CAPITALA PRIVATE ADVISORS, LLC

other names
  • CAPITALA PRIVATE ADVISORS, LLC
  • CAPITALA GROUP
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Adviser Profile
As of Date 03/27/2026
ADV Location CHARLOTTE, NC, United States
Adviser Type - Large advisory firm
Number of Employees 16 -6%
of those in investment advisory functions 14 -7%
Registration SEC, Approved, 06/16/2016
AUM* 505,135,000 6%
of that, discretionary 448,183,000 8%
Private Fund GAV* 448,183,000 4%
Avg Account Size 42,094,583 -20%
SMA’s Yes
Private Funds 4
Contact Info 704 xxxxxxx
Websites

Client Types

- Pooled investment vehicles
- Other

Advisory Activities

- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

350M 300M 250M 200M 150M 100M 50M
2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count4 GAV$448,183,000

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