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Advantage Capital Investment Adviser, LLC

● SEC registered since 2014CRD 171365SEC# 801-80355New Orleans, LA
Export (members)
Ranks #2,693 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$1.29B
Fund GAV
$649.5M
Private funds
16
Employees
230
Accounts
16
Location
New Orleans, LA

Advantage Capital Investment Adviser, LLC assets under management

Advantage Capital Investment Adviser, LLC is an investment advisory firm registered with the SEC based in New Orleans, LA. The firm has been registered since 2014. It reports $1.3 billion in regulatory assets under management and employs 230 people. Advantage Capital Investment Adviser, LLC manages 16 private funds with combined gross assets of $649.5 million, including Advantage Capital Solar Partners VIII, LLC. By regulatory assets, it ranks 2,693 of 6,004 private fund managers.

Advantage Capital Investment Adviser, LLC private funds

16 funds · $649.5M GAV
FundTypeGross assetsMin.
Advantage Capital Solar Partners VIII, LLCPrivate Equity$109.7M
Advantage Capital Solar Partners VII, LLCPrivate Equity$92.1M
Advantage Captial Solar Partners IX, LLCPrivate Equity$73.8M
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Advantage Capital Investment Adviser, LLC owners & executives

44 reported
NameTitleOwnershipSince
Ac Fed Lihtc Manager 1b, LLC ControlManaging Member Of Advantage Captial Fed Lihtc Fund 1b, LlcUnder 5%2024
Advantage Capital Employee Stock Ownership Plan and Trust ControlDirect Owner Of 100% Of The Outstanding Stock Of Advantage Capital Management CorporationOver 75%2009
Advantage Capital Etcf GP, LLC ControlGeneral Partner Of Empower The Change Fund, LpUnder 5%2021
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Frequently asked questions

How much does Advantage Capital Investment Adviser, LLC manage?

Advantage Capital Investment Adviser, LLC reports $1.3 billion in regulatory assets under management on its Form ADV.

How many private funds does Advantage Capital Investment Adviser, LLC manage?

Advantage Capital Investment Adviser, LLC manages 16 private funds with combined gross assets of $649.5 million.

How many employees does Advantage Capital Investment Adviser, LLC have?

Advantage Capital Investment Adviser, LLC reports 230 employees.

Where is Advantage Capital Investment Adviser, LLC located?

Advantage Capital Investment Adviser, LLC is based in New Orleans, LA and has been SEC-registered since 2014.

Does Advantage Capital Investment Adviser, LLC disclose fund performance?

Advantage Capital Investment Adviser, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address909 Poydras Street, Suite 2230, New Orleans, LA 70112-4003
Phone504-522-4850
Fax504-522-4950
Office hours9:00-5:00
SEC regionMiami Regional Office (MIRO)
CIK1055567
Umbrella registrationYes
Discloses disciplinary historyNo

Regulatory AUM

$1.29B▲ 63%
Mar '25 — $794.6MApr '25 — $794.6MMay '25 — $789.9MJun '25 — $789.9MJul '25 — $789.9MAug '25 — $789.9MSep '25 — $789.9MOct '25 — $789.9MNov '25 — $789.9MDec '25 — $1.29BJan '26 — $1.29BFeb '26 — $1.29BMar '26 — $1.28BApr '26 — $1.28BMay '26 — $1.29BJun '26 — $1.29B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 29%
Larger than 71% of 16,271 advisers
AUM vs fund managersTop 45%
Larger than 55% of 6,004 private-fund managers
Number of fundsTop 16%
More funds than 84% of fund managers
EmployeesTop 3%
More than 97% of 16,825 advisers

Assets under management

$1.29Bregulatory AUM
Discretionary $1.29BNon-discretionary $6.4M

Fund type mix

Private Equity15
Other Private1

Service providers