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| Happy Holidays!! thanks for using AUM13F!! |
| Southland Equity Partners LLC
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| CRD # | 154481 |
| SEC # | 801-71977 |
| CIK # | 0002006517 |
| AUM | $785.3 M (2025-03-27) |
| Employees | 22 (95% Investors, 55% Brokers) |
| Phone | 770-998-5879 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 25.8 | ||
| Procter & Gamble Co | 7.5 | ||
| McDonalds Corp | 6.1 | ||
| Amazon Com Inc | 5.2 | ||
| AbbVie Inc | 5.2 | ||
| Microsoft Corp | 5.0 | ||
| J P Morgan Chase & Co | 4.1 | ||
| Johnson & Johnson | 3.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,680 | 611.7 |
| (b) Individuals (high net worth individuals) | 16 | 173.6 |
| (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 | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,680 | 785.3 |
| By Discretionary | ||
| Discretionary | 2,676 | 785.3 |
| Non-Discretionary | 4 | 0.0 |
| Total | 2,680 | 785.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 785.3 | |
| Total | 2,680 | 785.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002006517] |
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|---|---|---|
|
Harbor Advisors LLC
✚
|
FL | 0.8 |
|
Atlantic Private Wealth LLC
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|
NC | 0.8 |
|
P J Schmidt Investment Management Inc
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|
WI | 0.8 |
|
Sage Rhino Capital LLC
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|
CA | 0.8 |
|
Consilium Wealth Management LLC
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|
CA | 0.8 |
|
Radnor Capital Management LLC
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|
PA | 0.8 |
|
The Rice Partnership LLC
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|
HI | 0.8 |
|
MRAZ Amerine & Associates Inc
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|
CA | 0.8 |
|
Gilman Hill Asset Management LLC
✚
|
CT | 0.8 |
|
Beverly Hills Private Wealth LLC
✚
|
CA | 0.8 |