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Advantage Capital Investment Adviser, LLC

● SEC registered since 2014CRD 171365SEC# 801-80355New Orleans, LA
Export (members)
Ranks #2,974 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$789.9M
Fund GAV
$400.1M
Private funds
13
Employees
215
Accounts
13
Location
New Orleans, LA

Advantage Capital Investment Adviser, LLC assets under management

Advantage Capital Investment Adviser, LLC is an investment advisory firm registered with the SEC based in New Orleans, LA. The firm has been registered since 2014. It reports $789.9 million in regulatory assets under management and employs 215 people. Advantage Capital Investment Adviser, LLC manages 13 private funds with combined gross assets of $400.1 million, including Advantage Capital Solar Partners VIII, LLC. By regulatory assets, it ranks 2,974 of 5,911 private fund managers.

Advantage Capital Investment Adviser, LLC private funds

13 funds · $400.1M GAV
FundTypeGross assetsMin.
Advantage Capital Solar Partners VIII, LLCPrivate Equity$131.5M
Advantage Capital Solar Partners VII, LLCPrivate Equity$101.4M
Empower the Change Fund, LPPrivate Equity$50.4M
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Advantage Capital Investment Adviser, LLC owners & executives

64 reported
NameTitleOwnershipSince
Ac Fed Lihtc Manager 1b, LLC ControlManaging Member Of Advantage Captial Fed Lihtc Fund 1b, LlcUnder 5%2024
Advantage Capital Employee Stock Ownership Plan and Trust ControlDirect Owner Of 100% Of The Outstanding Stock Of Advantage Capital Management CorporationOver 75%2009
Advantage Capital Etcf GP, LLC ControlGeneral Partner Of Empower The Change Fund, LpUnder 5%2021
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Frequently asked questions

How much does Advantage Capital Investment Adviser, LLC manage?

Advantage Capital Investment Adviser, LLC reports $789.9 million in regulatory assets under management on its Form ADV.

How many private funds does Advantage Capital Investment Adviser, LLC manage?

Advantage Capital Investment Adviser, LLC manages 13 private funds with combined gross assets of $400.1 million.

How many employees does Advantage Capital Investment Adviser, LLC have?

Advantage Capital Investment Adviser, LLC reports 215 employees.

Where is Advantage Capital Investment Adviser, LLC located?

Advantage Capital Investment Adviser, LLC is based in New Orleans, LA and has been SEC-registered since 2014.

Does Advantage Capital Investment Adviser, LLC disclose fund performance?

Advantage Capital Investment Adviser, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address909 Poydras Street, Suite 2230, New Orleans, LA 70112-4003
Phone504-522-4850
Fax504-522-4950
Office hours9:00-5:00
SEC regionMiami Regional Office (MIRO)
CIK1055567
Umbrella registrationYes
Discloses disciplinary historyNo

Assets under management

Discretionary$784.9M
Non-discretionary$5M
Total (RAUM)$789.9M

Service providers