Investment adviser · CRD 124813
BIG SKY ASSET MANAGEMENT LLC
Investment adviser filing (IA)
SAN RAMON, CA, United States · Form ADV filed Oct 23, 2020
- Regulatory AUM
- $139M Form ADV · Item 5.F
- Client accounts
- 3 Accounts, not individual clients
- Employees
- 1 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Retirement plans | Fewer than 5 | $139,128,800 | 100.0% |
| High-net-worth individuals | Fewer than 5 | $0 | 0.0% |
Filing source
Form ADV 1463745 · Oct 23, 2020 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Oct 23, 2020. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Hourly
Principal office
12657 ALCOSTA BOULEVARD, SUITE 400SAN RAMON, CA, 94583, United States
CRD 124813
Filing source
Form ADV 1463745 · Oct 23, 2020 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.