Capitala Private Advisors LLC

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Capitala Private Advisors LLC ✚
CRD #	283527
SEC #	801-107897
CIK #	0001672003, 0001591865
AUM	505.1 M (2026-03-27)
Employees	16 (88% Investors, 31% Brokers)
Phone	704-376-5502
Address	4201 Congress Street Suite 360 Charlotte, NC 28209
Source	[IAPD] [EDGAR] [Website] [Twitter] [LinkedIn]

Total AUM ($M) Copy

Type	Form D Funds	Date	Sold	AUM
PE	Capitala SBIC Fund VI LP	[2021-05-14]	173.6 M	307.4 M
	Offered $400,000,000 · Filed 2024-04-18 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $100,000 · Remaining $226,380,000 · Duration More than one year · Finder's Fee $310,000 · Net Assets Decline to Disclose
PE	Capitalsouth Partners Fund III LP	[2018-03-30]	96.3 M	15.2 M
	Filed 2009-05-22 (D/A) · Exemption 506, 3(c), 3(c)(1) · Minimum $50,000 · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose
PE	Capitala Private Credit Fund V LP	[2016-10-11]	44.0 M	4.3 M
	Offered $350,000,000 · Filed 2017-08-18 (D/A) · Exemption 506(c), 3(c), 3(c)(1), 3(c)(7) · Minimum $1,000,000 · Remaining $306,000,000 · Duration More than one year · Net Assets Decline to Disclose
PE	Capitalsouth SBIC Fund IV LP	[2016-03-30]	54.2 M	121.2 M
	Offered $100,000,000 · Filed 2014-03-27 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $100,000 · Remaining $45,754,455 · Duration More than one year · Revenue Decline to Disclose

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	448.2
(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	8	57.0
Total	12	505.1
By Discretionary
Discretionary	4	448.2
Non-Discretionary	8	57.0
Total	12	505.1
By Non-United States Persons
Non-United States Persons		40.9
United States Persons		464.3
Total	12	505.1

Form D Directors	Role	# Filings	# Firms
Joseph Alala III	Director, Executive Officer	11	3
Corporation Capitalsouth	Executive Officer	3	3
John Turner	Executive Officer	49	2
Markham Broyhill	Director, Executive Officer	6	2
David Reed	Executive Officer	5	2
Kenneth Berryman	Executive Officer	5	2
John McGlinn	Director, Executive Officer	4	2
John McGlinn III	Executive Officer	3	2
Richard Wheelahan	Executive Officer	2	2
Stephen Arnall	Executive Officer	2	2
Advisors LLC Capitala Investment	Executive Officer	1	1
Sbic F-Iii LLC Capitalsouth Partners	Executive Officer	1	1
F-Vi LLC Capitala Sbic	Director	1	1
F-Iv LLC Capitalsouth Sbic	Executive Officer	1	1
F-Iii LLC Capitalsouth Partners	Executive Officer	1	1
Lynne Girts	Executive Officer	1	1
Markahm Broyhill	Executive Officer	1	1

EDGAR Form	CIK	2011 - 2026
D	[0001591865]
D	[0001672003]

Firm Profile (Form ADV)
Serves	Institutional
Fund Types	Private Equity

Related Firms	State	AUM
Capitala Private Advisors LLC ✚	NC	505.1 M
Capitala Investment Advisors LLC ✚	NC

Comparable Firms	State	AUM
Permanent Equity Management LLC ✚	MO	508.8 M
Taurus Private Markets LLC ✚	PA	508.7 M
Solace Capital Partners LP ✚	CA	508.1 M
Agellus Capital LLC ✚	MO	507.8 M
Mandarinfish Management LLC ✚		507.7 M
Next Horizon Capital LP ✚	CA	505.8 M
327 Capital Partners LLC ✚	TX	505.5 M
Selby Lane Capital LLC ✚	VA	505.4 M
Drum Capital Management LLC ✚	CT	503.2 M
Humble Management LLC ✚	NY	501.6 M

Assets, Funds, Holdings