Sky Investment is an investment advisor in Hartford with $682.65 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
841664367
SEC advisor number
801-63875
FINRA CRD number
134001
AUM ?
$682.65 mm
(as of 15 May 23)
Accounts
857
(as of 15 May 23)
Employees
9
(8 investment advisory or research)
Address
Sky Investment
ONE FINANCIAL PLAZA
SUITE 1210
HARTFORD
CT 06103
ONE FINANCIAL PLAZA
SUITE 1210
HARTFORD
CT 06103
Office hours
Monday - Friday, BY APPOINTMENT
Phone
860 761 9700
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Newman, William, Henry | Chief Compliance Officer/cfo | 01/2005 | 10-25% |
Bingham, Robert, James | President | 03/2005 | > 75% |
Wright, John, Pardee | Member | 01/2009 | 10-25% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
23 Apr 24
13F-HR
Quarterly holdings report by institutional manager
24 Jan 24
13F-HR
Quarterly holdings report by institutional manager
26 Oct 23
13F-HR
Quarterly holdings report by institutional manager
25 Jul 23
13F-HR
Quarterly holdings report by institutional manager
25 Apr 23
13F-HR
Quarterly holdings report by institutional manager
27 Jan 23
13F-HR
Quarterly holdings report by institutional manager
25 Oct 22
13F-HR
Quarterly holdings report by institutional manager
12 Jul 22
13F-HR
Quarterly holdings report by institutional manager
14 Apr 22
13F-HR
Quarterly holdings report by institutional manager
24 Jan 22