Blue Kayak Partners offers investment management services to high net worth individuals, families, and foundations. Blue Kayak's investment approach combines quantitative analysis and informed judgment to seek superior returns. Blue Kayak also provides consulting services to institutions, offering model portfolios and asset allocation research, but does not manage these assets directly.
Assets Under Management$22M
Clients8
Advisors1
Avg. per Client$2.7M
Avg. per Advisor$22M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees and account minimums may be negotiable based on portfolio size and pre-existing relationships.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...