SKY INVESTMENT GROUP LLC

← Back to list

UUID4e29a107-b577-540b-a2a1-f06f5959aee6

TypeASSET_MANAGER

Status—

Created2025-10-23 02:23:50

Updated2025-10-23 02:24:34

Available Loaders

SEC Form ADV (XLSX Metrics)

Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.

Open
SEC Form ADV Part 1 (Bulk)

Loads Form ADV Part 1 bulk data from the local CSV snapshot. Includes headquarters info, aliases, control persons, and evidence links.

Open

Identifiers

Authority	Identifier	Display	As Of	Confidence
adv_crd	134001	134001	—	1.0
sec_file_number	801-63875	801-63875	—	—

Profile

WebsiteHTTP://WWW.SKYIG.COM

HQ CityHARTFORD

HQ StateCT

HQ CountryUnited States

AUM (USD)—

AUM As OfNone

ADV Metrics

Assets & Accounts

RAUM (total)850,858,338.0
RAUM (discretionary)850,858,338.0
Actionable assets850,858,338.0
Accounts932.0

Institutional Clients

Government AUM0.0
Pension AUM14,665,818.0
Charitable AUM9,584,456.0
HNW AUM826,608,064.0

As of 2025-07-29 00:00:00 • Source ia09022025.xlsx

People

Name	Title	Role	Email	Evidence
ALPINE INVESTORS IX, LP	MEMBER	OFFICER	—	{"filing_id": "2017836", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
ALPINE INVESTORS IX-A BLOCKER EG II, LLC	PARTNER	OFFICER	—	{"filing_id": "2017836", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
ALPINE INVESTORS IX-A SPLITTER EG II, LP	MEMBER	OFFICER	—	{"filing_id": "2017836", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
ALPINE INVESTORS IX-A, LP	MEMBER	OFFICER	—	{"filing_id": "2017836", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
ASPEN STANDARD GROUP INTERMEDIATE CO LLC	MEMBER	OFFICER	—	{"filing_id": "2017836", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
ASPEN STANDARD GROUP LLC	MEMBER	OFFICER	—	{"filing_id": "2017836", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
ASPEN STANDARD GROUP TOPCO LP	MEMBER	OFFICER	—	{"filing_id": "2017836", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
BINGHAM, ROBERT	FOUNDER & CHIEF INVESTMENT OFFICER	OFFICER	—	{"filing_id": "2017836", "owner_id": "1417739", "source": "adv_part1", "table": "Schedule_A_B"}
Bolt, Kendall	CHIEF EXECUTIVE OFFICER	OFFICER	—	{"filing_id": "2017836", "owner_id": "6958414", "source": "adv_part1", "table": "Schedule_A_B"}
EVERGREEN SERVICES GROUP TOPCO II, LLC	PARTNER	OFFICER	—	{"filing_id": "2017836", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
NEWMAN, WILLIAM, HENRY	CHIEF COMPLIANCE OFFICER/CFO	OFFICER	—	{"filing_id": "2017836", "owner_id": "4903870", "source": "adv_part1", "table": "Schedule_A_B"}

Outbound Affiliations

Relation	Organization	Last Updated	Evidence
No outbound affiliations.

Inbound Affiliations

Relation	Organization	Last Updated	Evidence
No inbound affiliations.

Evidence

adv_part1

data/raw/sec_adv/raw_adv/ADV_Filing_Data_20250901_20250930/IA_ADV_Base_A_20250901_20250930.csv 2025-10-23 02:24:34 • csv
```
{
  "date_submitted": "09/24/2025 12:04:20 PM",
  "filing_id": "2017836",
  "reg_type": "IA"
}
```