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 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

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