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| Sky Investment Group LLC
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|---|---|
| CRD # | 134001 |
| SEC # | 801-63875 |
| CIK # | 0001333792, 0001809270 |
| AUM | 931.0 M (2026-03-31) |
| Employees | 11 (73% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 860-761-9700 |
| Address | One Financial Plaza Hartford, CT 06103 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001333792 0001809270 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 56.0 | ||
| Alphabet Inc | 34.7 | ||
| Microsoft Corp | 32.0 | ||
| Johnson & Johnson | 16.6 | ||
| American Express Co | 16.0 | ||
| United Technologies Corp /DE/ | 15.5 | ||
| Philip Morris International Inc | 15.4 | ||
| Linde PLC | 15.1 | ||
| Alphabet Inc | 13.6 | ||
| Texas Instruments Inc | 12.6 | ||
| Mastercard Inc | 12.0 | ||
| Apple Inc | 11.2 | ||
| Coca Cola Co | 11.2 | ||
| Merck & Co Inc | 10.6 | ||
| Amazon Com Inc | 10.3 | ||
| AbbVie Inc | 10.3 | ||
| Procter & Gamble Co | 9.8 | ||
| PepsiCo Inc | 9.5 | ||
| Abbott Laboratories | 9.3 | ||
| Facebook Inc | 9.1 | ||
| Emerson Electric Co | 9.1 | ||
| Thermo Fisher Scientific Inc | 9.0 | ||
| Illinois Tool Works Inc | 9.0 | ||
| McDonalds Corp | 8.9 | ||
| Chevron Corp | 8.9 | ||
| Southern Co | 8.2 | ||
| PNC Financial Services Group Inc | 8.1 | ||
| Denali Holding Inc | 7.7 | ||
| Home Depot Inc | 7.6 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 386 | 913.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 7.5 |
| (h) Charitable organizations | 8 | 10.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 929 | 931.0 |
| By Discretionary | ||
| Discretionary | 929 | 931.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 929 | 931.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 5.6 | |
| United States Persons | 925.4 | |
| Total | 929 | 931.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001333792] | |
| 3 | [0001809270] | |
| 4 | [0001809270] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Serves | Institutional, Retail |
| Form 3/4/5 Subject | 2011 - 2026 |
|---|---|
| Carolco Pictures Inc | |
| Comcast Bidco Holdings Ltd | |
| Sky Ventures Ltd | |
| Sky UK Ltd | |
| Comcast Bidco Ltd | |
| Comcast Corp | |
| Sky Ltd |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
Carolco Pictures Inc FUBO
Common Stock
|
2020-12-31 | Sell | 500,000 | $30.06 | 15,030,000 |
|
Carolco Pictures Inc FUBO
Common Stock
|
2020-12-31 | Conversion | 500,000 | $0.00 | |
|
Carolco Pictures Inc FUBO
Series AA Convertible Preferred Stock · derivative
|
2020-12-31 | Conversion | 250,000 | $0.00 |
| Comparable Firms | State | AUM |
|---|---|---|
|
LS Investment Advisors LLC
✚
|
MI | 932.1 M |
|
PCG Wealth Advisors LLC
✚
|
KS | 931.1 M |
|
Brighton Securities Corp
✚
|
NY | 931.0 M |
|
Philip James Wealth Management LLC
✚
|
GA | 930.6 M |
|
Strategy Asset Managers LLC
✚
|
CA | 930.1 M |
|
Stablepoint Partners LLC
✚
|
MA | 930.0 M |
|
Wick Capital Partners LLC
✚
|
PA | 929.7 M |
|
Investmark Advisory Group LLC
✚
|
CT | 929.7 M |
|
Oppenheimer Investment Management LLC
✚
|
NY | 929.4 M |
|
Vaquero Private Wealth Ltd
✚
|
TX | 928.9 M |