SKY INVESTMENT GROUP LLC
Adviser information for SKY INVESTMENT GROUP LLC last updated from Form ADV on March 26th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Limited Liability Company |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | Connecticut, United States |
Employees
Total Number of Employees | 10 |
---|---|
Investment Advisory/Research | 8 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 8 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
---|
Type | Accounts | RAUM |
---|---|---|
Discretionary | 876 | $765.3M |
Non-Discretionary | 0 | $0 |
Total | 876 | $765.3M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 0 | $0 |
HNW Individuals | 355 | $732.5M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | <5 | $9.0M |
Charitable organizations | 13 | $23.7M |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 0 | $0 |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 0 |
Services
Advisory Services | Portfolio management for individuals and/or small businessesPension consulting services |
---|---|
Compensation | % of AUM |
Principal Office
ONE FINANCIAL PLAZASUITE 1210
HARTFORD
CT
United States
Monday - Friday, BY APPOINTMENT
Tel: 860-761-9700, Fax: 860-761-9797
Chief Compliance Officer
WILLIAM NEWMAN
CFO/CCO
ONE FINANCIAL PLAZA
SUITE 1210
HARTFORD
CT
United States
Tel:
860.761.9700
B******@********M
(Full email address available in API data)
Regulatory Contact
DAWN PETTIGLIO
CONSULTANT
81 SUNSET HILL ROAD
BRADFORD
NH
United States
Tel:
603-938-5192
Fax:
603-938-2427
D************@**********M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|
None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
NEWMAN, WILLIAM, HENRY | Individual | – | CHIEF COMPLIANCE OFFICER/CFO | 01/2005 | 10-25% |
BINGHAM, ROBERT, JAMES | Individual | – | PRESIDENT | 03/2005 | > 75% |
WRIGHT, JOHN, PARDEE | Individual | – | MEMBER | 01/2009 | 10-25% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 16th, 2024 for period ending June 30th, 2024
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
APPLE INC. | COM | 8M | 39K | 0 |
ABBVIE INC. | COM | 7M | 39K | 0 |
ABBOTT LABORATORIES | COM | 11M | 108K | 0 |
ADOBE SYSTEMS INC. | COM | 2M | 4K | 0 |
AUTOMATIC DATA PROCESSING, INC. | COM | 6M | 24K | 0 |
AUTODESK INC | COM | 2M | 8K | 0 |
AMERICAN ELECTRIC POWER | COM | 392K | 4K | 0 |
AMGEN INC. | COM | 707K | 2K | 0 |
AMAZON.COM, INC. | COM | 5M | 26K | 0 |
AIR PRODUCTS & CHEMICALS INC | COM | 2M | 6K | 0 |
BROADCOM INC. | COM | 636K | 396 | 0 |
AVERY DENNISON CORP | COM | 3M | 15K | 0 |
AMERICAN EXPRESS COMPANY | COM | 11M | 49K | 0 |
BANK OF AMERICA CORP. | COM | 623K | 16K | 0 |
BALL CORP | COM | 850K | 14K | 0 |
BECTON, DICKINSON & COMPANY | COM | 6M | 26K | 0 |
BRISTOL-MYERS SQUIBB COMPANY | COM | 889K | 21K | 0 |
BERKSHIRE HATHAWAY INC. - CL B | COM | 6M | 14K | 0 |
CAMDEN NATIONAL CORP. | COM | 254K | 8K | 0 |
CARRIER GLOBAL CORP. | COM | 576K | 9K | 0 |
CHUBB LTD. | COM | 588K | 2K | 0 |
CHURCH & DWIGHT COMPANY, INC. | COM | 3M | 33K | 0 |
CIGNA GROUP | COM | 410K | 1K | 0 |
CLEAN HARBORS, INC. | COM | 204K | 900 | 0 |
COMCAST CORP. - CL A | COM | 3M | 76K | 0 |
CUMMINS INC. | COM | 325K | 1K | 0 |
CANADIAN NATL RAILWAY COMPANY | COM | 232K | 2K | 0 |
CAPITAL ONE FINANCIAL CORP. | COM | 622K | 4K | 0 |
COSTCO WHOLESALE CORP. | COM | 2M | 3K | 0 |
SALESFORCE.COM, INC. | COM | 912K | 4K | 0 |
CISCO SYSTEMS INC | COM | 689K | 15K | 0 |
COTERRA ENERGY INC. | COM | 331K | 12K | 0 |
CVS HEALTH CORP. | COM | 512K | 9K | 0 |
CHEVRON CORP. | COM | 9M | 55K | 0 |
DASSAULT SYSTEMES SA ADR | COM | 2M | 43K | 0 |
DIAGEO PLC - ADR | COM | 3M | 26K | 0 |
DANAHER CORP. | COM | 10M | 42K | 0 |
WALT DISNEY COMPANY | COM | 3M | 27K | 0 |
DUKE ENERGY CORPORATION | COM | 4M | 40K | 0 |
ECOLAB INC | COM | 6M | 26K | 0 |
EMERSON ELECTRIC COMPANY | COM | 7M | 59K | 0 |
EMERA INC. | COM | 2M | 67K | 0 |
EARTH SEARCH SCIENCES INC. | COM | 1 | 10K | 0 |
FORTUNE BRANDS INNOVATIONS, INC. | COM | 631K | 10K | 0 |
FIRST GRAPHENE LTD | COM | 340 | 10K | 0 |
FISERV, INC. | COM | 290K | 2K | 0 |
FORTIVE CORP. | COM | 3M | 42K | 0 |
GENERAL DYNAMICS CORP. | COM | 4M | 13K | 0 |
GE HEALTHCARE TECHNOLOGIES INC. | COM | 4M | 52K | 0 |
GENERAL MILLS, INC. | COM | 4M | 63K | 0 |
ALPHABET INC. - CL C (Non-Voting) | COM | 9M | 47K | 0 |
ALPHABET INC. - CL A (Voting) | COM | 18M | 96K | 0 |
GOLDMAN SACHS GROUP, INC. | COM | 470K | 1K | 0 |
HOME DEPOT, INC. | COM | 8M | 22K | 0 |
HONEYWELL INTERNATIONAL INC | COM | 4M | 21K | 0 |
INTERNATIONAL BUSINESS MACHINES CORPORATION | COM | 3M | 17K | 0 |
ISHARES CORE S&P MID-CAP ETF | CONV BONDS | 4M | – | 0 |
INTEL CORP | COM | 650K | 21K | 0 |
ILLINOIS TOOL WORKS | COM | 9M | 36K | 0 |
JOHNSON & JOHNSON | COM | 10M | 71K | 0 |
JPMORGAN CHASE & COMPANY | COM | 2M | 10K | 0 |
KYNDRYL HOLDINGS, INC. | COM | 1M | 51K | 0 |
KIMBERLY-CLARK CORP. | COM | 6M | 43K | 0 |
COCA-COLA COMPANY | COM | 9M | 137K | 0 |
L3 HARRIS TECHNOLOGIES, INC. | COM | 330K | 1K | 0 |
LINDE PLC | COM | 12M | 27K | 0 |
ELI LILLY & COMPANY | COM | 1M | 2K | 0 |
MASTERCARD INC. - CL A | COM | 11M | 24K | 0 |
MASCO CORP | COM | 2M | 35K | 0 |
MCDONALD`S CORP. | COM | 8M | 33K | 0 |
BARINGS CORPORATE INVESTORS | CONV BONDS | 3M | – | 0 |
MONDELEZ INTERNATIONAL, INC. - CL A | COM | 3M | 41K | 0 |
META PLATFORMS, INC. | COM | 8M | 16K | 0 |
MCCORMICK & COMPANY, INC. | COM | 411K | 6K | 0 |
MERCK & COMPANY, INC. | COM | 10M | 77K | 0 |
MICROSOFT CORP | COM | 40M | 90K | 0 |
MOTOROLA SOLUTIONS INC. | COM | 326K | 844 | 0 |
M & T BANK CORP. | COM | 5M | 33K | 0 |
NIKE, INC. - CL B | COM | 527K | 7K | 0 |
NESTLE SA - ADR | COM | 8M | 82K | 0 |
NETAPP, INC. | COM | 345K | 3K | 0 |
NUCOR CORP | COM | 264K | 2K | 0 |
NVIDIA CORP | COM | 36M | 288K | 0 |
ORACLE CORP | COM | 1M | 10K | 0 |
OTIS WORLDWIDE CORP | COM | 244K | 3K | 0 |
PALO ALTO NETWORKS, INC. | COM | 2M | 5K | 0 |
PEPSICO, INC. | COM | 12M | 74K | 0 |
PROCTER & GAMBLE COMPANY | COM | 11M | 67K | 0 |
PROGRESSIVE CORP. | COM | 669K | 3K | 0 |
PHILIP MORRIS INTERNATIONAL INC. | COM | 9M | 84K | 0 |
PNC FINANCIAL SERVICES GROUP, INC. | COM | 5M | 35K | 0 |
PAYPAL HOLDINGS, INC. | COM | 235K | 4K | 0 |
QUALCOMM INC | COM | 235K | 1K | 0 |
ROCHE HOLDINGS AG - ADR | COM | 1M | 35K | 0 |
INVESCO S&P 500 EQUAL WEIGHT ETF | CONV BONDS | 377K | – | 0 |
RTX CORPORATION | COM | 8M | 82K | 0 |
STARBUCKS CORP. | COM | 2M | 20K | 0 |
CHARLES SCHWAB CORP. | COM | 375K | 5K | 0 |
SHELL PLC - ADR | COM | 2M | 22K | 0 |
SOUTHERN COMPANY | COM | 6M | 80K | 0 |
SPDR S&P 500 ETF TRUST | CONV BONDS | 3M | – | 0 |
STANLEY BLACK & DECKER INC | COM | 2M | 27K | 0 |
STRYKER CORP. | COM | 5M | 15K | 0 |
SYSCO CORP. | COM | 6M | 82K | 0 |
TORONTO-DOMINION BANK | COM | 813K | 15K | 0 |
THERMO FISHER SCIENTIFIC INC. | COM | 10M | 18K | 0 |
T. ROWE PRICE GROUP, INC. | COM | 7M | 56K | 0 |
TRAVELERS COMPANIES, INC. | COM | 532K | 3K | 0 |
TAIWAN SEMICONDUCTOR MFG CO. LTD. - ADR | COM | 365K | 2K | 0 |
TRANE TECHNOLOGIES PLC | COM | 324K | 985 | 0 |
TEXAS INSTRUMENTS INC | COM | 9M | 47K | 0 |
TEXTRON INC | COM | 348K | 4K | 0 |
UNILEVER PLC - ADR | COM | 501K | 9K | 0 |
UNITEDHEALTH GROUP INC. | COM | 7M | 13K | 0 |
UNION PACIFIC CORP | COM | 1M | 5K | 0 |
UNITED PARCEL SERVICE - CL B | COM | 5M | 40K | 0 |
U.S. BANCORP | COM | 2M | 39K | 0 |
VISA INC. | COM | 2M | 7K | 0 |
VERALTO CORP. | COM | 457K | 5K | 0 |
VERISK ANALYTICS | COM | 470K | 2K | 0 |
VERIZON COMMUNICATIONS INC. | COM | 3M | 69K | 0 |
WEBSTER FINANCIAL CORP. | COM | 226K | 5K | 0 |
WELLS FARGO & COMPANY | COM | 462K | 8K | 0 |
WALMART INC. | COM | 1M | 21K | 0 |
TECHNOLOGY SELECT SECTOR SPDR ETF | CONV BONDS | 393K | – | 0 |
EXXON MOBIL CORP. | COM | 9M | 81K | 0 |
ZOETIS INC. | COM | 4M | 21K | 0 |