SKYVIEW INVESTMENT ADVISORS, LLC

RIASEC RegisteredEst. 2017
Total AUM
$8.3B
Discretionary
$2.7B
32% of AUM
Avg account
$308M
Accounts
27
Employees
21
Advisory reps
7

Firm details

Headquarters
SHREWSBURY, New Jersey
CRD number
286353
Registered since
February 9, 2017
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types
  • Insurance Companies54.07%
  • HNWI29.43%
  • Other Investment Advisers14.13%
  • Pooled Investment Vehicles2.36%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Skyview Investment Advisors, LLC operates as an SEC-registered investment adviser organized as an LLC and classified as a hedge fund. The firm is owner-operated at the individual level and primarily serves institutional clients. It performs both advisory and sponsor roles: acting as a portfolio manager for individuals, pooled vehicles, and institutions, selecting other advisers, and serving as sponsor, general partner, or managing member of pooled investment vehicles. Skyview also carries business activity designations tied to commodity pool operator/commodity trading advisor functions. Its fee model is flexible and includes percentage-of-AUM, hourly and fixed fees, and performance-based fees—consistent with hedge-fund-style mandates. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Owners & executives

2 of 2
  • ANDREW MELNICK

    Managing Partner & Chief Investment StrategistCRD 331652

  • STEVEN TURI

    Managing Partner and Chief Investment OfficerCRD 1396443

Contacts

3 of 5
  • Matteo Tavella

    Investment AnalystCRD 6951059

  • TIMOTHY SHEEHAN

    PrincipalCRD 2546510

  • Christopher Turi

    Portfolio Manager / Senior Investment AnalystCRD 6867908

Unlock 2 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

ETF holdings

1 of 61

Active vs passive

$516M in ETFs

Passive

88%

$455M

Active

1%

$61.4M

ETFProviderStyleCategoryValueShares% of portfolio
GOLDMAN SACHS ACTIVEBETA(R) US LARGE CAP EQUITY ETF (GSLC)Goldman SachsPassiveLarge Blend$80.8M645,76615.65%

Location

Primary office

SHREWSBURY, NJ

MONMOUTH

Location

SHREWSBURY, NJ

Headquartered in SHREWSBURY, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
MONMOUTH
Address
595 Shrewsbury Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth