KA CREDIT ADVISORS II, LLC

RIASEC RegisteredEst. 2021
Total AUM
$395M
Discretionary
$395M
100% of AUM
Avg account
$395M
Accounts
1
Employees
64
Advisory reps
6

Firm details

Headquarters
HOUSTON, Texas
CRD number
311657
Registered since
January 12, 2021
Fee structure
Percentage of AUM
Client types
  • Business Development Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

KA Credit Advisors II, LLC is a limited liability company that registered with the SEC in 2021 and operates as an institutional adviser. The firm’s stated advisory activity is portfolio management for investment companies, and its fee model is a percentage-of-AUM arrangement. Regulatory details flag the organization as a domestic entity and classify it as unclassified for FINTRX purposes. The firm is not identified as an active ESG investor and is neither a multi-state adviser nor a pension consultant. Filings and affiliations show the firm wears multiple industry hats: connections to a broker‑dealer, other investment adviser roles, CPO/CTA activity, and duties as sponsor, general partner or managing member of pooled investment vehicles. The company name — KA Credit Advisors II — implies a credit-oriented strategy, and the regulatory descriptions align with providing portfolio management to pooled or fund structures rather than a broad retail advisory platform.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 5
  • JAMES BAKER

    President, Chief Executive OfficerCRD 2930819

  • PAUL BLANK

    President and COOCRD 4126840

  • MICHAEL O'NEIL

    Chief Compliance OfficerCRD 6043576

Unlock 2 more executives

Contacts

1 of 1
  • Matthew Barbabella

    General CounselCRD 7521288

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

HOUSTON, TX

HARRIS

Location

HOUSTON, TX

Headquartered in HOUSTON, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area
Houston-The Woodlands, TX
Region
South
County
HARRIS
Address
717 Texas St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth