# Blue Sky Investment Partners, Inc.

> Blue Sky Investment Partners, Inc. is an SEC-registered investment advisory firm in Evanston, IL, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 9, 2026.

- CRD: 145318
- Filed as: BLUE SKY INVESTMENT PARTNERS, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Evanston, IL
- Filing period: October 2026
- Form ADV filing dated: September 9, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/145318
- AdvisorCensus page: https://advisorcensus.com/firm/blue-sky-investment-partners-inc-evanston-il-145318

## Quick answers

**How is Blue Sky Investment Partners, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Blue Sky Investment Partners, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**How much does Blue Sky Investment Partners, Inc. charge?**
Its Form ADV Part 2A brochure dated August 13, 2026 states: Flat fee: $1,500 to $2,500 (financial planning fee). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Blue Sky Investment Partners, Inc. located?**
Blue Sky Investment Partners, Inc.'s principal office is in Evanston, IL, according to its Form ADV.

**Is Blue Sky Investment Partners, Inc. registered with the SEC or a state?**
Blue Sky Investment Partners, Inc. is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 145318.

**How much does Blue Sky Investment Partners, Inc. manage?**
Blue Sky Investment Partners, Inc. reports $118,017,737 in regulatory assets under management in its Form ADV filing dated September 9, 2026 (100% discretionary).

**What types of clients does Blue Sky Investment Partners, Inc. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (35); individuals (other than high net worth individuals) (26); pension and profit sharing plans (but not the plan participants or government pension plans) (1).

**Which custodians does Blue Sky Investment Partners, Inc. use?**
Blue Sky Investment Partners, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Blue Sky Investment Partners, Inc. report any disciplinary disclosures?**
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/145318

**Does Blue Sky Investment Partners, Inc. state an account minimum?**
Its Form ADV Part 2A brochure dated August 13, 2026 says: "BSIP’s recommended minimum account size (in the aggregate) is $500,000. Under certain circumstances, BSIP will consider waiving the minimum account size requirements."

**What changed in Blue Sky Investment Partners, Inc.'s recent Form ADV filings?**
In the October 2026 filing data: Registered or notice-filed in TX.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Fees and minimums (Form ADV Part 2A brochure dated August 13, 2026)

- Account minimum: $500,000 (the brochure says it may be waived or negotiated)

> BSIP’s recommended minimum account size (in the aggregate) is $500,000. Under certain circumstances, BSIP will consider waiving the minimum account size requirements.

- Flat fee: $1,500 to $2,500 (financial planning fee)

> The Blue Sky Portfolio Management Plus Service includes a one-time financial planning fee of between $1,500 and $2,500 depending on the complexity of each client’s financial situation.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $118,017,737
- Discretionary: $118,017,737
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 26 | $13,104,074 |
| High net worth individuals | 35 | $104,790,910 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $122,753 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [blueskyinvestments.net](https://blueskyinvestments.net)

## Changes in the filing (last 12 months)

### October 2026
- Registered or notice-filed in TX.

### June 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Blue Sky Investment Partners, Inc. (CRD 145318): Form ADV filing data as of October 2026.