ADVANTAGE CAPITAL INVESTMENT ADVISER, LLC
Legal name: ADVANTAGE CAPITAL
CRD #171365 SEC #801-80355 NEW ORLEANS, LA 504-522-4850
SEC Registered Private Funds
Total AUM
$1.3B
Discretionary
$1.3B
Employees
215
Clients
--
Accounts
17
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $1.3B | $1.3B | $5M | 215 | 0 |
| Aug 2025 | $789.9M | $784.9M | $5M | 215 | 0 |
| May 2025 | $789.9M | $784.9M | $5M | 215 | 0 |
| Mar 2025 | $794.6M | $789.5M | $5M | 215 | 0 |
| May 2024 | $824.8M | $824.8M | $0 | 180 | 0 |
| Mar 2024 | $832.5M | $832.5M | $0 | 180 | 0 |
| May 2023 | $570M | $570M | $0 | 150 | 0 |
| Mar 2023 | $580M | $580M | $0 | 150 | 0 |
| Sep 2022 | $205.2M | $205.2M | $0 | 140 | 0 |
| Mar 2022 | $205.2M | $205.2M | $0 | 140 | 0 |
| May 2021 | $161.5M | $161.5M | $0 | 135 | 0 |
| Mar 2021 | $162.3M | $162.3M | $0 | 135 | 0 |
| Nov 2020 | $202.2M | $202.2M | $0 | 130 | 0 |
| Jul 2020 | $202.2M | $202.2M | $0 | 125 | 0 |
| Mar 2020 | $202.2M | $202.2M | $0 | 125 | 0 |
| Jul 2019 | $173.8M | $173.8M | $0 | 130 | 0 |
| Mar 2019 | $173.8M | $173.8M | $0 | 130 | 0 |
| Mar 2018 | $196.5M | $196.5M | $0 | 110 | 0 |
| Mar 2017 | $171.6M | $171.6M | $0 | 100 | 1 |
| Nov 2016 | $156.3M | $156.3M | $0 | 90 | 1 |
| Mar 2016 | $156.3M | $156.3M | $0 | 90 | 1 |
| Jan 2015 | $175.9M | $175.9M | $0 | 80 | 1 |
| Sep 2014 | $173.4M | $173.4M | $0 | 75 | 1 |
DateDec 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$5M
Employees215
Clients0
DateAug 2025
Total AUM$789.9M
Discretionary$784.9M
Non-Disc.$5M
Employees215
Clients0
DateMay 2025
Total AUM$789.9M
Discretionary$784.9M
Non-Disc.$5M
Employees215
Clients0
DateMar 2025
Total AUM$794.6M
Discretionary$789.5M
Non-Disc.$5M
Employees215
Clients0
DateMay 2024
Total AUM$824.8M
Discretionary$824.8M
Non-Disc.$0
Employees180
Clients0
DateMar 2024
Total AUM$832.5M
Discretionary$832.5M
Non-Disc.$0
Employees180
Clients0
DateMay 2023
Total AUM$570M
Discretionary$570M
Non-Disc.$0
Employees150
Clients0
DateMar 2023
Total AUM$580M
Discretionary$580M
Non-Disc.$0
Employees150
Clients0
DateSep 2022
Total AUM$205.2M
Discretionary$205.2M
Non-Disc.$0
Employees140
Clients0
DateMar 2022
Total AUM$205.2M
Discretionary$205.2M
Non-Disc.$0
Employees140
Clients0
DateMay 2021
Total AUM$161.5M
Discretionary$161.5M
Non-Disc.$0
Employees135
Clients0
DateMar 2021
Total AUM$162.3M
Discretionary$162.3M
Non-Disc.$0
Employees135
Clients0
DateNov 2020
Total AUM$202.2M
Discretionary$202.2M
Non-Disc.$0
Employees130
Clients0
DateJul 2020
Total AUM$202.2M
Discretionary$202.2M
Non-Disc.$0
Employees125
Clients0
DateMar 2020
Total AUM$202.2M
Discretionary$202.2M
Non-Disc.$0
Employees125
Clients0
DateJul 2019
Total AUM$173.8M
Discretionary$173.8M
Non-Disc.$0
Employees130
Clients0
DateMar 2019
Total AUM$173.8M
Discretionary$173.8M
Non-Disc.$0
Employees130
Clients0
DateMar 2018
Total AUM$196.5M
Discretionary$196.5M
Non-Disc.$0
Employees110
Clients0
DateMar 2017
Total AUM$171.6M
Discretionary$171.6M
Non-Disc.$0
Employees100
Clients1
DateNov 2016
Total AUM$156.3M
Discretionary$156.3M
Non-Disc.$0
Employees90
Clients1
DateMar 2016
Total AUM$156.3M
Discretionary$156.3M
Non-Disc.$0
Employees90
Clients1
DateJan 2015
Total AUM$175.9M
Discretionary$175.9M
Non-Disc.$0
Employees80
Clients1
DateSep 2014
Total AUM$173.4M
Discretionary$173.4M
Non-Disc.$0
Employees75
Clients1