SOUTHERN EQUITY ADVISORS LLC
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Other95%
- Cash & Cash Equivalents5%
Contacts
1 of 1ALLEN NANCE
PresidentCRD 7818243
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
ST THOMAS, VI
Location
ST THOMAS, VI
Headquartered in ST THOMAS, VI.
- Address
- 5093 Dronningens Gade
- Office locations
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