KA CREDIT ADVISORS II, LLC
Firm details
- Headquarters
- HOUSTON, Texas
- CRD number
- 311657
- Registered since
- January 12, 2021
- Website
- kaynebdc.com
- Fee structure
- Percentage of AUM
- Client types
- Business Development Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 5JAMES BAKER
President, Chief Executive OfficerCRD 2930819
PAUL BLANK
President and COOCRD 4126840
MICHAEL O'NEIL
Chief Compliance OfficerCRD 6043576
Contacts
1 of 1Matthew Barbabella
General CounselCRD 7521288
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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