South Ocean Management Ltd.

Overview

South Ocean Management Ltd. is a small, privately owned investment adviser that operates as a hedge-fund manager and sponsor of pooled vehicles while also providing portfolio management for individuals and small businesses. The firm has been SEC-registered since 1992 and prefers equity-oriented strategies: its filings list a clear preference for exchange-traded equities. Fee structures combine a percentage of assets under management with performance-based fees, reflecting the firm’s role as both investment manager and general partner for pooled funds. The client base mixes individual and family clients with institutional relationships, and the advisory mandate is primarily discretionary. The firm identifies itself as an active ESG investor, which indicates that environmental, social and governance factors are integrated into investment decision-making across public holdings and pooled vehicles. South Ocean Management Ltd. also acts as sponsor, GP and managing member of the pooled funds it operates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices