CAPITALA PRIVATE ADVISORS, LLC
CRD #283527 SEC #801-107897 CHARLOTTE, NC 704-376-5502
SEC Registered Private Funds
Total AUM
$493.7M
Discretionary
$431.9M
Employees
17
Clients
--
Accounts
9
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $493.7M | $431.9M | $61.8M | 17 | 0 |
| Mar 2025 | $475.8M | $414M | $61.8M | 17 | 0 |
| Dec 2024 | $474.1M | $398.9M | $75.2M | 17 | 0 |
| Mar 2024 | $474.1M | $398.9M | $75.2M | 19 | 0 |
| Apr 2023 | $460.7M | $349.7M | $111.1M | 18 | 0 |
| Mar 2023 | $460.7M | $349.7M | $111.1M | 18 | 0 |
| Mar 2023 | $460.7M | $349.7M | $111.1M | 18 | 0 |
| Sep 2022 | $450.2M | $302.8M | $147.5M | 18 | 0 |
| Jun 2022 | $450.2M | $302.8M | $147.5M | 20 | 0 |
| Mar 2022 | $450.2M | $302.8M | $147.5M | 20 | 0 |
| Jul 2021 | $496.6M | $291.8M | $204.8M | 20 | 0 |
| May 2021 | $476.2M | $271.4M | $204.8M | 21 | 0 |
| Mar 2021 | $436.7M | $235.8M | $201M | 22 | 0 |
| Oct 2020 | $372.1M | $234.9M | $137.2M | 31 | 0 |
| Mar 2020 | $372.1M | $234.9M | $137.2M | 31 | 0 |
| Nov 2019 | $332.6M | $214.9M | $117.7M | 26 | 0 |
| Apr 2019 | $332.6M | $214.9M | $117.7M | 26 | 0 |
| Mar 2018 | $218.5M | $218.5M | $0 | 24 | 0 |
| May 2017 | $218.1M | $218.1M | $0 | 22 | 0 |
| Mar 2017 | $218.1M | $218.1M | $0 | 22 | 0 |
| Oct 2016 | $218.1M | $218.1M | $0 | 19 | 0 |
DateApr 2025
Total AUM$493.7M
Discretionary$431.9M
Non-Disc.$61.8M
Employees17
Clients0
DateMar 2025
Total AUM$475.8M
Discretionary$414M
Non-Disc.$61.8M
Employees17
Clients0
DateDec 2024
Total AUM$474.1M
Discretionary$398.9M
Non-Disc.$75.2M
Employees17
Clients0
DateMar 2024
Total AUM$474.1M
Discretionary$398.9M
Non-Disc.$75.2M
Employees19
Clients0
DateApr 2023
Total AUM$460.7M
Discretionary$349.7M
Non-Disc.$111.1M
Employees18
Clients0
DateMar 2023
Total AUM$460.7M
Discretionary$349.7M
Non-Disc.$111.1M
Employees18
Clients0
DateMar 2023
Total AUM$460.7M
Discretionary$349.7M
Non-Disc.$111.1M
Employees18
Clients0
DateSep 2022
Total AUM$450.2M
Discretionary$302.8M
Non-Disc.$147.5M
Employees18
Clients0
DateJun 2022
Total AUM$450.2M
Discretionary$302.8M
Non-Disc.$147.5M
Employees20
Clients0
DateMar 2022
Total AUM$450.2M
Discretionary$302.8M
Non-Disc.$147.5M
Employees20
Clients0
DateJul 2021
Total AUM$496.6M
Discretionary$291.8M
Non-Disc.$204.8M
Employees20
Clients0
DateMay 2021
Total AUM$476.2M
Discretionary$271.4M
Non-Disc.$204.8M
Employees21
Clients0
DateMar 2021
Total AUM$436.7M
Discretionary$235.8M
Non-Disc.$201M
Employees22
Clients0
DateOct 2020
Total AUM$372.1M
Discretionary$234.9M
Non-Disc.$137.2M
Employees31
Clients0
DateMar 2020
Total AUM$372.1M
Discretionary$234.9M
Non-Disc.$137.2M
Employees31
Clients0
DateNov 2019
Total AUM$332.6M
Discretionary$214.9M
Non-Disc.$117.7M
Employees26
Clients0
DateApr 2019
Total AUM$332.6M
Discretionary$214.9M
Non-Disc.$117.7M
Employees26
Clients0
DateMar 2018
Total AUM$218.5M
Discretionary$218.5M
Non-Disc.$0
Employees24
Clients0
DateMay 2017
Total AUM$218.1M
Discretionary$218.1M
Non-Disc.$0
Employees22
Clients0
DateMar 2017
Total AUM$218.1M
Discretionary$218.1M
Non-Disc.$0
Employees22
Clients0
DateOct 2016
Total AUM$218.1M
Discretionary$218.1M
Non-Disc.$0
Employees19
Clients0