Kayne Anderson Capital Advisors, L.P.

RIASEC Registered
Total AUM
$14.3B
Discretionary
$14.3B
100% of AUM
Avg account
$174M
Accounts
82
Employees
310
Advisory reps
12

Firm details

Headquarters
Houston, Texas
CRD number
104536
Registered since
August 15, 1994
Custodians
THE BANK OF NEW YORK MELLON, STATE STREET BANK AND TRUST COMPANY
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles90.59%
  • Other6.36%
  • Insurance Companies5.73%
  • State / Municipal Government1.64%
  • Investment Companies1%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Kayne Anderson Capital Advisors, L.P. is a domestic investment manager serving individual and family clients as well as institutions. It is registered with the SEC, with a registration year of 1994. Its advisory work includes managing investment companies, pooled investment vehicles, and portfolios for businesses and other institutions. The firm also conducts CPO or CTA business and charges percentage-of-assets, fixed, and performance-based fees. It is identified as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Other 69%, Exchange Traded Equities 27%, Non-Investment Grade Corp Bonds 1%, Derivatives 1%, Cash & Cash Equivalents 1%69%
  • Other69%
  • Exchange Traded Equities27%
  • Non-Investment Grade Corp Bonds1%
  • Derivatives1%
  • Cash & Cash Equivalents1%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 1

Active vs passive

$2.5M in ETFs

Passive

0%

$0

Active

0%

$2.5M

ETFProviderStyleCategoryValueShares% of portfolio
SIMPLIFY KAYNE ANDERSON ENERGY AND INFRASTRUCTURE CREDIT ETF (KNRG)$2.5M99,553100.00%

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth