Blue Sky Investment Partners, INC.: new SEC registration, $118M AUM, Evanston, IL
Blue Sky Investment Partners, INC. (Evanston, Illinois): new SEC registration, $118M AUM, Evanston, IL. Its amount of 118 is below the median of 134 (36th percentile). Dated 181 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 118 · 36th percentile of 1,149 NewRiaPulse records · 0.9x the median
Free preview: all 11 published fields of this record are shown below. Locked: 56 related IL NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Blue Sky Investment Partners, INC. |
| Legal name | Blue Sky Investment Partners, INC. |
| CRD | 145318 |
| Status | Approved |
| Registered with the SEC | 2026-05-08 |
| Latest Form ADV filing | 2026-09-09 |
| Location | Evanston, IL, United States |
| Regulatory AUM | $118,017,737 |
| Accounts | 62 |
| Employees | 1 |
| Website | HTTP://WWW.BLUESKYINVESTMENTS.NET |
| amount percentile | 36th of 1,149 (median 134, 0.9x median) |
| Peer records CSV (57 IL records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-05-08
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
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LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Blue Sky Investment Partners, INC. and 57 Illinois peers
- Illinois NewRiaPulse records like this one: 57
- Blue Sky Investment Partners, INC.'s amount: 36th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Illinois peer: $11,400 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $118M under management.
- Website on file.
What is the NewRiaPulse record for Blue Sky Investment Partners, INC. in Evanston, Illinois?
Blue Sky Investment Partners, INC. received SEC registration as an investment adviser (2026-05-08) with $118,017,737 in regulatory assets under management, based in Evanston, IL.
How does Blue Sky Investment Partners, INC. compare to other Illinois NewRiaPulse records?
Its amount of 118 is below the median (36th percentile); smaller records often move faster and face less competition. It is 181 days old; check the official source for later updates before acting.
Blue Sky Investment Partners, INC. vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Blue Sky Investment Partners, INC. | Evanston, IL | 118 | 36th | 2026-05-08 |
| Crosspoint Capital Management | Orinda, CA | 117 | 34th | 2026-09-22 |
| Knecht Capital Management, LLC | 116 | 33rd | 2026-09-23 | |
| Leonard Advisory Group LLC | Saint Joseph, MI | 114 | 30th | 2026-09-16 |
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.