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Multi-Family OfficeRIA · CRD 283460State-Registered Investment Adviser

Updated:

Kendall James Advisors

KENDALL JAMES ADVISORS is a state-registered investment adviser with $24 million in regulatory assets under management. The firm has 2 employees and 1...

Overview

KENDALL JAMES ADVISORS is a state-registered investment adviser with $24 million in regulatory assets under management. The firm has 2 employees and 1 investment adviser. It operates with a small team.

General information

Firm type

Multi Family Office

Location

Region

North America

Country

United States

City

Dallas

Corporate office

Dallas, TX, United States

Sector focus

Private CreditReal EstateInfrastructure

Frequently asked questions

What investment stages does Kendall James Advisors typically target?

The firm focuses on direct investments and co-investments in private credit, real estate, and infrastructure. It does not publicly specify stage preferences (e.g., growth equity, buyout, or distressed).

Does Kendall James Advisors participate in fund commitments or only direct deals?

The firm emphasizes direct deals and co-investments rather than fund commitments. It does not manage a commingled fund vehicle, per its public profile.

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