# Capitala Group

Capitala Group is an Asset Manager based in Charlotte, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Charlotte, United States
- **Region:** North America
- **Address:** 4201 Congress Street Suite 360, Charlotte, NC 28209, United States
- **Founded:** 1998
- **Assets under management:** $3.2B
- **Website:** www.capitalagroup.com
- **LinkedIn:** https://www.linkedin.com/company/capitala-investment-advisors

## Regulatory record

- **CRD number:** 283527
- **SEC file number:** 801-107897
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-27T05:00:00.000Z
- **Reports private funds:** Yes
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/283527

## About

Capitala Group maintains a multi-office footprint in the United States. Its headquarters sits in Charlotte with locations also in Atlanta, Fort Lauderdale, Los Angeles, New York and Raleigh. The firm divides activity between a credit strategy and a growth strategy. The credit strategy centers on debt securities while the growth strategy targets equity investments. Both approaches operate throughout North America. Capitala Group works with management teams to support portfolio companies in these areas. No recent operational events from the last 24 months appear in available records. Team size and adjacent vehicles remain undisclosed. The firm lists no named principals or founding date in source material. The structure reflects a generalist asset manager with dual-strategy deployment rather than a single-family office or specialized fund vehicle.

## Sectors

- Private Credit
- Growth Equity

## Offices

- Atlanta
- Fort Lauderdale
- Los Angeles
- New York
- Raleigh

## Questions

### Who runs investment decisions at Capitala Group?

No named principals or investment committee members appear in the available records.

### How does Capitala Group source proprietary deal flow?

The firm description provides no detail on sourcing methods or origination channels.

### Does Capitala Group participate in fund commitments or only direct deals?

Source material does not specify whether the firm uses fund commitments, direct investments, or both.

### What investment stages does Capitala Group typically target?

The records give no information on stage preferences or typical holding periods.

### Where does the underlying capital at Capitala Group originate?

Wealth origin and capital sources are not disclosed in the provided data.

## Related profiles

- [Pathfinder Asset Management](https://altss.com/profile/pathfinder-asset-management)
- [Compton Financial Group](https://altss.com/profile/compton-financial-group)

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Last updated: 2026-07-08T21:10:43.358Z

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