Capitala Investment Advisors LLC

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Assets, Funds, Holdings

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Capitala Investment Advisors LLC
CRD #166301
SEC #801-77467
CIK #0001591865, 0001672003
AUM
Employees 22 (95% Investors, 0% Brokers)
Phone704-376-5502
Address4201 Congress Street
Charlotte, NC 28209
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram]
Total AUM ($M)
70056042028014002010201420192024
Type Form D Funds Date Sold ($M) AUM ($M)
Other Capitalsouth SBIC Fund IV LP [2012-12-07] 54.2 5.2
PE Capitalsouth Partners Fund III LP [2012-02-16] 96.3 22.8
AUM Breakdown Accounts AUM ($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 1 328.0
(f) Pooled investment vehicles 1 18.6
(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 2 346.6
By Discretionary
Discretionary 2 346.6
Non-Discretionary 0 0.0
Total 2 346.6
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 346.6
Total 2 346.6
EDGAR Form CIK 2011 - 2025
D [0001591865]
D [0001672003]
Related Firms State AUM ($B)
Capitala Private Advisors LLC
NC 0.5
Capitala Investment Advisors LLC
NC 0.0
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