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 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

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
  • Steven Turi

    Steven Turi

    Managing Partner and Chief Investment OfficerCRD 1396443

  • Andrew Melnick

    Andrew Melnick

    Managing Partner & Chief Investment StrategistCRD 331652

Contacts

3 of 5
  • Francisco Perez

    Francisco Perez

    Portfolio SpecialistCRD 5842202

  • Lawrence Chiarello

    Lawrence Chiarello

    Managing Director & PartnerCRD 1084297

  • Timothy Sheehan

    Timothy Sheehan

    PrincipalCRD 2546510

Unlock 2 more contacts →

Wealth teams

FINTRX

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 16

Active vs passive

$10.5M in ETFs

Passive

96%

$10.1M

Active

0%

$474K

ETFProviderStyleCategoryValueShares% of portfolio
SPDR GOLD TRUST (GLD)State StreetPassiveCommodities Focused$2.3M6,17021.56%

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