Skyview Investment Advisors, LLC (Shrewsbury)


Skyview Investment Advisors, LLC is a large advisory firm based in Shrewsbury. It manages $2.42 billion of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdiction of New Jersey.

Skyview Investment Advisors provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Skyview Investment Advisors: assets under management

The assets under management (AUM) of Skyview Investment Advisors, LLC is $2.42 billion. The firm's AUM has grown by 24100% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $420 million in discretionary accounts and $2 billion in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $210 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1 billion.

Investments

The firm invests in exchange traded securities the most. They account for 100% of the total AUM.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Skyview Investment Advisors, LLC for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Skyview Investment Advisors, LLC

The company employs 11 people that are either part- or full-time employees. 82 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There are 3 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Steven Joseph Turi Managing partner 1 Jan 2010 25% - 50% 1396443
Andrew Joseph Melnick Managing member 1 Jan 2010 25% - 50% 331652
Lawrence Philip Chiarello Member/chief compliance officer 1 Jan 2010 Other 1084297

Based in Shrewsbury

The principal office where Skyview Investment Advisors, LLC performs its advisory services is located at 595 Shrewsbury Avenue, Shrewsbury, NJ 07702, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 732-936-2880 or by fax 732-212-0620. The normal business hours are 9am-5pm on Monday - Friday. You can find more information about the New York firm at skyviewadv.com and its LinkedIn profile.

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