SKYVIEW INVESTMENT ADVISORS, LLC other names

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Adviser Profile

As of Date:

07/16/2024

Adviser Type:

- Large advisory firm


Number of Employees:

16

of those in investment advisory functions:

9


Registration:

SEC, Approved, 2/9/2017

AUM:

5,965,291,235 4.23%

of that, discretionary:

1,458,589,680 187.48%

Private Fund GAV:

139,173,145 1.64%

Avg Account Size:

542,299,203 51.61%

% High Net Worth:

4.35% 100.00%


SMA’s:

YES

Private Funds:

8 2

Contact Info

732 xxxxxxx

Websites :
Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

Discretionary
Non-discretionary
5B 4B 4B 3B 2B 1B 745M
2017 2018 2019 2020 2021 2022 2023

Recent News

Top 5 3rd Quarter Trades of SkyView Investment Advisors, LLC
11/17/2022

Related Stocks: SHY, QGRO, VLUE, QDIV, JPST,

gurufocus.com

SkyView Investment Advisors, LLC Buys 2, Sells 3 in 1st Quarter
05/19/2022

Related Stocks: SPY, LCAP, VUG, VCXB, GOOG,

gurufocus.com

SkyView Investment Advisors, LLC Buys iShares 3-7 Year Treasury Bond ETF, Apple Inc, Amplify ...
11/17/2021

Related Stocks: VUG, EWJ, FB, XLK, MBB, XLV, IEI, AAPL, SWAN, LCAP, TSLA, CPZ, MLN, CWB, USHY, EMLC, ITM, TLT,

gurufocus.com

SkyView Investment Advisors, LLC Buys JPMorgan Diversified Return U.S. ...
08/19/2021

Related Stocks: JPUS, MLN, SSUS, GSSC, RPAR, PAVE, AAPL, BRK.B, BBY, BK, ALK, APD,

gurufocus.com

AIA Group Ltd.
04/06/2021

AIA Group Ltd. is an investment holding company, which engages in the provision of life insurance. It operates through the... Stocks: Real-time U.S. stock quotes reflect trades reported through ...

Barrons

AIA Group Ltd.
04/01/2021

Stocks: Real-time U.S. stock quotes reflect trades reported through Nasdaq only; comprehensive quotes and volume reflect trading in all markets and are delayed at least 15 minutes. International ...

Barrons


Private Funds Structure

Fund Type Count GAV
Hedge Fund 8 $139,173,145

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Private Funds



Employees




Brochure Summary

Overview

A. FIRM DESCRIPTION SKYVIEW Investment Advisors, LLC (“SKYVIEW” or the “Firm”) is an investment management and advisory services firm that is registered with the U.S. Securities Exchange Commission (“SEC”) as an investment adviser. It was founded on September 16, 2009 in the State of New Jersey. SKYVIEW was founded by a group of experienced investment professionals with extensive and complementary financial industry backgrounds. The Firm seeks to provide high quality, multi-asset solutions and advisory services incorporating, when necessary, traditional and alternative investment strategies. SKYVIEW’s current advisory activities include providing discretionary and non- discretionary investment advisory, risk management, and asset allocation services. These services may include using, but not limited to, mutual funds, exchange traded products, separately managed accounts, individual securities, private equity, limited partnerships, venture capital and other structures and instruments appropriate to client portfolios. SKYVIEW works with institutions, wealth managers, and family offices. Principal Owners: Steven J. Turi, Christopher J. Turi, Andrew J. Melnick, and Lawrence P. Chiarello are the principal owners that own 100% of the Firm. The principal owners’ respective ownership and control in SKYVIEW are detailed in the following table. Name Title Date Title Acquired Ownership Level Control Person Steven J. Turi Managing Member/Chief Investment Officer 01/2010 25% but than 50% less Yes Christopher J. Turi Member/Senior Investment Analyst 02/2020 10% or less Yes Andrew J. Melnick Managing Member 01/2010 25% but than 50% less Yes Lawrence P. Chiarello Member/Chief Compliance Officer 01/2010 10% or less Yes TYPES OF ADVISORY SERVICES SKYVIEW provides advisory services to institutional clients, businesses, family offices, private funds and other commingled vehicles, high net worth individuals, individuals, and wealth managers where these firms work directly with the individual end client to establish the client’s investment objectives and risk profile. Portfolio Analysis Consultations SKYVIEW may also consult with various institutions and other registered investment advisers on a project-by-project basis. These consulting services include reviewing portfolios of clients of other registered investment advisers and other institutions to ensure that the portfolios are following the asset allocation guidelines and strategies that have been determined by the goals and objectives of that particular client. Institutional Advisory Services SKYVIEW provides investment advisory and risk management services to its clients where SKYVIEW utilizes advanced analytical techniques to better understand the sources of portfolio risk
and return seeking to ensure exposures are aligned with long-term portfolio objectives. SKYVIEW will provide discretionary portfolio management services whereby the Firm shall be granted full discretion and authority to manage the client’s account. Accordingly, SKYVIEW may be authorized to perform various functions, at the client’s expense, without further approval from the client. Such functions may include the determination of securities to be purchased or sold, order execution, selection and oversight of counterparties and asset allocations. Private Funds & Special Purpose Vehicles (SPVs) SKYVIEW serves as the Investment Manager to several private funds. These funds are; BlackPoint SP Opportunities Fund LLC, Riverview Polyphony Fund, BlackPoint LT Partners SS1, BlackPoint LT Partners SS2, BlackPoint LT Partners LLC - Series D, BlackPoint Multi- Series Fund LLC – Series A, BlackPoint Multi-Series Fund LLC – Series C, BlackPoint Select Alternatives Fund, LLC – Series A. These private funds may also be marketed under the name BlackPoint Investment Management and/or BlackPoint Management as noted in ADV Part 1A. SKYVIEW also advises on several special purpose vehicles (SPV), including; BPNEBARI a Series of BPSPV Master LLC, BPCB3 a Series of BPSPV Master LLC, G/10X SPV and DYAL SPV. For a full description of each fund or SPV strategy, please refer to the fund or SPV offering documents. BlackPoint Management I, a related entity by common control and ownership, serves as the Managing Member of these private funds or SPVs. B. TAILORED RELATIONSHIPS SKYVIEW provides customized investment advisory services for clients where SKYVIEW evaluates and selects other sub-advisors for specific fixed income, equity, hedge fund, private equity, venture capital, and multi-asset class portfolio mandates. These mandates can be invested in separately managed accounts or commingled vehicles, and from time to time include fund of funds. C. WRAP FEE PROGRAM Wrap Fee Programs are arrangements between broker-dealers, investment advisers, banks and other financial institutions and affiliated and unaffiliated investment advisers through which the Clients of such firms receive discretionary investment advisory, execution, clearing and custodial services in a “bundled” form. In exchange for these “bundled” services, the Clients pay an all-inclusive (or “wrap”) fee determined as a percentage of the assets held in the wrap account. SKYVIEW does not sponsor or manage a wrap fee program. D. ASSETS UNDER MANAGEMENT SKYVIEW manages approximately $ 1,458,589,680 in assets on a discretionary basis. SKYVIEW manages approximately $ 4,506,701,555 in assets on a non-discretionary basis. Total Assets Under Management are $ 5,965,291,235 Assets under Advisement total $ 3,269,067,076 These figures are based on calculations as of December 31, 2023.