BLUE SKY ASSET MANAGEMENT, LLC
Adviser information for BLUE SKY ASSET MANAGEMENT, LLC last updated from Form ADV on March 13th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Colorado, United States |
Employees
| Total Number of Employees | 1 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | No |
|---|
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | MODEL PORTFOLIO CONSULTING AND TRADING ADMINISTRATION |
|---|---|
| Compensation | A PERCENTAGE BASED ON ASSETS INVESTED IN THE MODELS |
Identifiers
| SEC RIA File Number | 801-78019 |
|---|---|
| SEC ERA File Number | 801-78019 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 167686 |
| Legal Entity Identifier | None |
Principal Office
9635 MAROON CIRCLESUITE 440
ENGLEWOOD
CO
United States
Monday - Friday, 9AM-5PM
Tel: 303-552-0945, Fax: 800-798-2836
Websites
Chief Compliance Officer
ANDY ARMSTRONG
255 EAST 5TH STREET
SUITE 1900
CINCINNATI
OH
United States
Tel:
513-832-5385
A***************@*****************************M
(Full email address available in API data)
Regulatory Contact
KEYS TINNEY
MANAGING MEMBER
9635 MAROON CIRCLE
SUITE 440
ENGLEWOOD
CO
United States
Tel:
303-552-0945
Fax:
800-798-2836
K*@*******M
(Full email address available in API data)
Industry Affiliates
| AVEO CAPITAL PARTNERS, LLC | Other investment adviser, including financial planners |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| AVEO CAPITAL HOLDINGS, LLC | Domestic Entity | – | OWNER | 05/2013 | > 75% |
| TINNEY, KEYS, ERICSON | Individual | AVEO CAPITAL HOLDINGS, LLC | MEMBER | 02/2011 | > 75% |
| ARMSTRONG, ANDY, JOHN | Individual | – | CHIEF COMPLIANCE OFFICER | 05/2018 | < 5% |