# Broad Sky Partners LLC

> Broad Sky Partners LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 317966
- Filed as: BROAD SKY PARTNERS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/317966
- AdvisorCensus page: https://advisorcensus.com/firm/broad-sky-partners-llc-new-york-ny-317966

## Quick answers

**How is Broad Sky Partners LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Broad Sky Partners LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**How much does Broad Sky Partners LLC charge?**
Its Form ADV Part 2A brochure dated March 31, 2026 states: Asset-based fee: up to 2% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Broad Sky Partners LLC located?**
Broad Sky Partners LLC's principal office is in New York, NY, according to its Form ADV.

**Is Broad Sky Partners LLC registered with the SEC or a state?**
Broad Sky Partners LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 317966.

**How much does Broad Sky Partners LLC manage?**
Broad Sky Partners LLC reports $476,872,842 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**How have Broad Sky Partners LLC's assets and staff changed since 2022?**
In the Form ADV data for Broad Sky Partners LLC: Regulatory assets under management: $234,599,230 in the October 2022 data and $476,872,842 in the October 2026 data, up 103%. Total employees: 8 in October 2022 and 12 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Broad Sky Partners LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (6).

**Does Broad Sky Partners LLC 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/317966

**Does Broad Sky Partners LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 31, 2026 says: "The minimum capital commitment in a Private Investment Fund managed by Broad Sky is generally $5,000,000, subject to reduction at the sole discretion of the General Partner of the Private Investment Fund."

**What changed in Broad Sky Partners LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 8 to 10.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Asset-based fee: up to 2% of assets a year (the maximum the brochure states)

> Compensation earned by Broad Sky for providing investment advisory services to the Private Investment Funds is generally comprised of an asset-based management fee, which does not exceed 2% and is generally payable quarterly in advance.

- Account minimum: $5,000,000 (the brochure says it may be waived or negotiated)

> The minimum capital commitment in a Private Investment Fund managed by Broad Sky is generally $5,000,000, subject to reduction at the sole discretion of the General Partner of the Private Investment Fund.

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

### Regulatory assets under management (Item 5.F)
- Total: $476,872,842
- Discretionary: $476,872,842
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 6 | $476,872,842 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2022 (4 years)
- Employees: 12 total, 10 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [broadskypartners.com](https://broadskypartners.com)
- LinkedIn @broad-sky-partners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $234,599,230 | 8 | June 3, 2022 |
| October 2023 | $401,529,230 | 11 | April 26, 2023 |
| October 2024 | $418,435,043 | 12 | May 1, 2024 |
| October 2025 | $472,927,980 | 11 | March 31, 2025 |
| October 2026 | $476,872,842 | 12 | March 31, 2026 |

Regulatory assets under management: $234,599,230 in the October 2022 data and $476,872,842 in the October 2026 data, up 103%.
Total employees: 8 in October 2022 and 12 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 8 to 10.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Broad Sky Partners LLC (CRD 317966): Form ADV filing data as of October 2026.
