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(San Francisco, CA), with $33.9M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 4 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Sankala Group have?","answer":"Sankala Group has 4 investment adviser representatives registered with state securities authorities, out of 4 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Sankala Group invest in?","answer":"At the end of its last fiscal year, Sankala Group’s separately managed accounts held 73% exchange-traded equities, 20% U.S. government and agency bonds, 2% non-exchange-traded equities, 2% derivatives, 2% registered funds (mutual funds, ETFs, BDCs) and 1% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does Sankala Group have a minimum investment?","answer":"Yes, Sankala Group’s minimum account size for its Discretionary Asset Management Services is $500K.","source":"SANKALA - FIRM BROCHURE, filed 4 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Sankala Group?","answer":"Sankala Group’s direct owners are Harold Hallstein (50% to 75%) and Thomas Denkenwolf (25% to 50%).","source":"Form ADV Part 1A, Schedules A and B, filed 4 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Sankala Group get paid?","answer":"Sankala Group is paid through a percentage of assets under management and hourly charges. 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dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}