Daniel
Weingeist

Kayne Anderson Capital Advisors Lp

CRD#1989684
Investment Advisor
in Houston, TX

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About this Advisor

Daniel Weingeist is a financial advisor based in Houston, Texas. Weingeist currently works for Kayne Anderson Capital Advisors Lp. Throughout their career, Weingeist has worked at Torch Energy Advisors and Kayne Anderson Capital Advisors L.P. Weingeist maintains a Series 65 license, qualifying them as an investment advisor representative, and is able to operate in Texas. Kayne Anderson Capital Advisors Lp is a registered investment firm that has its headquarters in Houston, TX. The firm has offices in six locations and a total of 300 employees. It manages $30 billion in assets under management across its 129 client accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm serves one charitable organizations. Of its 129 client accounts, just 1% are held by high-net-worth individuals who have at least $1 million in investable assets. Kayne Anderson Capital Advisors Lp provides a number of services, including financial planning services, portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Fees charged by financial advisors usually are based on which services are offered. Fees charged by Kayne Anderson Capital Advisors Lp may include some blend of asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 65

Years Registered*

less than 1 year

Services Offered

Financial planning services, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

811 Main Street 14Th Floor
Houston, TX 77002

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Kayne Anderson Capital Advisors Lp Brokerage Details

Total Assets Under Management

$29,871,782,000

TX Average: $3,042,739,679
Total Number of Employees

300

TX Average: 49
Total Number of Accounts

129

TX Average: 2,315
Average Account Size

$231,564,202

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Daniel Weingeist Work History

Daniel has been registered as a financial advisor for 0 years.*

1999 - Present (25 years)

Kayne Anderson Capital Advisors L.P

1994 - Present (30 years)

Torch Energy Advisors

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Daniel Weingeist to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Kayne Anderson Capital Advisors Lp

David Labonte
Houston, TX
Ara Ghazarian
Houston, TX
Jody Meraz
Houston, TX
Kevin Mccarthy
Houston, TX
James Baker
Houston, TX
Stephen Smith
Houston, TX
Charles Yates
Houston, TX
John Frey
Houston, TX

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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