Data / Investment advisers / Louisiana / Advantage Capital
Advantage Capital, New Orleans, LA: $1.3 billion AUM, SEC registered investment adviser
Advantage Capital is an SEC registered investment adviser with its main office in New Orleans, Louisiana and reports $1.3 billion in regulatory assets under management in its Form ADV filed May 14, 2026. Its clients include pooled investment vehicles. It is paid through performance based fees and other fees. It advises 16 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 171365
- SEC file number
- 801-80355
- SEC status
- Approved, effective September 30, 2014
- Legal name
- Advantage Capital Investment Adviser, LLC
- Main office
- 909 Poydras Street Suite 2230, New Orleans, LA 70112
- Phone
- (504) 522-4850
- Website
- medium.com
- Regulatory AUM
- $1,294,679,102 in the Form ADV filed May 14, 2026
- Discretionary AUM
- $1,288,230,474
- Non discretionary AUM
- $6,448,628
- Accounts
- 16
- Employees
- 230, of which 130 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- performance based fees, other fees
- Private funds
- 16: 15 private equity funds, 1 other private fund
- Gross assets of private funds
- $649,454,506
- Other offices
- 6
- Umbrella registration
- 5 relying advisers
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- May 14, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 16 | $1.29 billion |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| June 1, 2026 | $1.29 billion | May 14, 2026 |
| April 1, 2026 | $1.28 billion | March 31, 2026 |
| January 2, 2026 | $1.29 billion | December 3, 2025 |
| December 1, 2025 | $789.9 million | August 26, 2025 |
Other advisers in New Orleans
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Newedge Advisors | New Orleans | $43.21 billion | Not listed | adviserinfo.sec.gov |
| Stokes Family Office LLC | New Orleans | $3.35 billion | Not listed | adviserinfo.sec.gov |
| Waters, Parkerson & Co., LLC | New Orleans | $2.86 billion | Not listed | adviserinfo.sec.gov |
| St. Denis J. Villere & Co., LLC | New Orleans | $1.40 billion | Not listed | adviserinfo.sec.gov |
| Montz Harcus Wealth Management | New Orleans | $876.3 million | Not listed | adviserinfo.sec.gov |
| Freegulliver, LLC | New Orleans | $836.6 million | 29 | adviserinfo.sec.gov |
| Black Bay Partners, LLC | New Orleans | $830.1 million | 7 | adviserinfo.sec.gov |
| Enhanced Capital Partners, LLC | New Orleans | $785.9 million | 5 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in New Orleans, LA
- Investment advisers in Louisiana
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Advantage Capital on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.