Southern Equity Advisors LLC
● SEC registered since 2024CRD 330821SEC# 801-130324St. Thomas, VI
Ranks #3,306 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$788.1M
Fund GAV
$210.7M
Private funds
5
Employees
2
Accounts
13
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 $788.1 million in regulatory assets under management and employs 2 people. Southern Equity Advisors LLC manages 5 private funds with combined gross assets of $210.7 million, including Dcmf. By regulatory assets, it ranks 3,306 of 6,004 private fund managers.
Southern Equity Advisors LLC private funds
5 funds · $210.7M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Dcmf | Hedge | $139.4M | $1M |
| Sedg | Other Private | $25M | $1M |
| Senergy | Private Equity | $23.6M | $1M |
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Join to unlock · $37/moSouthern Equity Advisors LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Allen Nance Control | Managing Member & Cco | Over 75% | 2024 |
Frequently asked questions
How much does Southern Equity Advisors LLC manage?
Southern Equity Advisors LLC reports $788.1 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 5 private funds with combined gross assets of $210.7 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
| Address | 5093 Dronningen's Gade, Suite 5, St. Thomas, VI 00802 |
| Phone | 877-240-9233 |
| Office hours | 9:00a.m. To 4:00p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Umbrella registration | Yes |
| Discloses disciplinary history | No |
Regulatory AUM
$788.1M▲ 44%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 38%
Larger than 62% of 16,271 advisers
AUM vs fund managersTop 55%
Larger than 45% of 6,004 private-fund managers
Number of fundsTop 40%
More funds than 60% of fund managers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$788.1Mregulatory AUM
Discretionary $788.1M
Fund type mix
Venture Capital2
Other Private1
Hedge1
Private Equity1
Service providers
Auditor
Custodian
Administrator