Blue Kayak Partners
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$10,516,500
Clients
7
Advisors
1
of 1 employees
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
Expertise
Fee options
Consulting fees based on a fixed negotiated fee
1.00% annually
Account minimum: $1,000,000
Main office
Franklin TN
Advisors at this office
1
Most active in
Tennessee · Texas
Also doing business as
Blue Kayak Partners · Blue Kayak Partners, LLC · Symmetria Capital · Symmetria Capital, LLC
Disclosures
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Business activities & affiliations
Is not active or affiliated with:
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Broker-dealer / trader
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Bank
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Trust company
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Fund sponsor
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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.
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