# Blue Kayak Partners

> Blue Kayak Partners is a state-registered investment advisory firm in Franklin, TN, registered since 2008, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 19, 2026.

- CRD: 148258
- Filed as: BLUE KAYAK PARTNERS
- Legal name: Blue Kayak Partners, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Franklin, TN
- Filing period: October 2026
- Form ADV filing dated: March 19, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/148258
- AdvisorCensus page: https://advisorcensus.com/firm/blue-kayak-partners-franklin-tn-148258

## Quick answers

**How is Blue Kayak Partners compensated?**
On its Form ADV (Item 5.E, October 2026), Blue Kayak Partners reports these compensation arrangements: a percentage of assets under its management; other.

**Where is Blue Kayak Partners located?**
Blue Kayak Partners' principal office is in Franklin, TN, according to its Form ADV.

**Is Blue Kayak Partners registered with the SEC or a state?**
Blue Kayak Partners is a state-registered investment advisory firm, registered since 2008. Status as filed: APPROVED. CRD 148258.

**How much does Blue Kayak Partners manage?**
Blue Kayak Partners reports $24,924,500 in regulatory assets under management in its Form ADV filing dated March 19, 2026 (100% discretionary).

**What types of clients does Blue Kayak Partners serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (6); individuals (other than high net worth individuals) (1); charitable organizations (1).

**Does Blue Kayak Partners report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/148258

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Other

### Regulatory assets under management (Item 5.F)
- Total: $24,924,500
- Discretionary: $24,924,500
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1 | $113,100 |
| High net worth individuals | 6 | $10,403,400 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 1 | $14,408,000 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Other

### Firm details
- Registered since: 2008 (18 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- bluekayakpartners.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Blue Kayak Partners (CRD 148258): Form ADV filing data as of October 2026.