BLUESKYE INVESTMENT ADVISERS, LLC

RIASEC Registered
Total AUM
$70.5M
Discretionary
$32.3M
46% of AUM
Avg account
$371K
Accounts
190
Employees
3
Advisory reps
3

Firm details

Headquarters
ORLANDO, Florida
CRD number
161097
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

FINTRX

Overview

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

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: Exchange Traded Equities 95%, Cash & Cash Equivalents 5%95%
  • Exchange Traded Equities95%
  • Cash & Cash Equivalents5%

Owners & executives

1 of 1
  • DAKOTA LAWRENCE

    Chief Executive OfficerCRD 5255723

Contacts

2 of 2
  • SCOTT KEMPS

    PresidentCRD 1849069

  • TODD HAVEMEISTER

    Vice PresidentCRD 1942953

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth