Capitala Investment Advisors is a fund manager in Charlotte with $346.59 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
SEC advisor number
801-77467
FINRA CRD number
166301
AUM ?
$346.59 mm
(as of 23 Mar 21)
Accounts
2
(as of 23 Mar 21)
Employees
22
(21 investment advisory or research)
Address
Capitala Investment Advisors
4201 CONGRESS STREET
SUITE 360
CHARLOTTE
NC 28209
4201 CONGRESS STREET
SUITE 360
CHARLOTTE
NC 28209
Office hours
Monday - Friday, 9:00 AM - 5:00 PM
Phone
704-376-5502
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Alala, Joseph, Basil | Elected Manager/president/ceo | 10/1999 | < 5% |
Broyhill, Markham, Hunt | Partner | 10/1999 | < 5% |
Broyhill, Markham, Hunt | Manager | 12/2013 | |
Capitala Trust | Owner | 12/2013 | > 75% |
Atlas Capitala Investments, LLC | Member | 12/2013 | > 75% |
Mitsui & Co. (U.s.a.), Inc. | Member | 10/2019 | 10-25% |
MBK USA Holdings, Inc. | Owner | 04/2016 | > 75% |
Mitsui & Co. LTD. | Owner | 04/2016 | > 75% |
Koonts, Kevin, Andrew | Chief Compliance Officer | 10/2019 | < 5% |
Arnall, Steve | Chief Operating Officer | 10/2019 | < 5% |
Ownership
Fund structure | AUM | Fund type |
---|---|---|
Capitala Investment Advisors, LLC | $346.59 mm | |
Capitalsouth Partners Fund III, L.P. | $18.59 mm | Private Equity Fund |
Latest filings (excl ownership)
Latest ownership filings
No filings