office location

Sankota Capital LLC

1550 West Carroll Avenue, Unit 211 D

Chicago IL 60607, United States

Number of offices

1

Most active in

Illinois

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Frances T

CFA®, Series 63, Series 65

Chicago, IL

Sankota Capital LLC

Frances Tuite is a CFA® charterholder with 11 years of industry experience, currently serving as an advisor at Sankota Capital LLC since 2024. She previously worked at Oak Family Advisors, LLC, Fairpointe Capital LLC, and RMB Capital Management. Outside of financial advising, she is co-manager of an organic brewery and restaurant and owns an organic farm. Sankota Capital LLC provides discretionary investment management to individuals, high-net-worth clients, family offices, pension and profit-sharing plans, foundations, endowments, and charitable institutions. The firm employs a fundamentally driven, concentrated investment approach focused on undervalued small- and mid-cap companies, incorporating corporate governance and sustainability assessments in its security selection.

Active portfolio management ESG / Sustainable investing
user avatar

Catriona D

CFA®, Series 65

Chicago, IL

Sankota Capital LLC

Catriona Duncan is a CFA® charterholder and holds a Series 65 license, with four years of industry experience. She is currently with Sankota Capital LLC and previously worked at William Blair Investment Management, Columbia Wanger Asset Management, Advisory Research, Inc., and CUPPS Capital Management. Outside of her advisory role, she serves as the CIO and Treasurer of the Judy Family Foundation, focusing on long-term asset allocation and private investment evaluation. Sankota Capital LLC provides discretionary investment management to individuals, high-net-worth clients, family offices, pension or profit-sharing plans, foundations, endowments, and charitable institutions. The firm employs a fundamentally driven, concentrated investment approach targeting undervalued small- and mid-cap companies with an emphasis on corporate governance and sustainability.

Active portfolio management ESG / Sustainable investing
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