Blue Sky Investment Partners, Inc.

RIASEC RegisteredEst. 2026
Total AUM
$118M
Discretionary
$118M
100% of AUM
Avg account
$1.9M
Accounts
62
Employees
1
Advisory reps
1

Firm details

Headquarters
Evanston, Illinois
CRD number
145318
Registered since
May 8, 2026
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Private Funds 59%, Exchange Traded Equities 40%, Cash & Cash Equivalents 1%59%
  • Private Funds59%
  • Exchange Traded Equities40%
  • Cash & Cash Equivalents1%

Contacts

1 of 1
  • Michael Willman

    Michael Willman

    PresidentCRD 5430365

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth