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Paul Francis Stapleton

KAYNE ANDERSON CAPITAL ADVISORS LP·HOUSTON, Texas
Unclaimed Profile
717 TEXAS AVENUE, HOUSTON, TX 77002CRD# 4848451Firm CRD# 104536
01

About

Paul Francis Stapleton is a registered financial advisor based in HOUSTON, Texas, affiliated with KAYNE ANDERSON CAPITAL ADVISORS LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Institutional Investors
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
KAYNE ANDERSON CAPITAL ADVISORS LP
KAYNE ANDERSON CAPITAL ADVISORS LP
AUM
$31.7B
Regulatory assets under management
Employees
301
Total firm employees
View all advisors at KAYNE ANDERSON CAPITAL ADVISORS LP →
Services
Financial planning
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 4848451
Firm CRD# 104536
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Paul Francis Stapleton offer?
Paul Francis Stapleton specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in HOUSTON, Texas for a consultation.
What are Paul Francis Stapleton's credentials?
Paul Francis Stapleton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Paul Francis Stapleton located?
Paul Francis Stapleton is based in HOUSTON, Texas, working with KAYNE ANDERSON CAPITAL ADVISORS LP. Their office serves clients in the HOUSTON metropolitan area and surrounding communities.
How does Paul Francis Stapleton charge for services?
Paul Francis Stapleton's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KAYNE ANDERSON CAPITAL ADVISORS LP?
KAYNE ANDERSON CAPITAL ADVISORS LP has approximately 301 employees and manages $31.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Texas
DALLAS (2230)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)PLANO (172)
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DALLAS GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH GuidePLANO Guide
Research
Advisor Fees in TexasNational Fee Analysis
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