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| Happy Holidays!! thanks for using AUM13F!! |
| Capitala Private Advisors LLC
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| CRD # | 283527 |
| SEC # | 801-107897 |
| CIK # | 0001591865, 0001672003 |
| AUM | $493.6 M (2025-04-17) |
| Employees | 17 (88% Investors, 18% Brokers) |
| Phone | 704-376-5502 |
| Address | 4201 Congress Street Suite 360 Charlotte, NC 28209 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Instagram] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | Capitala SBIC Fund VI LP | [2021-05-14] | 173.6 | 260.1 |
| PE | Capitalsouth Partners Fund III LP | [2018-03-30] | 96.3 | 18.7 |
| PE | Capitala Private Credit Fund V LP | [2016-10-11] | 44.0 | 9.7 |
| PE | Capitalsouth SBIC Fund IV LP | [2016-03-30] | 54.2 | 143.3 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 4 | 431.9 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 5 | 61.8 |
| Total | 9 | 493.6 |
| By Discretionary | ||
| Discretionary | 4 | 431.9 |
| Non-Discretionary | 5 | 61.8 |
| Total | 9 | 493.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 59.0 | |
| United States Persons | 434.6 | |
| Total | 9 | 493.6 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 | |
|---|---|---|---|---|
| Joseph Alala III | 11 | |||
| Corporation Capitalsouth | 3 | |||
| John Turner | 49 | |||
| Markham Broyhill | 6 | |||
| David Reed | 5 | |||
| Kenneth Berryman | 5 | |||
| John McGlinn | 4 | |||
| John McGlinn III | 3 | |||
| Richard Wheelahan | 2 | |||
| Stephen Arnall | 2 | |||
| View All | ||||
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| D | [0001591865] | |
| D | [0001672003] |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Capitala Private Advisors LLC
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|
NC | 0.5 |
|
Capitala Investment Advisors LLC
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|
NC | 0.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Parallaxes Capital Management LLC
✚
|
CA | 0.5 |
|
Peloton Equity LLC
✚
|
CT | 0.5 |
|
Council Capital Funds Management LLC
✚
|
TN | 0.5 |
|
Realization Capital Partners Management LLC
✚
|
0.5 | |
|
9Yards Capital Management LP
✚
|
NY | 0.5 |
|
Armadillo Litigation Funding LLC
✚
|
TX | 0.5 |
|
Topspin Management Company LBO LLC
✚
|
NY | 0.5 |
|
Red Iron Group Management LLC
✚
|
CA | 0.5 |
|
Two Roads Partners Management LP
✚
|
NY | 0.5 |
|
Sequel Holdings LP
✚
|
TX | 0.5 |