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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

BIG SKY ASSET MANAGEMENT LLC

CRD 124813

SAN RAMON, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:9f151e99-e794-0483-90f0-636d582c373a

Data as of Oct 23, 2020 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:18 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Feb 24, 2012 to Oct 23, 2020
15 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $139MItem 5.F on the latest filing (2020-10-23); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $940,800
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 1
Advisory employees: 1
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 3
SEC number: 801-61915
CRD: 124813
Filings on the tape: 15
First filed: Feb 24, 2012
Latest filed: Oct 23, 2020
Organised: Limited Liability Company, California

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
SHIELL, DAVID, WILLIAM	PRESIDENT/CHIEF COMPLIANCE OFFICER	E	yes	01/2003	Feb 24, 2012	Oct 23, 2020

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
INTERSECT CAPITAL LLC	n/a	Former SEC adviser	$1.3B	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2019	Feb 25, 2020	$139M	$940,800	1	1	0	n/a	n/a
2018	Feb 14, 2019	$99.4M	$936,000	1	1	0	n/a	n/a
2017	Mar 14, 2018	$97.5M	$5.6M	1	1	0	n/a	n/a
2016	Feb 24, 2017	$74.3M	$3.2M	1	1	n/a	n/a	n/a
2015	Mar 2, 2016	$61.3M	$2.2M	1	1	n/a	n/a	n/a
2014	Mar 11, 2015	$55.2M	$7.0M	1	1	n/a	n/a	n/a
2013	Feb 11, 2014	$50.6M	$6.7M	1	1	n/a	n/a	n/a
2012	Feb 19, 2013	$39.8M	$2.7M	1	1	n/a	n/a	n/a
2011	Feb 24, 2012	$36.4M	$4.9M	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2019	$139M	$99.4M	40.0%	$74.3M	23.3%	1	1	0	0

Relationships

Affiliated with (2)

← INTERSECT CAPITAL LLCRegistered adviserother investment adviser, common control
factForm ADV
→ INTERSECT CAPITAL LLCRegistered adviserother investment adviser, common control
factForm ADV

Controls (1)

← SHIELL, DAVID, WILLIAMOwnerPRESIDENT/CHIEF COMPLIANCE OFFICER, ownership code E, individual
Feb 24, 2012 to presentfactForm ADV

Registered with (1)

← DAVID WILLIAM SHIELLAdvisorregistration: previous registration
Oct 7, 2013 to Mar 24, 2021factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9f151e99-e794-0483-90f0-636d582c373a
First observed: Feb 24, 2012
Last observed: Oct 23, 2020 71 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

BIG SKY ASSET MANAGEMENT LLC

CRD 124813

SAN RAMON, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:9f151e99-e794-0483-90f0-636d582c373a

Data as of Oct 23, 2020 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:18 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

SHIELL, DAVID, WILLIAM

PRESIDENT/CHIEF COMPLIANCE OFFICER

yes

01/2003

Feb 24, 2012

Oct 23, 2020

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

INTERSECT CAPITAL LLC

n/a

Former SEC adviser

$1.3B

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2019

Feb 25, 2020

$139M

$940,800

n/a

2018

Feb 14, 2019

$99.4M

$936,000

n/a

2017

Mar 14, 2018

$97.5M

$5.6M

n/a

2016

Feb 24, 2017

$74.3M

$3.2M

n/a

2015

Mar 2, 2016

$61.3M

$2.2M

n/a

2014

Mar 11, 2015

$55.2M

$7.0M

n/a

2013

Feb 11, 2014

$50.6M

$6.7M

n/a

2012

Feb 19, 2013

$39.8M

$2.7M

n/a

2011

Feb 24, 2012

$36.4M

$4.9M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2019

$139M

$99.4M

40.0%

$74.3M

23.3%