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.