BLUE SKY ASSET MANAGEMENT, LLC

Overview

Blue Sky Asset Management, LLC is a small, SEC‑registered investment adviser formed as an LLC in 2013 that serves an institutional client base. The firm operates as a discretionary manager, with a clear equity orientation: exchange‑traded equities represent the dominant allocation across its mandates. Blue Sky does not identify as an active ESG investor, is not a multi‑state adviser, and reports a nonstandard fee structure under “other.” The firm indicates relationships with third‑party alternative investment managers while not positioning itself as a capital allocator, which suggests it accesses external private or specialist strategies on behalf of clients rather than acting primarily as a multi‑manager platform. Blue Sky’s activity profile aligns with concentrated, equity‑first management for institutional mandates. The firm’s disclosure points to separately managed accounts (SMAs) and heavy use of exchange‑traded instruments as the primary implementation tools. Mutual funds are also part of the toolkit for delivering diversified or specific exposures alongside direct equity and ETF holdings.

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