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| Southland Equity Partners LLC
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|---|---|
| CRD # | 154481 |
| SEC # | 801-71977 |
| CIK # | 0002006517 |
| AUM | 891.5 M (2026-03-31) |
| Employees | 22 (95% Investors, 55% Brokers) |
| Phone | 770-998-5879 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002006517 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 35.0 | ||
| AbbVie Inc | 7.1 | ||
| Procter & Gamble Co | 6.1 | ||
| Amazon Com Inc | 5.7 | ||
| McDonalds Corp | 5.4 | ||
| Johnson & Johnson | 5.2 | ||
| Nvidia Corp | 4.8 | ||
| J P Morgan Chase & Co | 4.7 | ||
| Microsoft Corp | 4.6 | ||
| Alphabet Inc | 4.4 | ||
| Prev | Page 1 | Next | |||
| 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 - 2026 |
|---|---|---|
| 13F-HR | [0002006517] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 12 |
| Serves | Institutional, Retail |
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|---|---|---|
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