9AT: BLUE SKY ASSET MANAGEMENT, LLC

Advisers
BLUE SKY ASSET MANAGEMENT, LLC
Summary

BLUE SKY ASSET MANAGEMENT, LLC

BLUE SKY ASSET MANAGEMENT, LLC

Summary Contacts Filings Brochure Private Funds Service Providers

Login Required

Dear User,

In order to view news relating to specific advisers, you must be a registered user on our site. You can register for free here.

By registering on our site, you will have access to additional pages and functionality such as our searchable news database, brochure analysis and adviser compare. Additionally, you will be able to create a watchlist and receive customizable alerts on up to 10 advisers. For more information, see our registration & pricing policy.

Login Required

Dear User,

In order to view customized alerts for specific advisers, you must be a registered user on our site. You can register for free here.

Login Required

Dear User,

In order to view the brochure section of this adviser’s Form ADV, you must be a registered user on our site. You can register for free here.

Login Required

Dear User,

In order to view this page, you must be a licensed user on our site.

Licensed users have access to adviser contact information, service provider data, and new adviser and fund registrations. For more information, request a call or demo here.

Adviser Profile

As of Date	03/30/2026
Registration	SEC, Approved, 05/29/2013
ADV Location	ENGLEWOOD, CO, United States
Contact Info	303 xxxxxxx
Websites

Details

HTTP://WWW.BSAM.COM

AUM^*	98,569,414
of that, discretionary	98,569,414
Number of Employees	1
of those in investment advisory functions	1
Private Fund GAV^*	0
Avg Account Size	32,856,471
SMA’s	No
Private Funds	0

Adviser Type

- Large advisory firm

Client Types

- Other investment advisers

Advisory Activities

Compensation Arrangments

Reported AUM

470M 403M 336M 269M 202M 134M 67M

2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026

Discretionary

Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary

Overview

This Disclosure Brochure describes the business of BSAM. Certain sections will also describe the activities of Supervised Persons. Supervised Persons are any of BSAM’s officers, partners, directors (or other persons occupying a similar status or performing similar functions), or employees, or any other person who provides investment advice on BSAM’s behalf and is subject to BSAM’s supervision or control. BSAM has been in business since April of 2013. Aveo Capital Holdings, LLC is the principal owner of BSAM.

As of December 31, 2023, BSAM has zero regulatory assets under management. BSAM manages three model portfolios (“GenFolio”) available exclusively on a third party platform called SMArtX. BSAM and SMArtX are not affiliated. BSAM serves as a sponsor on the SMArtX platform, and has no direct clients. BSAM sends trading instructions directly to SMArtX if there needs to be an adjustment made to the GenFolio models, and does not initiate trades. BSAM does not provide any other investment advisory services.

Subscription Required

Dear User,

In order to use the export functionality a paid subscription to our site is required. You can subscribe here.

By subscribing to our site, you will have access to all data in our database, with export capability. Additionally, you will be able to retain multiple watchlists and receive customizable alerts on up to 50 advisers. For more information, see our registration & pricing policy.

BLUE SKY ASSET MANAGEMENT, LLC

BLUE SKY ASSET MANAGEMENT, LLC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Brochure Summary

Overview

Need help?

Send a question to 9AT support.