NEW ORLEANS, LACRD 171365Latest ADV March 31, 2026
Advantage Capital is an SEC registered investment adviser organized as a limited liability company with a primary office location in New Orleans, LA. Its latest Form ADV filing, dated March 31, 2026, reports $1.3B in regulatory assets under management, 230 employees, 6 offices, and 17 accounts.
Assets Under Management
$1.3B
Employees
230
Offices
6 offices
Total Clients
17
Primary office
NEW ORLEANS, LA
909 POYDRAS STREET, SUITE 2230, NEW ORLEANS, LA, United States
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Other fee arrangements
Performance-based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
100.0%
17
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.3Bas of March 31, 2026
Discretionary99.7%
$1.3B
100% of total RAUM99.7%
Non-discretionary0.3%
$4M
0% of total RAUM0.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.3B
Total Accounts17
10Y AUM Change+$1.1B (+648.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees230
Clients per Employee0:1
10Y Employee Change+130 (+130.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.