Blue Sky Asset Management, LLC is a large advisory firm based in Greenwood Village. It manages $270.42 million of regulatory assets for 1,444 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdiction of Colorado.
Blue Sky Asset Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, and model portfolio consulting and trading administration. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Blue Sky Asset Management, LLC is $270.42 million. The firm's AUM has grown by 351% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Blue Sky Asset Management, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to investment companies and other investment advisers. The largest group of clients of Blue Sky Asset Management is other investment advisers with 1 clients and $216.31 million of assets under management. Among the 11 most similar advisory firms, Blue Sky Asset Management has the highest percentage of other investment advisers out of all clients.
The amount of regulatory assets under management is $270.42 million for 4 clients. None of the firm’s clients are foreign persons or businesses.
Blue Sky Asset Management doesn't advise any private funds.
The company employs 3 people that are either part- or full-time employees. No employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Blue Sky Asset Management, LLC performs its advisory services is located at 6400 S. Fiddlers Green Circle, Greenwood Village, CO 80111, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 303-552-0945 or by fax 800-798-2836. The normal business hours are 9am-5pm on Monday - Friday. You can find more information about the New York firm at bsam.com/.