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 owned by an individual. The firm serves both individual and family clients as well as institutional accounts, providing financial planning and portfolio management for individuals and small businesses. Its fee model combines a percentage-of-assets charge with the option for hourly billing. Blue Sky does not characterize itself as an ESG-focused investor, does not operate as a multi-state adviser, and is not listed as a capital allocator or pension consultant. The firm reports SEC registration in 2026.
Assets & Accounts
Investments & Alternatives
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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