Blue Sky Investment Partners, Inc.
Firm details
- Headquarters
- Evanston, Illinois
- CRD number
- 145318
- Registered since
- May 8, 2026
- Website
- www.blueskyinvestments.net
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI88.79%
- Individuals11.1%
- Pension & Profit Sharing Plans0.1%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Blue Sky Investment Partners, Inc. is an independent registered investment adviser organized as a corporation and registered with the SEC in 2026. The firm is owned by an individual and serves a mix of individual & family and institutional clients, with a stated advisory focus on financial planning and portfolio management for individuals and small businesses. Its fee model combines a percentage-of-AUM charge with the ability to bill hourly for certain services. Blue Sky does not describe itself as an active ESG investor, is not a multi-state adviser, and does not act as a pension consultant or a separate capital allocator.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Private Funds59%
- Exchange Traded Equities40%
- Cash & Cash Equivalents1%
Contacts
1 of 1
Michael Willman
PresidentCRD 5430365
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Evanston, IL
Cook
Location
Evanston, IL
Headquartered in Evanston, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Cook
- Address
- 1609 Sherman Ave
- Time zone
- CT (UTC-6)
- Office locations
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