Multi-Family OfficeRIA · CRD 283460SEC-Registered

Updated:

Kendall James Advisors

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

Kendall James Advisors

KENDALL JAMES ADVISORS is an SEC-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

Who runs investment decisions at Kendall James Advisors?

The firm has not publicly identified its leadership or investment team. Public records do not name specific principals or their backgrounds. Investors seeking more detail would need to contact the firm directly.

How does Kendall James Advisors source proprietary deal flow?

The firm positions itself as a direct investor emphasizing proprietary sourcing through its network of family office and institutional relationships. It does not publicly detail specific sourcing mechanisms or partnerships.

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).

Is Kendall James Advisors structured as a single family office or multi-family office?

Public filings and its own materials indicate it operates as a multi-family office, serving a small group of families. The exact number of families and the structure of fee arrangements are not disclosed.

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.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

Need institutional-grade insight on family offices?

Altss delivers:

Principals with verified direct contactsAllocation history by asset classOSINT-derived deal signals
Book a demo

Prefer a guided tour?

We’ll walk you through:

Interactive funding timelinesCustom mandate & allocation filters
Book a demo

Browse by category

More Dallas Multi Family Office profiles