Investment adviser · CRD 283527

CAPITALA PRIVATE ADVISORS, LLC

Investment adviser filing (IA)

CHARLOTTE, NC, United States · Form ADV filed Mar 27, 2026

Regulatory AUM: $505M
Client accounts: 12
Employees: 16
Advisory professionals: 14

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Pooled investment vehicles	4	$448,183,000	88.7%
Other clients	8	$56,952,000	11.3%

Filing source

Form ADV 2072642 · Mar 27, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

4 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

CAPITALA SBIC FUND VI, L.P.Private Equity Fund · Last reported Mar 27, 2026$307MGross asset value

Form D fundraising filings

Capitala SBIC Fund VI, L.P.

Fund administrator STANDISH MANAGEMENT CHICAGO, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor ERNST & YOUNG CHARLOTTE, North Carolina, United States

Custodian EAST WEST BANK PASADENA, California, United States Related to adviser: No

Custodian KEYBANK, N.A. CLEVELAND, Ohio, United States Related to adviser: No

Custodian U.S. BANK, N.A. MINNEAPOLIS, Minnesota, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

ERNST & YOUNG
PCAOB 42

Fund details & source

Fund ID: 805-4305929362
Reported beneficial owners: 110
Minimum commitment: $1M
Form D file number: 021-398062

Form ADV 2072642 · Mar 27, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

CAPITALSOUTH SBIC FUND IV, L.P.Private Equity Fund · Last reported Mar 27, 2026$121MGross asset value

Form D fundraising filings

CapitalSouth SBIC Fund IV, L.P.

Fund administrator STANDISH MANAGEMENT CHICAGO, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor ELLIOTT DAVIS PLLC CHARLOTTE, North Carolina, United States

Custodian EAST WEST BANK PASEDENA, California, United States Related to adviser: No

Custodian FIRST BANCORP SOUTHERN PINES, North Carolina, United States Related to adviser: No

Custodian KEYBANK, N.A. CLEVELAND, Ohio, United States Related to adviser: No

Custodian LOCALITY BANK FORT LAUDERDALE, Florida, United States Related to adviser: No

Custodian SOUTHERN FIRST BANCSHARES, INC. GREENVILLE, South Carolina, United States Related to adviser: No

Custodian U.S. BANK, N.A. MINNEAPOLIS, Minnesota, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

ELLIOTT DAVIS PLLC
PCAOB 149

Fund details & source

Fund ID: 805-5456606573
Reported beneficial owners: 51
Minimum commitment: $1M
Form D file number: 021-194475

Form ADV 2072642 · Mar 27, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

CAPITALSOUTH PARTNERS FUND III, L.P.Private Equity Fund · Last reported Mar 27, 2026$15.2MGross asset value

Auditor ELLIOT DAVIS PLLC CHARLOTTE, North Carolina, United States

Custodian FIRST BANCORP SOUTHERN PINES, North Carolina, United States Related to adviser: No

Custodian U.S. BANK, N.A. MINNEAPOLIS, Minnesota, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

ELLIOT DAVIS PLLC
PCAOB 149

Fund details & source

Fund ID: 805-8722960577
Reported beneficial owners: 90
Minimum commitment: $50K
Form D file number: 021-112751

Form ADV 2072642 · Mar 27, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

CAPITALA PRIVATE CREDIT FUND V, L.P.Private Equity Fund · Last reported Mar 27, 2026$4.33MGross asset value

Form D fundraising filings

Capitala Private Credit Fund V, L.P.

Fund administrator U.S. BANCORP FUND SERVICES, LLC MILWAUKEE, Wisconsin, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor ERNST & YOUNG CHARLOTTE, North Carolina, United States

Custodian U.S. BANK, N.A. MINNEAPOLIS, Minnesota, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

ERNST & YOUNG
PCAOB 42

Fund details & source

Fund ID: 805-9111559286
Reported beneficial owners: 9
Minimum commitment: $1M
Form D file number: 021-270172

Form ADV 2072642 · Mar 27, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 27, 2026. View historical filings

Reported services

Pooled investment vehicle management · Business portfolio management

Compensation

Percentage of assets · Performance-based

Principal office

4201 CONGRESS STREET SUITE 360
CHARLOTTE, NC, 28209, United States

CRD 283527

Filing source

Form ADV 2072642 · Mar 27, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.