CAPITALA PRIVATE ADVISORS, LLC
Firm details
- Headquarters
- Charlotte, North Carolina
- CRD number
- 283527
- Registered since
- June 16, 2016
- Website
- www.capitalagroup.com
- Custodians
- U.S. BANK, N.A.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles88.73%
- Other11.27%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Capitala Private Advisors, LLC operates as an SEC-registered adviser (since 2016) focused on managing pooled private investment vehicles and providing portfolio management for institutions and businesses. The firm is structured as a limited liability company and is classified operationally around private equity fund management; it also acts as sponsor, general partner and managing member for its pooled vehicles. Its client base is institutional, and its compensation model combines a percentage-of-assets-under-management fee with performance-based fees. Capitala is not positioned as an active ESG investor according to disclosures and is not a multi-state adviser. Investment activity centers on private-market strategies, with the bulk of capital deployed into private equity funds managed or advised by the firm. The adviser also maintains fixed-income exposure at the managed-account level, with an expressed preference toward higher-yielding corporate credit within separately managed accounts. Given the firm’s role as sponsor and GP, capital allocation decisions emphasize fund-level structuring and manager selection alongside direct fund management.
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
Asset composition
- Non-Investment Grade Corp Bonds90%
- Non-Exchange Traded Equities8%
- Cash & Cash Equivalents1%
- Other1%
Owners & executives
3 of 3STEVE ARNALL
President, Chief Operating OfficerCRD 7198185
JOSEPH ALALA
Founder & Chief Exceutive OfficerCRD 6029964
KEVIN KOONTS
Chief Financial Officer & Chief Compliance OfficerCRD 7197188
Contacts
1 of 1MARKHAM BROYHILL
ChairmanCRD 2962433
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Charlotte, NC
MECKLENBURG
Location
Charlotte, NC
Headquartered in Charlotte, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.
- Metro area
- Charlotte-Concord, NC-SC
- Region
- South
- County
- MECKLENBURG
- Address
- 4201 Congress St
- Time zone
- ET (UTC-5)
- Office locations
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