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Type

Private Debt Firm

Location

Charlotte NC US

Alternative Asset Classes

PD

Established

1998

Firm Ownership

Independent Firm

Investment Team Staff

Total Staff

22
Capitala Group is an asset management firm that provides capital to lower and traditional middle market businesses throughout North America with office locations in Atlanta, Charlotte, Fort Lauderdale, Los Angeles, New York, and Raleigh. Capitala Group has two underlying strategies: Credit Strategy and a Growth Strategy. Capitala’s lower middle market Credit Strategy focuses on investing in debt securities with minority equity co-investments. The Growth Strategy invests in predominantly control and quasi-control equity investments, along with related debt investments. The firm seeks to partner with strong management teams to create value.
Asset Class No. of Funds Currently Managed Funds Raised in Last 10 Years Est. Dry Powder Strategies
Private Equity 2 -
Real Estate - -
Private Debt 3 BDCs, Direct Lending, Mezzanine, Special Situations, Blended / Opportunistic Debt, Junior / Subordinated Debt, Mezzanine, Senior Debt, Unitranche Debt
Infrastructure - -
Natural Resources - -
Asset Class No. of Funds Currently Managed AuM Date of AuM Strategies
Hedge Funds 0 -

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13 Known Decision Makers

Contact Name Position Location Email Telephone Asset Class
Managing Director Charlotte, US PD
Chief Financial Officer and Chief Compliance Officer Charlotte, US PD
Director Charlotte, US PD
Director, Portfolio Management & Valuation Charlotte, US PD
Founder & Chief Executive Officer Charlotte, US PD

Showing 5 of 13 known decision makers at Capitala Group

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7 Private Capital Funds Managed

Fund Name Vintage Strategy Status Fund Structure Closed Size (MN) Target Size (MN) Primary Region Focus
Hybrid Fifth Close Commingled North America
Direct Lending - Senior Debt Evergreen Separately Managed Account North America
Direct Lending - Senior Debt Closed Commingled North America
Buyout Closed Commingled North America
Mezzanine Liquidated Commingled North America

Showing 5 of 7 private capital fund managed by Capitala Group

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7 Known Investors

Investor Number of Funds Type City Country Asset Class
2 Private Sector Pension Fund PE PD
1 Fund of Funds Manager PD
3 Insurance Company PE PD
1 Insurance Company PD
2 Public Pension Fund PE PD

Showing 5 of 7 known investors in Capitala Group funds

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