Blue Kayak Partners

Overview

Blue Kayak Partners is a small, privately owned investment adviser organized as a limited liability company that focuses on portfolio management for individuals, small businesses and some institutional clients. The firm charges fees tied to assets under management and uses other fee arrangements as needed. Its investment activity centers on pooled public vehicles — primarily mutual funds — supplemented by allocations to third‑party alternative managers in real estate, commodities and oil & gas. Blue Kayak Partners does not position itself as an active ESG investor and currently operates within a single‑state registration footprint. Manager selection and use of external fund managers appear to be central to the firm’s approach: instead of building large direct stock portfolios, the adviser aggregates exposure through mutual funds and external alternative funds to deliver diversification and access to specialist strategies. Given the custodian relationship and the firm’s asset mix, the investment program looks oriented toward packaged solutions (core mutual funds, specialized external managers) rather than direct, concentrated equity positions.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices