AdvisorRanked
95
Clean

SKYLARK PRIVATE EQUITY PARTNERS, LP

3811 TURTLE CREEK BOULEVARD, DALLAS, TX 75219
Fiduciaryfee-onlySEC Registered
214-817-4290 www.skylarkpe.com/ CRD #315174
$211M
Assets Managed
7
Clients
7
Employees
3
Years Active
since 2023

Compensation Model

% of Assets (AUM)
Hourly Fees
Fixed / Flat Fees
Commissions
Performance Fees

Compensation type disclosed on SEC Form ADV Item 5C. Filed 46112. Specific fee percentages are available in this firm's Form ADV Part 2A brochure at adviserinfo.sec.gov.

Conflict of Interest Analysis

Broker-Dealer Affiliated: No

No broker-dealer affiliation. Lower risk of commission-driven advice.

Insurance Licensed: No

Not insurance licensed. Cannot sell you annuity or insurance products directly.

Custody of Client Assets: Yes

This firm has direct custody of client assets, rather than using an independent custodian. This is a higher-risk arrangement that requires additional regulatory safeguards.

Proprietary Products: No

Uses only third-party investment products. No proprietary product conflicts.

Regulatory & Disciplinary History

Clean Record

No disciplinary events, regulatory actions, or customer complaints on file with the SEC or FINRA. This firm has maintained a spotless regulatory record for 3 years.

Firm Details

Legal NameSKYLARK PRIVATE EQUITY PARTNERS, LP
CRD Number#315174
SEC RegisteredYes
Registration Date2023-05-04
States RegisteredTX
Assets Under Management$211M
Number of Clients7
Employees7
Compensation Typefee-only
Last ADV Filing46112

Other Advisors in DALLAS

View all advisors in DALLAS

Frequently Asked Questions

Is SKYLARK PRIVATE EQUITY PARTNERS, LP a fiduciary?

Yes. SKYLARK PRIVATE EQUITY PARTNERS, LP is a registered investment adviser (RIA) with the SEC, which means they are legally required to act as a fiduciary — putting your interests ahead of their own.

How does SKYLARK PRIVATE EQUITY PARTNERS, LP charge clients?

SKYLARK PRIVATE EQUITY PARTNERS, LP uses a fee-only compensation model. Full fee details are in their Form ADV Part 2A brochure at adviserinfo.sec.gov.

Does SKYLARK PRIVATE EQUITY PARTNERS, LP have any complaints?

No. SKYLARK PRIVATE EQUITY PARTNERS, LP has zero complaints or disciplinary actions on file with the SEC or FINRA across 3 years of operation.

How does SKYLARK PRIVATE EQUITY PARTNERS, LP compare to other advisors in DALLAS?

SKYLARK PRIVATE EQUITY PARTNERS, LP has a Red Flag Score of 95/100. There are 293 registered advisory firms in DALLAS. Use our city page to compare firms side by side.

Where does this data come from?

All information is sourced from SEC Form ADV public filings (mandatory regulatory disclosures) and FINRA BrokerCheck records. Last updated: 2026-06-24. We do not accept payment from financial advisors.

Data source: SEC Form ADV (Parts 1 and 2A) filed with the Investment Adviser Registration Depository (IARD). Filing date: 46112. Last data refresh: 2026-06-24. AdvisorRanked does not verify the accuracy of SEC filings. This is not financial advice.