KA CREDIT ADVISORS, LLC

RIASEC RegisteredEst. 2020
Total AUM
$2.3B
Discretionary
$2.3B
100% of AUM
Avg account
$2.3B
Accounts
1
Employees
64
Advisory reps
6

Firm details

Headquarters
HOUSTON, Texas
CRD number
306753
Registered since
October 6, 2020
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Business Development Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

KA Credit Advisors, LLC is a credit-focused investment adviser that provides portfolio management services to investment company clients. The firm’s activity centers on managing credit strategies for institutional investors rather than retail households. Its fee arrangement combines a percentage-of-AUM charge with performance-based fees, reflecting a manager that aims to capture both asset-based and incentive revenue from delivered returns. Regulatory and affiliation signals show the firm plays multiple roles beyond pure advisory work: it acts as a sponsor and general partner or managing member of pooled investment vehicles, and is affiliated with broker-dealer and commodity pool/CTA activity. Those relationships indicate a business model built around packaged credit funds and pooled structures rather than individually managed retail accounts. KA Credit Advisors is not classified as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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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

  • MICHAEL O'NEIL

    Chief Compliance OfficerCRD 6043576

  • PAUL STAPLETON

    CFOCRD 4848451

Unlock 2 more executives

Contacts

1 of 1
  • Matthew Barbabella

    General CounselCRD 7521288

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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