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Dana Blair Baker

WHITE STAR CAPITAL, LP·DALLAS, Texas
Clean recordWHITE STAR CAPITAL, LP
200 CRESCENT COURT, SUITE 1450, DALLAS, TX 75201CRD# 1468835Firm CRD# 324329

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Dana Blair Baker · DALLAS, TX
Registration
CRD #1468835 · WHITE STAR CAPITAL, LP
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Dana Blair Baker is a registered financial advisor based in DALLAS, Texas, affiliated with WHITE STAR CAPITAL, LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
9823 CAPITAL, LP
9823 CAPITAL, LP
AUM
$118M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at 9823 CAPITAL, LP →
Services
Portfolio management (individuals)
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 1468835
Firm CRD# 324329
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Dana Blair Baker offer?
Dana Blair Baker specializes in Investment Management, Retirement Planning. Contact their office in DALLAS, Texas for a consultation.
What are Dana Blair Baker's credentials?
Dana Blair Baker is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Dana Blair Baker located?
Dana Blair Baker is based in DALLAS, Texas, working with WHITE STAR CAPITAL, LP. Their office serves clients in the DALLAS metropolitan area and surrounding communities.
How does Dana Blair Baker charge for services?
Dana Blair Baker's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WHITE STAR CAPITAL, LP?
WHITE STAR CAPITAL, LP has approximately 5 employees and manages $118M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WHITE STAR CAPITAL, LP

Nick Robert Roossien
DALLAS, TX

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Research
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