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Skyview Investment Advisors

InstitutionalConsultant

Shrewsbury, NJCRD 286353Updated

Skyview Investment Advisors is an investment adviser based in Shrewsbury, NJ, registered with the SEC since 2017. It provides investment management. Its clients include insurance companies, high-net-worth individuals and other investment advisers. Its regulatory assets under management total $8.32 billion, as filed on 31 March 2026.

21
Clients
Not reported
AUM per individual client
11
Advisory staff
2
Offices

From Form ADV filed 31 March 2026SEC record

Services and clients

Skyview Investment Advisors provides portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, and selecting other managers. The firm advises 8 private funds.

Skyview Investment Advisors reports 21 clients. They include 14 pooled investment vehicles and 7 other investment advisers. Of its assets, 31.9% ($2.65B across 26 accounts) are managed with discretion; $5.67B across 1 account is not. It advised 6 clients without assets under management last fiscal year.

Clients and assets by client type
Clients21 clients reported
Assets$8.32B
Share of clients and assets by client type
Client typeClientsAssets
High-net-worth individualsFewer than 529%
Pooled investment vehicles67%2%
Other investment advisers33%14%
Insurance companiesFewer than 554%

Client shares use reported counts. Client types without a reported count are excluded from that total.

Client breakdown and activity details
High-net-worth individuals
Clients
Fewer than 5
Regulatory AUM
$2.45B
AUM share
29.4%
Avg. per client
—
Pooled investment vehicles
Clients
14
Regulatory AUM
$197M
AUM share
2.4%
Avg. per client
$14M
Other investment advisers
Clients
7
Regulatory AUM
$1.18B
AUM share
14.1%
Avg. per client
$168M
Insurance companies
Clients
Fewer than 5
Regulatory AUM
$4.5B
AUM share
54.1%
Avg. per client
—

Total

Clients
21
Regulatory AUM
$8.32B
AUM share
100%
Avg. per client
—
Clients outside the U.S.
0%
Clients advised without assets under management last fiscal year
6
Private funds advised
8

Fees and minimums

Skyview Investment Advisors is paid through a percentage of assets under management, hourly charges, fixed fees (other than subscription fees) and performance-based fees; its fees and minimums are set out in its brochures on the SEC website.

Ownership and people

Steven Turi owns 25% to 50% of Skyview Investment Advisors. The leadership team of Skyview Investment Advisors includes Chief Compliance Officer Lawrence Chiarello. It has 21 employees, 11 of them in advisory roles.

Leadership

Investment adviser representatives

5 representatives listed in the SEC register as of 9 October 2026.

Staff

  • 21 employees
  • 11 in advisory functions
  • 8 state-registered reps
  • 1 soliciting firm
Who owns the firm
Skyview Investment Advisors, LLC· the adviser
  • Steven Turi

    Control person · since January 2010

    Owns 25% to 50% of Skyview Investment Advisors, LLC
  • Andrew Melnick

    Control person · since January 2010

    Owns 25% to 50% of Skyview Investment Advisors, LLC
  • Lawrence Chiarello

    Control person · since January 2010

    Owns 10% to 25% of Skyview Investment Advisors, LLC
  • Christopher Turi

    Control person · since February 2020

    Owns 10% to 25% of Skyview Investment Advisors, LLC

Growth and acquisitions

Skyview Investment Advisors’ regulatory assets grew 2.0× from $4.11B (June 2021) to $8.32B (March 2026); clients rose from 15 to 21 and employees from 15 to 21.

By annual filing
Measure
Figures from each annual filing
Skyview Investment Advisors figures from each annual Form ADV filing
FiledRegulatory AUMClientsEmployeesOffices
March 2026$8.32B21212
June 2025$6.9B17172
July 2024$5.97B17162
April 2023$5.72B16162
March 2022$4.56B18152
June 2021$4.11B15152

Offices and registration details

Besides its headquarters, Skyview Investment Advisors has 1 office, with 2 listed addresses in New Jersey and New York.

Listed office addresses by state

New Jersey · 1 listed address

  • 595 Shrewsbury Avenue, Suite 203, ShrewsburyHQ

Other business names

Skyview Investment Advisors has reported 10 other business names to the SEC.

  • Blackpoint Asset Management
  • Blackpoint Capital
  • Blackpoint Capital Management
  • Blackpoint Capital Partners
  • Blackpoint Investment Management
  • Blackpoint Long-Term Opportunistic
  • Blackpoint Management
  • Blackpoint Multi-Series
  • Blackpoint Select Alternatives
  • Skyview Vantage Point Partners

Contact and registration details

Legal name
Skyview Investment Advisors, LLC
Headquarters
595 Shrewsbury Avenue, Suite 203, Shrewsbury, NJ 07702
SEC file
801-109017
Structure
New Jersey LLC
Fiscal year end
December

Custodians

Skyview Investment Advisors has custody of client assets.

Investments and reported holdings

At year end, Skyview Investment Advisors’ separately managed accounts were mostly in stocks (100%). Its reported 13F holdings for the quarter ended 31 March 2026 total $743K across 318 positions; the largest are Goldman Sachs Activebetau.s. Large Cap Equity ETF (10.9%), iShares Core S&P 500 ETF (6.9%) and JPMORGAN Mortgage-backedsecurities ETF (6.7%).

What the accounts hold

Separately managed account assets by class, year end
  • Stocks100%

Reported 13F holdings

$743K
Reported 13F value
318
Positions
58.3%
In the 10 largest
—
Value vs. prior quarter
Ten largest positions, share of reported value
  1. Goldman Sachs Activebetau.s. Large Cap Equity ETF10.9%
  2. iShares Core S&P 500 ETF6.9%
  3. JPMORGAN Mortgage-backedsecurities ETF6.7%
  4. iShares Mbs ETF6.4%
  5. Wisdomtree U.S. Quality Dividend Growth Fund6.3%
  6. Goldman Sachs Activebetainternational Equity ETF6.0%
  7. iShares Gold Trust5.5%
  8. iShares 3-7 Year Treasury BO4.8%
  9. Nvidia Corp.3.5%
  10. Partners Group Private Equity Master Fund LLC Class I1.4%

Together, the ten largest are 58.3% of reported value.

The 50 largest positions and quarterly changesQuarter ended 31 March 2026 · filed 15 May 2026

Common questions

How many clients does Skyview Investment Advisors have?

Skyview Investment Advisors has 21 clients and manages $8.32 billion for them, as of March 2026. They include 14 pooled investment vehicles and 7 other investment advisers.

Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026

What services does Skyview Investment Advisors offer?

Skyview Investment Advisors provides portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, and selecting other managers.

Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file

How many financial advisors does Skyview Investment Advisors have?

Skyview Investment Advisors has 8 investment adviser representatives registered with state securities authorities, out of 21 employees, and 11 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.

Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file

What does Skyview Investment Advisors invest in?

At the end of its last fiscal year, Skyview Investment Advisors’ separately managed accounts held 100% exchange-traded equities. It advises 8 private funds.

Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file

Who owns Skyview Investment Advisors?

Skyview Investment Advisors’ direct owners are Steven Turi, Andrew Melnick, Lawrence Chiarello and Christopher Turi, each holding 50% or less.

Source: Form ADV Part 1A, Schedules A and B, filed 31 March 2026

How does Skyview Investment Advisors get paid?

Skyview Investment Advisors is paid through a percentage of assets under management, hourly charges, fixed fees and performance-based fees. Its Form ADV lists no commissions among how it is paid.

Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file

How do I contact Skyview Investment Advisors?

Skyview Investment Advisors’ main office is at 595 Shrewsbury Avenue, Suite 203, Shrewsbury, NJ 07702. Its phone number is 732-936-2880. Its website is skyviewadv.com.

Source: Form ADV Part 1A, Item 1.F, filed 31 March 2026

Sources and methodology

  1. Form ADV Part 1A, amendment filed 31 March 2026. Items 1, 5, 9, 11 and Schedules A, B and D.
  2. IAPD firm record, CRD 286353.
  3. SEC registered adviser data, annual Form ADV amendments filed 30 June 2021 to 31 March 2026. Items 1.F and 5.
  4. SEC investment adviser representative register, as of 9 October 2026; loaded 10 October 2026.
  5. Form 13F-HR, filed 15 May 2026 for the quarter ended 31 March 2026.

Retrieved 15 October 2026. All are published by the SEC and may have been amended since. Disciplinary history is not yet shown here. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. The logo is reproduced for identification from Skyview Investment Advisors, LLC, website.

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