Capitala Private Advisors, LLC
● SEC registered since 2016CRD 283527SEC# 801-107897Charlotte, NC
Ranks #3,887 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$505.1M
Fund GAV
$448.2M
Private funds
4
Employees
16
Accounts
12
Location
Charlotte, NC
Capitala Private Advisors, LLC assets under management
Capitala Private Advisors, LLC is a registered investment adviser overseen by the SEC based in Charlotte, NC. The firm has been registered since 2016. It reports $505.1 million in regulatory assets under management and employs 16 people. Capitala Private Advisors, LLC manages 4 private funds with combined gross assets of $448.2 million, including Capitala Sbic Fund VI, L.P. By regulatory assets, it ranks 3,887 of 6,004 private fund managers.
Capitala Private Advisors, LLC private funds
4 funds · $448.2M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Capitala Sbic Fund VI, L.P. | Private Equity | $307.4M | $1M |
| Capitalsouth Sbic Fund IV, L.P. | Private Equity | $121.2M | $1M |
| Capitalsouth Partners Fund III, L.P. | Private Equity | $15.2M | $50K |
See all 4 funds — unlock the full record.
Join to unlock · $37/moCapitala Private Advisors, LLC owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Capitala Investment Advisors, LLC Control | Member | Over 75% | 2016 |
| Joseph Basil Alala Control | Ceo | Under 5% | 2016 |
| Kevin Koonts Control | Chief Financial Officer | Under 5% | 2021 |
See all 9 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Capitala Private Advisors, LLC manage?
Capitala Private Advisors, LLC reports $505.1 million in regulatory assets under management on its Form ADV.
How many private funds does Capitala Private Advisors, LLC manage?
Capitala Private Advisors, LLC manages 4 private funds with combined gross assets of $448.2 million.
How many employees does Capitala Private Advisors, LLC have?
Capitala Private Advisors, LLC reports 16 employees.
Where is Capitala Private Advisors, LLC located?
Capitala Private Advisors, LLC is based in Charlotte, NC and has been SEC-registered since 2016.
Does Capitala Private Advisors, LLC disclose fund performance?
Capitala Private Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4201 Congress Street Suite 360, Charlotte, NC 28209 |
| Phone | 704-376-5502 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 1672003 |
| Umbrella registration | Yes |
| Discloses disciplinary history | No |
Regulatory AUM
$505.1M▲ 6%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 48%
Larger than 52% of 16,271 advisers
AUM vs fund managersTop 65%
Larger than 35% of 6,004 private-fund managers
Number of fundsTop 46%
More funds than 54% of fund managers
EmployeesTop 29%
More than 71% of 16,825 advisers
Assets under management
$505.1Mregulatory AUM
Discretionary $448.2MNon-discretionary $57M
Service providers
Auditor
Custodian
Administrator