{
  "crd_number": 167686,
  "slug": "blue-sky-asset-management-llc-englewood-co-167686",
  "primary_business_name": "BLUE SKY ASSET MANAGEMENT, LLC",
  "legal_name": "BLUE SKY ASSET MANAGEMENT, LLC",
  "dbas": [],
  "city": "Englewood",
  "state": "CO",
  "country": "United States",
  "cbsa_code": "19740",
  "metro": {
    "cbsa_code": "19740",
    "common_name": "Denver",
    "msa_name": "Denver-Aurora-Centennial, CO",
    "path": "/advisors/co/denver"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2013-05-29",
  "years_registered": 13,
  "period": "2026-10-01",
  "filing_date": "2026-03-30",
  "carried_forward": false,
  "raum_total": 98569414.0,
  "raum_discretionary": 98569414.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other_investment_advisers": {
      "raum": 98569414.0,
      "count": 1,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "other"
  ],
  "advisory_activities": [
    "other"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CO"
  ],
  "websites": [
    "https://bsam.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/167686",
  "city_as_filed": "ENGLEWOOD",
  "url": "https://advisorcensus.com/firm/blue-sky-asset-management-llc-englewood-co-167686",
  "display_name": "Blue Sky Asset Management, LLC",
  "summary": "Blue Sky Asset Management, LLC is an SEC-registered investment advisory firm in Englewood, CO, registered since 2013, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.",
  "citation": "AdvisorCensus. Blue Sky Asset Management, LLC (CRD 167686): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "Other"
  ],
  "advisory_activity_labels": [
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Blue Sky Asset Management, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Blue Sky Asset Management, LLC reports these compensation arrangements: other."
    },
    {
      "q": "How much does Blue Sky Asset Management, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated March 30, 2026 states: Asset-based fee: 0.1% to 0.7% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Blue Sky Asset Management, LLC located?",
      "a": "Blue Sky Asset Management, LLC's principal office is in Englewood, CO, according to its Form ADV."
    },
    {
      "q": "Is Blue Sky Asset Management, LLC registered with the SEC or a state?",
      "a": "Blue Sky Asset Management, LLC is an SEC-registered investment advisory firm, registered since 2013. Status as filed: Approved. CRD 167686."
    },
    {
      "q": "How much does Blue Sky Asset Management, LLC manage?",
      "a": "Blue Sky Asset Management, LLC reports $98,569,414 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary)."
    },
    {
      "q": "How have Blue Sky Asset Management, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Blue Sky Asset Management, LLC: Total employees: 1 in October 2021 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Blue Sky Asset Management, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: other investment advisers (1)."
    },
    {
      "q": "Does Blue Sky Asset Management, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/167686"
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 1,
      "filing_date": "2021-03-23"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 1,
      "filing_date": "2022-03-14"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 1,
      "filing_date": "2023-06-27"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 1,
      "filing_date": "2024-03-13"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 1,
      "filing_date": "2025-03-10"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 98569414.0,
      "total_employees": 1,
      "filing_date": "2026-03-30"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 30, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": "0.1% to 0.7% a year",
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 0.1% to 0.7% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "BSAM Fees: Fees for the investment in any of the GenFolio models are between 0.10% - 0.70% depending on the model chosen."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": [
        0.1,
        0.7
      ],
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "BSAM Fees: Fees for the investment in any of the GenFolio models are between 0.10% - 0.70% depending on the model chosen."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/blue-sky-asset-management-llc-englewood-co-167686.md",
  "clients": [
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 1,
      "fewer_than_5": true,
      "raum": 98569414.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/167686",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}