DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Skyview Investment Advisors, LLC
Latest filing Mar 31, 2026
First filing on the tape Jan 20, 2017 · 26 filings
SEC status approved since Feb 9, 2017
RAUM
$8.3B
reported, Item 5.F
Discretionary
32%
of RAUM
Private clients
29%
$2.4B individuals and HNW
Advisors
5
registered through the firm on IAPD
RAUM per advisor
$1.7B
derived; firm RAUM over IAPD count
Employees
21
11 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
8
reported on Schedule D
History
26 filings and snapshots on the tape
RAUM$8.3B as of Mar 31, 2026
Apr 18, 2018$1.4B then
HNW client RAUM$2.4B as of Mar 31, 2026
Apr 1, 2021$32.4M then
State-registered IARs (5.B.3)8 as of Mar 31, 2026
Apr 18, 20180 then
Employees (5.A)21 as of Mar 31, 2026
Apr 18, 201811 then
Private funds8 as of Mar 31, 2026
Mar 31, 20195 then
RAUM +21% over the last fiscal year+13% a year over threeIARs 7 to 8
Practice profile
derived from the filing of Mar 31, 2026; every figure names its basis
Archetypes, each a printed rule
- Dual wealth and asset manager · private-client share 20 to 60 percent and fund or institutional share at least 30 percent
- OCIO / institutional advisory · selection of other advisers (5.G.7) and institutional share at least 50 percent
- RAUM per advisor
- $1.7BderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $308MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 32%derivedof RAUM
- Institutional
- 54%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 4.2derivedItem 5.A over advisors
- Advisors per office
- 2.5derived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +21%derivedbetween the last two annual amendments
- Advisor growth, one year
- +14%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, hourly, fixed fees, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for pooled vehicles, selection of other advisersreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- an independent public accountant performs a surprise examination (9.C.1)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Insurance companies$4.5B54%
- High-net-worth individuals$2.4B29%
- Other investment advisers$1.2B14%
- Pooled investment vehicles$197M2.4%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 27reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixed, hourly, performancereported
- Class basis
- private_client_share=0.29 fund_share=0.16 institutional_share=0.54 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
5 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Lawrence Philip Chiarello | Shrewsbury, Nj | Jul 6, 2017 | 16 y | 2 |
| Steven Joseph Turi | Shrewsbury, Nj | Jul 6, 2017 | 32 y | 2 |
| Matteo Tavella | Shrewsbury, Nj | Feb 6, 2025 | 13 y | 0 |
| Francisco Javier Perez | Orlando, Fl | Jan 2, 2026 | 16 y | 2 |
| Timothy James Sheehan | Zionsville, In | Jan 6, 2026 | 31 y | 2 |
Advisor movement
0 left, 2 joined in 12 months
net +2 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount1 left over 36 months
Left, latest
- Justin Richard Greenhill to Sollinda Capital Management LLCJan 3, 2024 · Other
Joined, latest
- Timothy James Sheehan from Bpv Capital Management, LLCJan 6, 2026 · Other
- Francisco Javier Perez from Bpv Capital Management, LLCJan 2, 2026 · Other
- Justin Richard Greenhill from Ridgepath Capital Management LLCSep 18, 2020 · Other
- Lawrence Philip Chiarello from Bpv Capital Management, LLCJul 6, 2017 · Other
- Steven Joseph Turi from Bpv Capital Management, LLCJul 6, 2017 · Other
Private funds
8 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Blackpoint Select Alternatives Fund, LLC - Series A | Hedge Fund | $51.9M | 41 | Mar 31, 2019 |
| Blackpoint Select Alternatives Fund, LLC | Hedge Fund | $30.7M | 0 | Mar 31, 2019 |
| Blackpoint Multi-Series Fund, LLC - Series A | Hedge Fund | $26.5M | 35 | Mar 31, 2019 |
| Blackpoint Multi-Series Fund, LLC | Hedge Fund | $15.6M | 21 | Mar 31, 2019 |
| Blackpoint Multi-Series Fund, LLC - Series C | Hedge Fund | $10.6M | 15 | Mar 31, 2019 |
| Bpleste A Series Of Bpspv Master LLC | Hedge Fund | $2.3M | 2 | Jul 16, 2024 |
| Blackpoint Lt Partners LLC | Hedge Fund | $1.6M | 25 | Apr 20, 2020 |
| Bpspv Master LLC | Hedge Fund | $0 | 0 | Jul 4, 2024 |
Owners and control persons
Schedule A and B, latest filing
- Philip Lawrence Chiarello · Member/Chief Compliance Officercontrolsince 01/2010 · owns 10% to 25%
- Joseph Andrew Melnick · Managing Membercontrolsince 01/2010 · owns 25% to 50%
- Joseph Christopher Turi · Member/Senior Investment Analystcontrolsince 02/2020 · owns 10% to 25%
- Joseph Steven Turi · Managing Partnercontrolsince 01/2010 · owns 25% to 50%
Related persons
Schedule D 7.A
- Blackpoint Management I, LLCpooled vehicle sponsory
- Blackpoint Management, LLCpooled vehicle sponsory
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Shrewsbury, Nj · principal | 5 | 2 | 0 | ||
| Miami, Fl | 0 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- New York, NY1 employees
ADV anomalies
5 against comparable advisers; where to look, not conclusions
- institutional to wealth shiftCombination · filing Mar 31, 2026peers: independent wealth managers, $5B to $20B (289)
- client mix shiftChange between filings · filing Mar 31, 2026private-client share of RAUM moved from 2.0% to 29.0% between the annual amendments of 2025-03-31 and 2026-03-31peers: independent wealth managers, $5B to $20B (289)
- control person changedChange between filings · filing Mar 31, 2026TURI, STEVEN, JOSEPH (MANAGING PARTNER) left Schedule A between the filings of 2020-04-20 and 2026-03-31peers: independent wealth managers, $5B to $20B (289)
- HNW share shiftChange between filings · filing Mar 31, 2026HNW share of RAUM moved from 2.0% to 29.0% between the annual amendments of 2025-03-31 and 2026-03-31peers: independent wealth managers, $5B to $20B (289)
- institutional asset share shiftChange between filings · filing Mar 31, 2026institutional share of RAUM moved from 96.0% to 68.0% between the annual amendments of 2025-03-31 and 2026-03-31peers: independent wealth managers, $5B to $20B (289)
What changed
consecutive filings, newest first
- Accounts · 11 to 27Jun 30, 2025 to Mar 31, 2026
- Advisory employees · 9 to 11Jun 30, 2025 to Mar 31, 2026
- Pooled vehicle clients · 9 to 14Jun 30, 2025 to Mar 31, 2026
- Employees · 17 to 21Jun 30, 2025 to Mar 31, 2026
- State-registered IARs · 7 to 8Jun 30, 2025 to Mar 31, 2026
- Discretionary RAUM · $1.9B to $2.7BJun 30, 2025 to Mar 31, 2026
- HNW RAUM · $141M to $2.4BJun 30, 2025 to Mar 31, 2026
- Non-discretionary RAUM · $5.0B to $5.7BJun 30, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $139M to $197MJun 30, 2025 to Mar 31, 2026
- RAUM · $6.9B to $8.3BJun 30, 2025 to Mar 31, 2026
- Financial planning clients · unset to Mar 31, 2025 to Jun 30, 2025
- Discretionary RAUM · $1.5B to $1.9BJul 16, 2024 to Mar 31, 2025
- HNW RAUM · $134M to $141MJul 16, 2024 to Mar 31, 2025
- Non-discretionary RAUM · $4.5B to $5.0BJul 16, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $140M to $139MJul 16, 2024 to Mar 31, 2025
- RAUM · $6.0B to $6.9BJul 16, 2024 to Mar 31, 2025
- Employees · 16 to 17Jul 16, 2024 to Mar 31, 2025
- Private funds · 7 to 8Jul 4, 2024 to Jul 16, 2024
- Private funds · 6 to 7Mar 30, 2024 to Jul 4, 2024
- Accounts · 16 to 11Dec 18, 2023 to Mar 30, 2024
- Discretionary RAUM · $507M to $1.5BDec 18, 2023 to Mar 30, 2024
- HNW RAUM · $15.1M to $134MDec 18, 2023 to Mar 30, 2024
- Non-discretionary RAUM · $5.2B to $4.5BDec 18, 2023 to Mar 30, 2024
- Pooled vehicle RAUM · $135M to $140MDec 18, 2023 to Mar 30, 2024
- RAUM · $5.7B to $6.0BDec 18, 2023 to Mar 30, 2024
- Accounts · 18 to 16Mar 31, 2022 to Mar 31, 2023
- Advisory employees · 11 to 9Mar 31, 2022 to Mar 31, 2023
- Corporate clients · 4.0 to unsetMar 31, 2022 to Mar 31, 2023
- Pooled vehicle clients · 7 to 9Mar 31, 2022 to Mar 31, 2023
- Employees · 15 to 16Mar 31, 2022 to Mar 31, 2023
- Discretionary RAUM · $1.9B to $507MMar 31, 2022 to Mar 31, 2023
- HNW RAUM · unset to 15076000.0Mar 31, 2022 to Mar 31, 2023
- Non-discretionary RAUM · $2.6B to $5.2BMar 31, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $92.9M to $135MMar 31, 2022 to Mar 31, 2023
- RAUM · $4.6B to $5.7BMar 31, 2022 to Mar 31, 2023
- Accounts · 15 to 18Jun 30, 2021 to Mar 31, 2022
- Corporate clients · 5 to 4Jun 30, 2021 to Mar 31, 2022
- Pooled vehicle clients · 5 to 7Jun 30, 2021 to Mar 31, 2022
- Discretionary RAUM · $1.5B to $1.9BJun 30, 2021 to Mar 31, 2022
- HNW RAUM · 32424000.0 to unsetJun 30, 2021 to Mar 31, 2022
Signals
6 dated events
- Justin Richard Greenhill left Skyview Investment Advisors, Llc for Sollinda Capital Management Llc (registered 2025-01-01)Jan 3, 2024 · Advisor changed firm · fact
- Skyview Investment Advisors, Llc reported RAUM $5.7B, up 26% from $4.6B (2022-03-31 to 2023-03-31)Mar 31, 2023 · RAUM change · derived
- Skyview Investment Advisors, Llc reported RAUM $4.1B, up 46% from $2.8B (2020-09-23 to 2021-04-01)Apr 1, 2021 · RAUM change · derived
- Joseph Christopher Turi (Member/Senior Investment Analyst) appeared on Schedule A of Skyview Investment Advisors, LlcApr 20, 2020 · Control person joined · fact
- Skyview Investment Advisors, Llc reported RAUM $2.4B, up 79% from $1.4B (2018-04-18 to 2019-03-31)Mar 31, 2019 · RAUM change · derived
- Skyview Investment Advisors, Llc filed its initial SEC registration (Form ADV)Jan 20, 2017 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Website
- skyviewvpp.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 732-936-2880reportedpublic record, Form ADV, Mar 31, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Wealth manager with institutional or fund businessderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $1.7Bderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026