SourcingSourcing

BLUE SKY ASSET MANAGEMENT, LLC

C40
CRD 167686·SEC 801-78019·ENGLEWOOD, CO
AUM
$98.6M
$25M-$100M
Est. Revenue
$986K
@ 1% on AUM
Est. EBITDA
$296K
@ 30% margin
Est. Deal Value
$2.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BLUE SKY ASSET MANAGEMENT, LLC
CRD
167686
SEC file #
801-78019
EIN
274981131
DBA names
—

Economics

AUM
$98.6M
AUM band
$25M-$100M
AUM trajectory
'21'26
$398.1M → $98.6M▼ -75%
Client mix
Other Investment Advisers1

Operations

Employees (total)
1
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'23'26
1 advisors → 1 advisors▬ 0%
Primary office
ENGLEWOOD CO
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Other Advisory Services
Fee basis
Other Compensation

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
bsam.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
AVEO CAPITAL HOLDINGS, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
2
Control Persons
AVEO CAPITAL HOLDINGS, LLC
ARMSTRONG, ANDY, JOHN
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
BSAM.COM
Rdap Domain Creation Date
2003-09-25T18:07:26Z
Rdap Firm Age Years
23
Rdap Firm Age Band
20+y
Rdap Registrar
NameCheap, Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
7
Form 5500 Total Compensation
382,385
Form 5500 Compensation Trajectory 3y
2025382,385
Form 5500 Plan Count Trajectory 3y
20257
Schedule C Total Compensation
382,385
Schedule C Service Provider Rows
7

SEC EDGAR

Edgar Cik
0001576584
Edgar Registered
Yes
Edgar Filing Count
39
Edgar First Filing Date
2017-01-19
Edgar Last Filing Date
2026-01-08
Edgar 13f Count
38
Edgar 13f Latest AUM Estimate
Filing Date2026-01-08
Accession0001576584-26-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
E*trade4
Edgar Addresses
Mailing
9635 MAROON CIRCLESUITE 440ENGLEWOOD, CO 80112
Business
9635 MAROON CIRCLESUITE 440ENGLEWOOD, CO 80112
Edgar EIN
274981131
Edgar Recent Filings
13F-HR2026-01-08 · 0001576584-26-000001
13F-HR2025-11-14 · 0001576584-25-000003
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-09-25T18:07:26Z
Rdap Domain Last Changed
2025-08-26T06:22:40Z
Rdap Nameservers
Dns1.registrar-servers.comDns2.registrar-servers.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
No

People (2)

2
ANDY JOHN ARMSTRONG
Executive Officer · 2.5%
4448534
KEYS ERICSON TINNEY
IAR
3031776