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 focused on fee-based financial planning and portfolio management for individuals, families and small businesses, with some institutional clients. The firm charges a percentage of assets under management and also offers hourly advisory work, and it manages client relationships on a discretionary basis. Investment activity is concentrated on private funds and other alternative vehicles rather than purely liquid equity exposures; the firm sources third‑party alternative managers for private placements, real estate and energy-related strategies while using mutual funds and separately managed account structures for core liquid allocations. Blue Sky does not position itself as a pension consultant or multi-state adviser and is not an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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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

    PresidentCRD 5430365

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth