James
Baker

Kayne Anderson Capital Advisors Lp

CRD#2930819
Investment Advisor
in Houston, TX

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About this Advisor

James Baker is a financial advisor based in Houston, Texas, working with Kayne Anderson Capital Advisors Lp. James has previously held positions at Kayne Anderson Capital Advisors, Lp, Ka Credit Advisors Ii, LLC, Kayne Anderson Fund Advisors, LLC, and Ka Credit Advisors, LLC. James has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in California and Texas. Currently, James is part of Kayne Anderson Capital Advisors Lp, which operates out of Houston, Texas. The firm has 6 offices and 301 employees. The firm manages assets totaling $31.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The fee structure at Kayne Anderson Capital Advisors Lp includes asset-based, fixed, and performance-based fees.

Certifications and Registrations

Series 63, Series 66

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

717 Texas Avenue 22Nd Floor
Houston, TX 77002

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Kayne Anderson Capital Advisors Lp Brokerage Details

Total Assets Under Management

$31,722,176,000

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

301

TX Average: 49
Total Number of Accounts

122

TX Average: 2,315
Average Account Size

$260,017,836

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

James Baker Work History

2020 - Present (4 years)

Ka Credit Advisors Ii, LLC

2020 - Present (4 years)

Ka Credit Advisors, LLC

2019 - Present (5 years)

Kayne Anderson Fund Advisors, LLC

2004 - Present (20 years)

Kayne Anderson Capital Advisors, Lp

Disclosures

Please visit the SEC profile of James Baker 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

Ara Ghazarian
Houston, TX
James Baker
Houston, TX
Stephen Smith
Houston, TX
John Frey
Houston, TX
Daniel Weingeist
Houston, TX
Richard Kayne
Houston, TX

The content in this profile was updated by SmartAsset on 6/19/2024. 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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