Kitching Partners, LLC

Kitching Partners advises individuals, high-net-worth families, trusts, charitable organizations, and corporations, and provides fee-only investment management alongside family enterprise services such as family governance, estate planning, philanthropic advising, and strategic business consulting. The brochure notes the firm is a registered investment adviser offering primarily discretionary portfolio management and reports $645,931,853 in assets under management as of December 31, 2025.

The firm constructs portfolios using asset-allocation frameworks informed by optimization techniques, combining fundamental research with quantitative methods and a mix of active and passive strategies; investment models may include alternatives such as hedge funds, private credit, derivatives, REITs, and MLPs where appropriate. Kitching Partners emphasizes tax and fee considerations, may consolidate multiple household accounts into a single overall portfolio for efficiency, and involves multiple generations in planning when appropriate.

Compared with many peers, Kitching Partners discloses a notable non-U.S. client presence and discusses international- and currency-related risks in its brochure, which suggests greater emphasis on cross-border considerations than is typical for team firms. The firm also notes the use of hypothetical performance in its materials (a relatively uncommon practice among similar advisers) and discloses occasional trustee roles and participation by supervised persons in private investment deals, with stated procedures to address related conflicts.