Capitala Private Advisors is a fund manager in Charlotte with $460.74 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
811406626
SEC advisor number
801-107897
FINRA CRD number
283527
AUM ?
$460.74 mm
(as of 18 Apr 23)
Accounts
6
(as of 18 Apr 23)
Employees
18
(16 investment advisory or research)
Address
Capitala Private 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 |
---|---|---|---|
Capitala Investment Advisors, LLC | Member | 02/2016 | > 75% |
Alala, Joseph, Basil | CEO | 04/2016 | < 5% |
Atlas Capitala Investments, LLC | Member | 12/2013 | > 75% |
Capitala Trust | Owner | 12/2013 | > 75% |
Broyhill, Markham, Hunt | Manager | 12/2013 | |
Broyhill, Markham, Hunt | Partner | 04/2016 | < 5% |
Koonts, Kevin | Chief Financial Officer | 07/2021 | < 5% |
Arnall, Steve | President & Chief Operating Officer | 10/2019 | < 5% |
Koonts, Kevin | CCO | 03/2023 | < 5% |
Ownership
Fund structure | AUM | Fund type |
---|---|---|
Capitala Private Advisors, LLC | $460.74 mm | |
Capitala Private Credit Fund V, L.P. | $18.81 mm | Private Equity Fund |
Capitala Sbic Fund VI, L.P. | $120.41 mm | Private Equity Fund |
Capitalsouth Partners Fund III, L.P. | $20.70 mm | Private Equity Fund |
Capitalsouth Sbic Fund IV, L.P. | $189.73 mm | Private Equity Fund |
Latest filings (excl ownership)
Latest ownership filings
No filings