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Firm profile

Blue Sky Investment Partners, Inc..

EVANSTON, ILCRD 145318Registration Status: ApprovedEffective since May 8, 2026Latest ADV April 6, 2026

Blue Sky Investment Partners, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Evanston, IL. Its latest Form ADV filing, dated April 6, 2026, reports $118M in regulatory assets under management, 1 employee, and 62 accounts.

Assets Under Management
$118M
Employees
1
Offices
--
Total Clients
62
Primary office
EVANSTON, IL
1609 SHERMAN AVE., #204, EVANSTON, IL, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOMichael R. Willman

Advisory services offered

2 types reported
Financial Planning Services
Portfolio management for individuals and small businesses

Fee models offered

2 types reported
Asset based fees
Hourly charges
Sources checked Aug 22, 2026

Client Coverage Demographics

Top client segmentHNWI represent 56.5% of total clients.
Top client categories% of clientsClients
1
HNWI
56.5%
35
2
Individuals
41.9%
26
3
Pension Plans
1.6%
1
Categories with <5 clients
Pension and profit sharing plans<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$118Mas of April 6, 2026
Discretionary100.0%
$118M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$118M
Total Accounts62
10Y AUM Change—

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees1
Clients per Employee62:1
10Y Employee Change—

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.