Capitala Private Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Charlotte, NC. Its latest Form ADV filing, dated March 27, 2026, reports $505M in regulatory assets under management, 16 employees, 2 offices, and 12 accounts.
Assets Under Management
$505M
Employees
16
Offices
2 offices
Total Clients
12
Primary office
CHARLOTTE, NC
4201 CONGRESS STREET SUITE 360, CHARLOTTE, NC, United States
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentSEPARATELY MANAGED ACCOUNT represent 66.7% of total clients.
Top client categories% of clientsClients
1
SEPARATELY MANAGED ACCOUNT
66.7%
8
2
Pooled Investment Vehicles
33.3%
4
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$505Mas of March 27, 2026
Discretionary88.7%
$448M
89% of total RAUM88.7%
Non-discretionary11.3%
$57M
11% of total RAUM11.3%
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$505M
Total Accounts12
10Y AUM Change+$287M (+131.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees16
Clients per Employee1:1
10Y Employee Change-6 (-27.3%)
* 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.