SKYVIEW INVESTMENT ADVISORS, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $8.32B |
| Discretionary | $2.65B32% of AUM |
| Non-Discretionary | $5.67B |
| Client Accounts | 27 |
| Avg Account Size | $308.3M |
| Employees | 21 |
| Peak AUM | $8.32BMar 2026 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $8.3B | +20.6% | +13.3% | +15.2% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $8.32B |
| Discretionary | $2.65B |
| Employees | 21 |
| Client Accounts | 27 |
Contact & Location
Address
595 SHREWSBURY AVENUE
SHREWSBURY NJ 07702
Phone
732-936-2880
Filing History
26 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed FeesPerformance Fees
Advisory Services
Portfolio Mgmt (Individuals)Portfolio Mgmt (Institutional)Pension ConsultingPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$2.7B
31.9% of AUM
Non-Discretionary
$5.7B
68.1% of AUM
Disc. mix ▲ 4.1pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Pooled Vehicles
Corporations
Insurance Cos.
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Related Entities (Item 7)
Law Firm