SOUTHOCEAN CAPITAL PARTNERS, LLC

RIASEC RegisteredEst. 2014
Total AUM
$575M
Discretionary
$575M
100% of AUM
Avg account
$33.8M
Accounts
17
Employees
8
Advisory reps
5

Firm details

Headquarters
Fort Lauderdale, Florida
CRD number
171580
Registered since
September 17, 2014
Fee structure
Percentage of AUM, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Southocean Capital Partners, LLC is a privately held investment manager focused on pooled investment vehicles with an emphasis on real estate and selective private equity activity. The firm acts as a capital allocator and sponsor/GP, structuring and managing pooled funds rather than operating primarily as a retail advisory practice. It targets institutional clients and charges a mix of percentage-of-AUM fees and other fee structures consistent with fund management. Southocean reports active ESG integration across its activities, and its advisory mandate is centered on portfolio management for pooled investment vehicles and related sponsor roles. The firm is SEC-registered since 2014 and is organized as a limited liability company with domestic ownership. Its operating model centers on originating, managing and servicing closed-end and open-end real estate funds and a smaller set of private equity vehicles. Being a sponsor and managing member of pooled vehicles, Southocean performs both capital allocation and operational oversight for the funds it manages.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • DAVID HORVITZ

    Chairman of the Board & CEOCRD 6338693

  • LISA GIOVANNELLI

    Chief Compliance OfficerCRD 4420569

Contacts

3 of 3
  • LORRAINE ESTRADA

    Fund ControllerCRD 6284281

  • LINDA ROTH

    Board MemberCRD 6338760

  • TIMOTHY BANNON

    Executive Manager DirectorCRD 6338697

Wealth teams

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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

Fort Lauderdale, FL

BROWARD

Location

Fort Lauderdale, FL

Headquartered in Fort Lauderdale, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
BROWARD
Address
401 E Las Olas Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth