Blue Kayak Partners
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$24,924,500
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
7
86% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
7
Average account size
$3,560,643
About
Blue Kayak Partners provides investment supervisory (asset management) services and consulting to high‑net‑worth individuals, families, foundations, and institutional clients. The firm offers discretionary portfolio management, prepares written investment policy statements, and supplies model portfolios and non‑discretionary allocation research for institutions.
The firm’s investment process combines quantitative models, third‑party research and informed judgment within an asset‑allocation framework informed by behavioral finance, with the stated goal of managing market risk and removing emotion from investment decisions rather than engaging in short‑term market timing. Portfolios primarily use mutual funds, exchange‑traded funds and individual equities, and may employ option strategies for hedging when appropriate.
Distinctively for a small independent adviser, Blue Kayak explicitly lists foundations and charitable organizations among its clients and provides bespoke institutional consulting, a client mix that is less common among peers. The firm emphasizes an IPS‑driven, model‑based approach, notes the principal’s CFA and MBA credentials, and manages roughly $24.9 million across a limited number of client relationships.
Client services
Portfolio management
Consulting
Expertise
Active portfolio management
Options & derivatives strategies
Fee options
Consulting fees based on a fixed negotiated fee
1.00% annually
Account minimum: $1,000,000
Main office location
Blue Kayak Partners
Franklin TN, United States
Number of offices
2
Most active in
Blue Kayak Partners has reported serving >5 clients in these states in the last 12 months.
Tennessee · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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