|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Advantage Capital Investment Adviser LLC
✚
|
|
|---|---|
| CRD # | 171365 |
| SEC # | 801-80355 |
| CIK # | 0001055567 |
| AUM | $789.9 M (2025-05-22) |
| Employees | 215 (44% Investors, 0% Brokers) |
| Phone | 504-522-4850 |
| Address | 909 Poydras Street New Orleans, LA 70112-4003 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | Advantage Capital FED LIHTC Fund 1B LLC | 2025-03-31 | 2.1 | |
| PE | Advantage Capital Solar Partners X LLC | 2025-03-31 | 0.0 | |
| PE | Advantage Captial Solar Partners IX LLC | 2025-03-31 | 0.0 | |
| PE | Advantage Capital Solar Partners VIII LLC | 2024-03-29 | 131.5 | |
| PE | Advantage Capital Solar Partners VII LLC | 2023-03-31 | 101.4 | |
| PE | Advantage Capital Solar Partners VI LLC | 2023-03-31 | 25.9 | |
| PE | Empower the Change Fund LP | 2023-03-31 | 50.4 | |
| PE | Advantage Capital Solar Partners IV LLC | 2022-03-30 | 16.5 | |
| PE | Advantage Capital Solar Partners V LLC | [2022-03-30] | 16.7 | |
| PE | Advantage Capital Solar Partners III LLC | [2020-03-30] | 60.3 | 17.2 |
| PE | Advantage Capital Solar Partners II LLC | [2019-03-29] | 32.5 | 1.3 |
| PE | Advantage Capital Solar Partners I LLC | [2018-03-28] | 40.1 | 0.3 |
| PE | Advantage Capital Agribusiness Partners LP | [2014-09-11] | 154.5 | 36.7 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 13 | 789.9 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 13 | 789.9 |
| By Discretionary | ||
| Discretionary | 12 | 784.9 |
| Non-Discretionary | 1 | 5.0 |
| Total | 13 | 789.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 789.9 | |
| Total | 13 | 789.9 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 | |
|---|---|---|---|---|
| Mark Feldman | 175 | |||
| Michael Johnson | 100 | |||
| William Hodges | 27 | |||
| Christina Burroughs | 7 | |||
| Bradley Lemon | 7 | |||
| Maureen Rzeppa | 7 | |||
| MRA Associates USA LLC | 6 | |||
| Kenneth Garrett | 6 | |||
| Nathan Erickson | 5 | |||
| MRA GP LLC | 5 | |||
| View All | ||||
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Crossplane Capital Management LP
✚
|
TX | 0.8 |
|
Princeton Fund Advisors LLC
✚
|
CO | 0.8 |
|
ICV Partners LLC
✚
|
FL | 0.8 |
|
Longuevue Management Company LLC
✚
|
LA | 0.8 |
|
Carbon Direct Capital Management LLC
✚
|
NY | 0.8 |
|
River Cities Management Inc FKA Mayfield & Robinson Inc
✚
|
OH | 0.8 |
|
River Associates Investments LP
✚
|
TN | 0.8 |
|
Cyprium Investment Partners LLC
✚
|
OH | 0.8 |
|
Christopher & Co LLC
✚
|
TX | 0.8 |
|
Equilibrium Capital Investment Management LLC
✚
|
OR | 0.8 |