AZALEA CAPITAL
Firm details
- Headquarters
- GREENVILLE, South Carolina
- CRD number
- 164102
- Registered since
- August 21, 2014
- Website
- www.azaleacapital.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2MEREDITH PFLUG
Controller & Chief Compliance OfficerCRD 7016868
MARSHALL COLE III
Managing Partner and Chief Investment OfficerCRD 6073296
Contacts
1 of 1PATRICK DUNCAN
Founder and Managing PartnerCRD 6073289
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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