Chief Financial Officer · Capitala Private Advisors, LLC
Kevin Koonts
CRD 7197188 · Named on Form ADV at one SEC-registered adviser
At a glance
Capitala Private Advisors, LLC, an SEC-registered private fund adviser based in Charlotte, NC with $505 million in regulatory assets, lists Kevin Koonts on its Form ADV as Chief Financial Officer, a control person.
Firms and roles
- Capitala Private Advisors, LLCChief Financial OfficerPrivate fund adviser · Charlotte, NC · $505M in regulatory assets
AtlasMembers
Kevin’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Joseph B. AlalaCEO, Capitala Private Advisors, LLC
- Markham H. BroyhillPartner, Capitala Private Advisors, LLC
- Steve ArnallPresident & Chief Operating Officer, Capitala Private Advisors, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Kevin’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.