{ "crd_number": 161097, "slug": "blueskye-investment-advisers-llc-orlando-fl-161097", "primary_business_name": "BLUESKYE INVESTMENT ADVISERS, LLC", "legal_name": "BLUESKYE INVESTMENT ADVISERS, LLC", "dbas": [], "city": "Orlando", "state": "FL", "country": "United States", "cbsa_code": "36740", "metro": { "cbsa_code": "36740", "common_name": "Orlando", "msa_name": "Orlando-Kissimmee-Sanford, FL", "path": "/advisors/fl/orlando" }, "registration_type": "state", "registration_status": "APPROVED", "registration_date": "2012-06-12", "years_registered": 14, "period": "2026-10-01", "filing_date": "2026-03-06", "carried_forward": false, "raum_total": 70545496.0, "raum_discretionary": 32335496.0, "raum_non_discretionary": 38210000.0, "raum_band": "25m_100m", "raum_band_label": "$25 million to $100 million", "total_employees": 3, "advisory_employees": 3, "client_count_bucket": null, "clients_by_type": { "individuals": { "raum": 1558274.0, "count": 24 }, "high_net_worth_individuals": { "raum": 21852186.0, "count": 48 }, "pooled_investment_vehicles": { "raum": 38210000.0, "count": 99 }, "corporations_other_businesses": { "raum": 8925036.0, "count": 19 } }, "compensation_types": [ "fixed", "percentage_of_aum", "performance_based" ], "advisory_activities": [ "pension_consulting", "periodicals_newsletters", "portfolio_management_businesses_institutional", "portfolio_management_individuals", "portfolio_management_pooled_vehicles", "selection_of_other_advisers" ], "wrap_fee_participant": false, "disclosure_yes_count": 3, "states_registered": [ "FL" ], "websites": [ "https://blueskyegroup.com" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/161097", "disclosure_items": [ { "item": "11.D(2)", "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?" }, { "item": "11.D(4)", "question": "In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?" }, { "item": "11.E(2)", "question": "Has a self-regulatory organization or a commodities exchange ever found that the firm or an advisory affiliate was involved in a violation of its rules, other than a minor rule violation under a plan the SEC approved?" } ], "city_as_filed": "ORLANDO", "url": "https://advisorcensus.com/firm/blueskye-investment-advisers-llc-orlando-fl-161097", "display_name": "Blueskye Investment Advisers, LLC", "summary": "Blueskye Investment Advisers, LLC is a state-registered investment advisory firm in Orlando, FL, registered since 2012, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 6, 2026.", "citation": "AdvisorCensus. Blueskye Investment Advisers, LLC (CRD 161097): Form ADV filing data as of October 2026.", "registration_type_label": "State-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Fixed fees (other than subscription fees)", "Performance-based fees" ], "advisory_activity_labels": [ "Portfolio management for individuals and/or small businesses", "Portfolio management for pooled investment vehicles (other than investment companies)", "Portfolio management for businesses (other than small businesses) or institutional clients", "Pension consulting services", "Selection of other advisers (including private fund managers)", "Publication of periodicals or newsletters" ], "quick_answers": [ { "q": "How is Blueskye Investment Advisers, LLC compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Blueskye Investment Advisers, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure." }, { "q": "Where is Blueskye Investment Advisers, LLC located?", "a": "Blueskye Investment Advisers, LLC's principal office is in Orlando, FL, according to its Form ADV." }, { "q": "Is Blueskye Investment Advisers, LLC registered with the SEC or a state?", "a": "Blueskye Investment Advisers, LLC is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 161097." }, { "q": "How much does Blueskye Investment Advisers, LLC manage?", "a": "Blueskye Investment Advisers, LLC reports $70,545,496 in regulatory assets under management in its Form ADV filing dated March 6, 2026 (46% discretionary)." }, { "q": "What types of clients does Blueskye Investment Advisers, LLC serve?", "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (99); high net worth individuals (48); individuals (other than high net worth individuals) (24)." }, { "q": "Does Blueskye Investment Advisers, LLC report any disciplinary disclosures?", "a": "Reports 3 disclosure items on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation), 11.D(4) (another regulator's order in the past ten years), and 11.E(2) (self-regulatory organization's finding of a rule violation). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/161097" } ], "filing_history": [], "recent_changes": [], "fees_from_brochure": null, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/blueskye-investment-advisers-llc-orlando-fl-161097.md", "clients": [ { "type": "individuals", "label": "Individuals (other than high net worth individuals)", "count": 24, "fewer_than_5": false, "raum": 1558274.0 }, { "type": "high_net_worth_individuals", "label": "High net worth individuals", "count": 48, "fewer_than_5": false, "raum": 21852186.0 }, { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 99, "fewer_than_5": false, "raum": 38210000.0 }, { "type": "corporations_other_businesses", "label": "Corporations or other businesses not listed above", "count": 19, "fewer_than_5": false, "raum": 8925036.0 } ], "disclosure_line": "Reports 3 disclosure items on Form ADV Item 11.", "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/161097", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }