BLUESKYE INVESTMENT ADVISERS, LLC
Firm details
- Headquarters
- ORLANDO, Florida
- CRD number
- 161097
- Website
- blueskyegroup.com
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- Pooled Investment Vehicles54.16%
- HNWI30.98%
- Corporations / Businesses12.65%
- Individuals2.21%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of Periodicals
Firm profile
FINTRXOverview
Blueskye Investment Advisers, LLC operates as a small, equity‑tilted adviser and capital allocator serving both individual/family and institutional clients. The firm offers a mix of portfolio management services across individual accounts, pooled vehicles and business or institutional relationships, and it also performs pension consulting work and selects third‑party managers. Fee arrangements include percentage‑of‑AUM fees, fixed fees and performance‑based fees, which aligns with the firm’s activity as a capital allocator into external alternative managers. Investment activity shows a clear preference for publicly traded equities and exchange‑traded vehicles as the primary building blocks for separately managed accounts, while the firm also sources private market exposure through allocations to private equity, hedge funds, private placements and real estate. Blueskye is not flagged as an active ESG investor. The adviser’s structure and services indicate a hands‑on approach to manager selection and portfolio construction rather than a pure turnkey model.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities95%
- Cash & Cash Equivalents5%
Owners & executives
1 of 1DAKOTA LAWRENCE
Chief Executive OfficerCRD 5255723
Contacts
2 of 2SCOTT KEMPS
PresidentCRD 1849069
TODD HAVEMEISTER
Vice PresidentCRD 1942953
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
ORLANDO, FL
ORANGE
Location
ORLANDO, FL
Headquartered in ORLANDO, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.
- Metro area
- Orlando-Lakeland-Deltona, FL
- Region
- South
- County
- ORANGE
- Address
- 618 E South St
- Time zone
- ET (UTC-5)
- Office locations
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