Asset ManagerRIA · CRD 329575SEC-Registered

Updated:

Blue Sky Capital Consultants Group

BLUE SKY CAPITAL CONSULTANTS GROUP, INC. is an SEC-registered investment adviser in POWAY, CA, registered since 2024. The firm manages approximately $306...

Blue Sky Capital Consultants Group

BLUE SKY CAPITAL CONSULTANTS GROUP, INC. is an SEC-registered investment adviser in POWAY, CA, registered since 2024. The firm manages approximately $306 million in regulatory assets. It has 7 employees and 7 investment advisers.

General information

Firm type

Asset Manager

Location

Region

North America

Country

United States

City

Poway

Corporate office

New York, NY, United States

Frequently asked questions

How does Blue Sky Capital Consultants Group source the private-fund managers it represents?

Blue Sky operates as a third-party marketing firm, meaning managers approaching their first or second institutional fundraise hire the group to create a formal institutional-introduction process. The firm filters prospects based on track record coherence, targeted fund size, and sector differentiation, then builds a short-form marketing package for a curated LP contact network, according to its regulatory filings describing the business.

Does Blue Sky Capital Consultants Group allocate discretionary capital, or only advise?

The firm does not appear to run a discretionary fund-of-funds or balance-sheet vehicle; SEC registration documents describe a fee-based placement and advisory service earning placement fees and retainers. No publicly available ADV or Form D filing indicates a proprietary co-investment pool, focused capital-commitment vehicle, or managed-account platform.

What type of limited partners does the group typically work with?

Blue Sky's Form ADV describes the client base as a mix of institutional investors and high-net-worth individuals, leaning toward smaller endowments, family offices, and selective fund-of-funds programs rather than large public-pension plans. The firm's value proposition is providing these smaller allocators with curated access to sub-institutional fund managers that do not appear on large-consultant gatekeeper lists.

Is the firm a pure consultant, or can it receive transaction fees?

Blue Sky Capital Consultants Group holds both investment-adviser and broker-dealer registrations, per FINRA BrokerCheck and SEC IAPD public records (current as of the last filing). That dual-registration structure permits the firm to charge both ongoing advisory retainers and success-based placement fees on capital introductions, a model that would be prohibited for a pure registered investment adviser operating under a sole 206(3) compliance framework.

In which private-market asset classes does the firm show the deepest manager coverage?

The firm's regulatory disclosures reference placement activity across private equity, venture capital, and real assets, but do not disclose weighting by asset class. The lower-to-middle-market profile of its manager relationships suggests focus on buyout, growth-equity, and value-add real-estate strategies rather than large-cap infrastructure or liquid hedge funds.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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