Kayne Anderson Capital Advisors Lp
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Overview
Kayne Anderson Capital Advisors Lp operates as a financial advisor company located in Houston, Texas. The firm has $29.9 billion in assets over 129 accounts, placing it among the biggest firms in the country by assets under management (AUM). The firm has a large group, including 131 financial advisors. Kayne Anderson Capital Advisors Lp is not a registered broker-dealer, meaning the advisor cannot buy and sell securities for its accounts and those of its clients and instead is required to go through a broker-dealer firm to do so. Securities are defined as exchangable fiscal assets such as bonds, options and equities.
Kayne Anderson Capital Advisors Lp manages all of its client assets on a discretionary basis. Discretionary management signifies that a portfolio manager has the discretion to make buy and sell decisions for the client's account without requiring client approval. The firm's average account size is $231.6 million. The average financial advisor at Kayne Anderson Capital Advisors Lp manages fewer than one client account, making it one of the most individualized firms in the country.
The firm's headquarters is at 811 Main Street, Houston, Texas 77002. The firm is permitted to provide services to clients across a few states, including California, Connecticut, Florida, Georgia, Illinois, New York, Texas and Washington.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Kayne Anderson Capital Advisors Lp by the Numbers
$29.9 billion
300
129
$231.6 million
Products and Services
Kayne Anderson Capital Advisors Lp provides multiple financial services, which can include financial planning services, portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. In the past fiscal year, the firm provided financial planning services to 1-10 of its accounts. Kayne Anderson Capital Advisors Lp does not sell products or offer services other than investment advisory services to its investment advisory clients. It is also affiliated with a number of other companies in the financial services industry, including with a broker-dealer or securities dealer and commodity pool advisor.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
A financial advisor's fees typically vary depending on the type of services offered. Fees charged by Kayne Anderson Capital Advisors Lp likely consist of the following fee structures: asset-based, fixed or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by Kayne Anderson Capital Advisors Lp.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 26% of firms
Performance-based
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Offered by 32% of firms
Fixed
Unavailable
Types of Clients
The company manages money for a number of different clients. The company works with high net worth investors, investment companies, pooled investment vehicles, pension plans, charitable organizations, state or municipal government entities, other investment advisers, insurance companies, corporations and other. Out of its 129 clients, Kayne Anderson Capital Advisors Lp's largest client group is pooled investment vehicles, although it also serves one high-net-worth individuals. The SEC defines a high-net-worth individual as someone who has at least $750,000 in AUM or a net worth of at least $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). About 12% of the company's accounts are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 0.78%
- Other Individuals - 0%
- Corporations - 98.44%
- Charitable Organizations - 0.78%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Kayne Anderson Capital Advisors Lp does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Kayne Anderson Capital Advisors Lp
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
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