PHOENIX HOLDINGS-NC, INC. of CHARLOTTE, NC is an SEC-registered investment adviser (CRD 157157). Regulatory assets under management: $384.1M.
| Name | Role | Location |
|---|---|---|
| BROYHILL MARKHAM HUNT | PARTNER | — |
| MCGLINN JOHN FRANCIS | CHIEF OPERATING OFFICER | — |
| ALALA JOSEPH BASIL | PRESIDENT/CEO | — |
| MARR MICHAEL STEWART | CHIEF COMPLIANCE OFFICER | — |
Other Private Fund: 3 · Private Equity Fund: 3
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|---|---|---|---|---|
| CAPITALSOUTH PARTNERS FUND III LP | Private Equity Fund | — | 99 | $268.8M | $20K |
| CAPITALSOUTH PARTNERS SBIC FUND III LP | Other Private Fund | — | 99 | $239.6M | $20K |
| CAPITALSOUTH PARTNERS FUND II LIMITED PARTNERSHIP | Other Private Fund | — | 66 | $99.4M | $25K |
| CAPITALSOUTH PARTNERS FUND I LIMITED PARTNERSHIP | Other Private Fund | — | 33 | $9.9M | $15K |
| CAPITALSOUTH FLORIDA SIDECAR FUND I LP | Private Equity Fund | — | 2 | $3.5M | $2.5M |
| CSP A1 CAPITAL LLC | Private Equity Fund | — | 3 | $2.6M | $1.3M |