|
⚲
|
| Keyboard |
| Southern Equity Advisors LLC
✚
|
|
|---|---|
| CRD # | 330821 |
| SEC # | 801-130324 |
| CIK # | |
| AUM | 788.1 M (2026-03-20) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 877-240-9233 |
| Address | 5093 Dronningens Gade St Thomas, VI 00802 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| Other | SEDG | 2025-12-04 | 25.0 M | |
| HF | DCMF | [2024-09-04] | 97.9 M | 139.4 M |
| Filed 2025-12-04 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| PE | SEII | 2024-09-04 | 1.9 M | |
| PE | Senergy | 2024-09-04 | 23.6 M | |
| VC | Setsl | 2024-09-04 | 0.1 M | |
| VC | Sevfii | [2024-09-04] | 1.5 M | 3.0 M |
| Offered $7,300,000 · Filed 2023-12-05 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining $5,840,000 · Duration More than one year · Revenue Decline to Disclose | ||||
| VC | Tscfi | 2024-09-04 | 19.7 M | |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 3 | 366.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 7 | 212.7 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 30.1 |
| (n) Other | 1 | 179.0 |
| Total | 13 | 788.1 |
| By Discretionary | ||
| Discretionary | 13 | 788.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 13 | 788.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 788.1 | |
| Total | 13 | 788.1 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Allen Nance | Executive Officer | 12 | 2 | |
| DC Feeder GP LLC | Promoter | 1 | 1 | |
| Janet Mulroy | Executive Officer | 1 | 1 | |
| Dimension Credit LLC | Director | 1 | 1 | |
| SE Ventures Management LLC | Promoter | 1 | 1 | |
| Southern Equity Ventures LLC | Promoter | 1 | 1 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Fund Types | Hedge Fund, Private Equity |
| Comparable Firms | State | AUM |
|---|---|---|
|
Remy Investors & Consultants LLC
✚
|
CA | 887.6 M |
|
Rosemawr Management LLC
✚
|
FL | 843.6 M |
|
X-Square Capital LLC
✚
|
PR | 790.9 M |
|
Enhanced Capital Partners LLC
✚
|
LA | 785.9 M |
|
Barometer Capital Management Inc
✚
|
737.0 M | |
|
Indie Asset Partners LLC
✚
|
IN | 685.2 M |
|
Quattro Advisors LLC
✚
|
PA | 661.7 M |
|
Eldred Rock Partners LLC
✚
|
TX | 644.1 M |
|
Heritage Wealth Management Inc
✚
|
CA | 643.4 M |
|
Linepoint Partners & Co LLC
✚
|
CA | 572.1 M |