SKYVIEW CAPITAL MANAGEMENT

Overview

Skyview Capital Management is a small, independent registered investment advisor that focuses on serving individual and family clients, including small-business owners. The firm runs predominantly discretionary portfolios and favors equity-oriented strategies — its filings show a clear preference for exchange-traded equities as the primary building block. Advisory services include financial planning and portfolio management, and the firm also operates as an insurance broker, which suggests integration of insurance solutions into client plans. Fee arrangements are flexible, encompassing percentage-of-AUM fees as well as hourly and fixed-fee engagements. Strategically, Skyview tilts toward liquid, equity-focused solutions for core exposures while outsourcing specialized alternative exposure to third-party managers. The adviser is not positioned as a capital allocator or pension consultant and is not active on ESG mandates. Its client base is compact, enabling a relationship-driven approach rather than mass-market scale.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices