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Building 2CAPITALA INVESTMENT ADVISORS, LLC

Map pinCHARLOTTE, NC
Phone704-376-5502
NotebookSEC #801-77467
Total AUM
$346.6M
Employees
22
Clients
2

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4201 CONGRESS STREET
SUITE 360
CHARLOTTE
NC 28209
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
704-376-5502
Other Offices
4

ReceiptFinancials

Total AUM
$346.6M
Accounts
2
Discretionary
$346.6M
Accounts
2
Non-Discretionary
$0
Accounts
0

ContactClients

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Business Development Company Clients
1
AUM
$328M
Pooled Vehicle Clients
1
AUM
$18.6M

Briefcase businessServices

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Services Offered
Company Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CAGANCNY

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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