SOUTHERN EQUITY ADVISORS LLC

RIASEC RegisteredEst. 2024
Total AUM
$788M
Discretionary
$788M
100% of AUM
Avg account
$60.6M
Accounts
13
Employees
2
Advisory reps
1

Firm details

Headquarters
ST THOMAS, VI
CRD number
330821
Registered since
May 22, 2024
Fee structure
Percentage of AUM, Hourly Charges, Performance Based Fees
Client types
  • HNWI46.48%
  • Pooled Investment Vehicles26.99%
  • Other22.71%
  • Corporations / Businesses3.82%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Southern Equity Advisors LLC is a limited liability company that operates as a multi-strategy manager, combining hedge fund, private equity and venture capital activity alongside other pooled investment vehicles. The firm serves both high-net-worth individuals and families as well as institutional clients, and provides portfolio management for individuals and small businesses, pooled investment vehicles, and business or institutional portfolios. The firm is owned by an individual and appears to act in sponsor/GP and managing-member roles for pooled vehicles it advises. Fee arrangements include a percentage-of-AUM component, performance-based fees, and hourly charges. Southern Equity Advisors is not described as an active ESG investor.

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

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Client base

Client personas

Asset composition

Asset composition: Other 95%, Cash & Cash Equivalents 5%95%
  • Other95%
  • Cash & Cash Equivalents5%

Contacts

1 of 1
  • ALLEN NANCE

    PresidentCRD 7818243

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

ST THOMAS, VI

Location

ST THOMAS, VI

Headquartered in ST THOMAS, VI.

Address
5093 Dronningens Gade
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth