ADVANTAGE CAPITAL

RIASEC RegisteredEst. 2014
Total AUM
$1.3B
Discretionary
$1.3B
100% of AUM
Avg account
$80.9M
Accounts
16
Employees
230
Advisory reps
12

Firm details

Headquarters
NEW ORLEANS, Louisiana
CRD number
171365
Registered since
September 30, 2014
Fee structure
Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Advantage Capital is organized as an LLC and registered with the SEC in 2014. It operates as a private equity fund manager that provides portfolio management for pooled investment vehicles and serves institutional clients. Its revenue model includes performance-based fees alongside other fee arrangements. The adviser is not identified as an active ESG investor and is not classified as a multi-state adviser in the source data. The organization acts in sponsor/GP and managing member roles for pooled vehicles and is affiliated with banking or thrift institutions in some capacity. The snapshot lists its owner type as a combination of domestic entity and individual and indicates it does not function as a capital allocator to outside managers.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • MATTHEW MURPHY

    Managing Director, Chief Investment OfficerCRD 2428522

Contacts

3 of 11
  • Jonathan Kofos

    Private Equity AnalystCRD 7139067

  • Joshua Mitchell

    AssociateCRD 7906537

  • STEVEN STULL

    PresidentCRD 1460907

Unlock 8 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

NEW ORLEANS, LA

ORLEANS

Location

NEW ORLEANS, LA

Headquartered in NEW ORLEANS, LA, anchoring the New Orleans-Metairie-Hammond, LA-MS metro in the South.

Metro area
New Orleans-Metairie-Hammond, LA-MS
Region
South
County
ORLEANS
Address
909 Poydras St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth