Azalea Capital

RIAState Registered
Total AUM
$24.8M
Discretionary
$24.8M
100% of AUM
Avg account
$12.4M
Accounts
2
Employees
8
Advisory reps
3

Firm details

Headquarters
Greenville, South Carolina
CRD number
164102
Registered since
August 21, 2014
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Azalea Capital is a privately organized limited liability company that functions as a private equity fund sponsor and manager. The firm serves institutional clients and provides portfolio management for pooled investment vehicles, operating as sponsor, general partner and managing member for those vehicles. Its compensation model combines a percentage-of-assets component with performance-based fees. Azalea Capital is state-registered in South Carolina.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • Marshall Cole Iii

    Marshall Cole Iii

    Managing Partner and Chief Investment OfficerCRD 6073296

  • Meredith Pflug

    Meredith Pflug

    Controller & Chief Compliance OfficerCRD 7016868

Contacts

1 of 1
  • Patrick Duncan

    Patrick Duncan

    Founder and Managing PartnerCRD 6073289

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Greenville, SC

Greenville

Location

Greenville, SC

Headquartered in Greenville, SC, anchoring the Greenville-Spartanburg-Anderson, SC metro in the South.

Metro area
Greenville-Spartanburg-Anderson, SC
Region
South
County
Greenville
Address
55 Beattie Pl
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth