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Southern Equity Advisors LLC

● SEC registered since 2024CRD 330821SEC# 801-130324St. Thomas, VI
Export (members)
Ranks #3,434 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$548.4M
Fund GAV
$182.1M
Private funds
6
Employees
2
Accounts
9
Location
St. Thomas, VI

Southern Equity Advisors LLC assets under management

Southern Equity Advisors LLC is an investment advisory firm registered with the SEC based in St. Thomas, VI. The firm has been registered since 2024. It reports $548.4 million in regulatory assets under management and employs 2 people. Southern Equity Advisors LLC manages 6 private funds with combined gross assets of $182.1 million, including Dcmf. By regulatory assets, it ranks 3,434 of 5,911 private fund managers.

Southern Equity Advisors LLC private funds

6 funds · $182.1M GAV
FundTypeGross assetsMin.
DcmfHedge$135.2M$1M
SenergyPrivate Equity$23.6M$1M
TscfiVenture Capital$19.7M$1M
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Southern Equity Advisors LLC owners & executives

1 reported
NameTitleOwnershipSince
Allen Nance ControlManaging Member & CcoOver 75%2024

Frequently asked questions

How much does Southern Equity Advisors LLC manage?

Southern Equity Advisors LLC reports $548.4 million in regulatory assets under management on its Form ADV.

How many private funds does Southern Equity Advisors LLC manage?

Southern Equity Advisors LLC manages 6 private funds with combined gross assets of $182.1 million.

How many employees does Southern Equity Advisors LLC have?

Southern Equity Advisors LLC reports 2 employees.

Where is Southern Equity Advisors LLC located?

Southern Equity Advisors LLC is based in St. Thomas, VI and has been SEC-registered since 2024.

Does Southern Equity Advisors LLC disclose fund performance?

Southern Equity Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address5093 Dronningen's Gade, Suite 5, St. Thomas, VI 00802
Phone877-240-9233
Office hours9:00a.m. To 4:00p.m.
SEC regionMiami Regional Office (MIRO)
Umbrella registrationYes
Discloses disciplinary historyNo

Assets under management

Discretionary$548.4M
Non-discretionary$0
Total (RAUM)$548.4M

Service providers