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Capitala Private Advisors, LLC

● SEC registered since 2016CRD 283527SEC# 801-107897Charlotte, NC
Export (members)
Ranks #3,603 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$493.7M
Fund GAV
$431.9M
Private funds
4
Employees
17
Accounts
9
Location
Charlotte, NC

Capitala Private Advisors, LLC assets under management

Capitala Private Advisors, LLC is a registered investment adviser overseen by the SEC based in Charlotte, NC. The firm has been registered since 2016. It reports $493.7 million in regulatory assets under management and employs 17 people. Capitala Private Advisors, LLC manages 4 private funds with combined gross assets of $431.9 million, including Capitala Sbic Fund VI, L.P. By regulatory assets, it ranks 3,603 of 5,911 private fund managers.

Capitala Private Advisors, LLC private funds

4 funds · $431.9M GAV
FundTypeGross assetsMin.
Capitala Sbic Fund VI, L.P.Private Equity$260.2M$1M
Capitalsouth Sbic Fund IV, L.P.Private Equity$143.3M$1M
Capitalsouth Partners Fund III, L.P.Private Equity$18.7M$50K
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Capitala Private Advisors, LLC owners & executives

9 reported
NameTitleOwnershipSince
Capitala Investment Advisors, LLC ControlMemberOver 75%2016
Joseph Basil Alala ControlCeoUnder 5%2016
Kevin Koonts ControlChief Financial OfficerUnder 5%2021
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Frequently asked questions

How much does Capitala Private Advisors, LLC manage?

Capitala Private Advisors, LLC reports $493.7 million in regulatory assets under management on its Form ADV.

How many private funds does Capitala Private Advisors, LLC manage?

Capitala Private Advisors, LLC manages 4 private funds with combined gross assets of $431.9 million.

How many employees does Capitala Private Advisors, LLC have?

Capitala Private Advisors, LLC reports 17 employees.

Where is Capitala Private Advisors, LLC located?

Capitala Private Advisors, LLC is based in Charlotte, NC and has been SEC-registered since 2016.

Does Capitala Private Advisors, LLC disclose fund performance?

Capitala Private Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4201 Congress Street Suite 360, Charlotte, NC 28209
Phone704-376-5502
Office hours9:00 a.m. - 5:00 p.m.
SEC regionAtlanta Regional Office (ARO)
CIK1672003
Umbrella registrationYes
Discloses disciplinary historyNo

Assets under management

Discretionary$431.9M
Non-discretionary$61.8M
Total (RAUM)$493.7M