ITEM 5: ADDITIONAL COMPENSATION ............................................................................................................................................... 17
ITEM 6: SUPERVISION ........................................................................................................................................................................ 17
ITEM 7: REQUIREMENTS FOR STATE-REGISTERED ADVISERS ......................................................................................................... 17
ITEM 1: COVER PAGE – BROCHURE SUPPLEMENT – FORM ADV 2B ............................................................................................... 18
ITEM 2: EDUCATIONAL BACKGROUND AND BUSINESS EXPERIENCE ............................................................................................... 19
ITEM 3: DISCIPLINARY INFORMATION ............................................................................................................................................... 19
ITEM 5: ADDITIONAL COMPENSATION ............................................................................................................................................... 19
ITEM 6: SUPERVISION ........................................................................................................................................................................ 19
ITEM 7: REQUIREMENTS FOR STATE-REGISTERED ADVISERS ......................................................................................................... 19
ITEM 1: COVER PAGE – BROCHURE SUPPLEMENT – FORM ADV 2B ............................................................................................... 20
ITEM 2: EDUCATIONAL BACKGROUND AND BUSINESS EXPERIENCE ............................................................................................... 21
ITEM 3: DISCIPLINARY INFORMATION ............................................................................................................................................... 22
ITEM 5: ADDITIONAL COMPENSATION ............................................................................................................................................... 22
ITEM 6: SUPERVISION ........................................................................................................................................................................ 22
ITEM 7: REQUIREMENTS FOR STATE-REGISTERED ADVISERS ......................................................................................................... 22
Important Information
Throughout this document Clear Sky Financial, LP shall also be referred to as the “CSF”, “firm,” “our,” “we” or “us.”
CLEAR SKY FINANCIAL, LP | Form ADV 2A | v. March 2023 Page| 4
BUSINESS AND OWNER
Clear Sky Financial, LP was founded in 2018 and is in Prosper, Texas. The firm’s general partner is Clear Sky Financial,
LLC whose members are Andrew L. Hickey, John W. Paulson, and Randy L. Smith.
ADVISORY SERVICES OFFERED
Investment Management
Clients authorize CSF to purchase and sell securities on a discretionary basis pursuant to an investment objective
chosen by the client. This authority is set out in an investment advisory agreement between CSF and the client. CSF
obtains the necessary financial data from the client, assists the client in determining the suitability of the advisory
services and assists
the client in setting the appropriate investment objective. The firm provides ongoing investment
advice and management that is tailored to the individual needs of the client. Depending on the specific engagement,
the types of securities that CSF may purchase and sell include, but are not limited to, interests in mutual funds, closed-
end funds, leveraged, inverse and other exchange-traded funds (ETFs) and exchange-trades notes (ETNs), interests
in real estate investment trusts (REITs), common or preferred stock, master limited partnership interests (MLPs),
business development companies (BDCs), convertible stocks or bonds, options, warrants, rights, certificates of deposit,
variable annuities, corporate bonds, municipal bonds, government bonds, notes and bills. CSF may also engage,
contract, and hire third-party investment advisers for the account.
Financial Planning and Consulting
CSF provides personal financial planning tailored to the individual needs of the client. These services may include,
as selected by the client on the financial planning agreement: information and recommendations regarding client
goals and objectives; net worth statement; cash flow analysis; tax planning; education planning; risk management
review; financial independence analysis; retirement plan strategies; estate planning; investment planning; and
business planning. The services consider information collected from the client such as financial circumstances, tax
status, suitability, and investment objectives, among other data. CSF delivers to the client a written or digital financial
plan. The engagement terminates upon delivery of the financial plan unless the client has selected periodic strategy
sessions with plan implementation or financial planning renewal services.
CSF provides consulting services on an hourly basis. These services are selected by the client in the Financial Planning
Agreement. CSF may or may not deliver to the client a written analysis or report as part of the consulting services. CSF
tailors the hourly consulting services to the individual needs of the client based on the objective chosen by the client.
The engagement terminates upon final consultation with the client.
For Financial Planning and Consulting, CSF makes recommendations as to general types of investment products or
securities that may be appropriate for client to consider and may also provide recommendations regarding specific
investments or securities.
CLIENT NEEDS AND RESTRICTIONS
When providing our services, we tailor our approach to each client’s financial circumstances, tax status, suitability, and
investment objectives, as set forth in the appropriate client agreement. CSF allows clients to impose reasonable
restrictions on the management of the account. Reasonable restrictions, including special instructions and limitations,
regarding the investment management must be provided in writing and must be security specific.
It is each client’s responsibility to promptly notify CSF if there is any change in financial circumstances, tax status,
suitability, or investment objectives or if they wish to impose reasonable restrictions upon CSF’s services.
WRAP FEE PROGRAMS
Not applicable.
CLEAR SKY FINANCIAL, LP | Form ADV 2A | v. March 2023 Page| 5
ASSETS UNDER MANAGEMENT
As of December 31, 2022, the firm has $98,356,227 in discretionary assets under management.