Skyview Investment Advisors, LLC
Firm details
- Headquarters
- Shrewsbury, New Jersey
- CRD number
- 286353
- Registered since
- February 9, 2017
- Website
- www.skyviewadv.com
- 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
FINTRXOverview
Skyview Investment Advisors, LLC is a SEC-registered hedge fund adviser (registered 2017) organized as an LLC and owned by an individual. The firm services an institutional client base and provides portfolio management across individuals/small businesses, pooled investment vehicles, and institutional clients. It also acts as a sponsor/GP/managing member of pooled investment vehicles and performs selection of other advisers. Skyview lists CPO/CTA activities on its disclosures. The firm uses a mix of fee arrangements — percentage of AUM, hourly and fixed fees, and performance-based fees — reflecting both advisory and alternative fund structures. Skyview does not identify itself as an active ESG investor. It is not labeled a multi-state adviser on its snapshot, despite maintaining multiple office locations.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Owners & executives
2 of 2
Steven Turi
Managing Partner and Chief Investment OfficerCRD 1396443

Andrew Melnick
Managing Partner & Chief Investment StrategistCRD 331652
Contacts
3 of 5
Francisco Perez
Portfolio SpecialistCRD 5842202

Lawrence Chiarello
Managing Director & PartnerCRD 1084297

Timothy Sheehan
PrincipalCRD 2546510
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 16Active vs passive
$10.5M in ETFs
96%
$10.1M
0%
$474K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR GOLD TRUST (GLD) | State Street | Passive | Commodities Focused | $2.3M | 6,170 | 21.56% |
Location
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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