RIA IntelAdvisersTennesseeBLUE KAYAK PARTNERS, LLC

BLUE KAYAK PARTNERS, LLC

Advisory

TN

Data as of Mar 19, 2026 · Source: SEC Form ADV

Average account
$1M
across 17 accounts
AUM per adviser
$25M
1 advisers

Source: SEC Form ADV. Figures as filed Mar 19, 2026.

Total AUM
$25M
1-Year AUM Growth
3-Year CAGR
Employees
1
Assets Under Management
Total AUM$25M
Discretionary AUM$25M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients8
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InTN, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in TN

Closest by assets under management. All figures from Form ADV.

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DIRIGO PRIVATE WEALTH, LLC
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PROQUEST MANAGEMENT, LLC
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BARRIER INVESTMENTS, LLC
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$26M
0.0% 1Y
KENNEDY WEALTH MANAGEMENT, LLC
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$24M

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