AZALEA CAPITAL

RIASEC RegisteredEst. 2014
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 limited liability company that operates as a private equity manager and adviser to pooled investment vehicles. Registered with the SEC in 2014, the firm is owned by an individual and serves institutional clients. Its core activity is sourcing, packaging and managing pooled private equity investments, acting in sponsor, general partner and managing member roles for those vehicles. Compensation is a mix of a percentage-of-assets fee and performance-based fees, which aligns manager economics with fund-level performance. Azalea Capital does not present itself as an active ESG investor and is not structured as a multi-state adviser or pension consultant.

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
  • MEREDITH PFLUG

    Controller & Chief Compliance OfficerCRD 7016868

  • MARSHALL COLE III

    Managing Partner and Chief Investment OfficerCRD 6073296

Contacts

1 of 1
  • 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