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Southocean Capital Partners, LLC

● SEC registered since 2014CRD 171580SEC# 801-80327Ft. Lauderdale, FL
Export (members)
Ranks #3,706 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$575.3M
Fund GAV
$575.3M
Private funds
17
Employees
8
Accounts
17
Location
Ft. Lauderdale, FL

Southocean Capital Partners, LLC assets under management

Southocean Capital Partners, LLC is an SEC-registered investment adviser based in Ft. Lauderdale, FL. The firm has been registered since 2014. It reports $575.3 million in regulatory assets under management and employs 8 people. Southocean Capital Partners, LLC manages 17 private funds with combined gross assets of $575.3 million, including Southocean Real Estate Partners V, LLC. By regulatory assets, it ranks 3,706 of 6,004 private fund managers.

Southocean Capital Partners, LLC private funds

17 funds · $575.3M GAV
FundTypeGross assetsMin.
Southocean Real Estate Partners V, LLCReal Estate$170.3M$1M
Southocean Real Estate Partners VI, LLCReal Estate$153.7M$1M
Southocean Real Estate Partners II, LLCReal Estate$48.1M$1M
Southocean Real Estate Partners IV, LLCReal Estate$35M$1M
So Boulder Holdings, LLCReal Estate$30.7M$100K
Southocean Real Estate Partners III, LLCReal Estate$28.8M$1M
So V Vero & I-Drive Co-Invest, LLCReal Estate$23.9M$100K
Psh Co-Invest, LLCReal Estate$22.4M$28K
Socp Nr Partners, LLCReal Estate$19.5M$100K
So VI Sunset Key Co-Invest, LLCReal Estate$16M$1M
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Southocean Capital Partners, LLC owners & executives

24 reported
NameTitleOwnershipSince
David William Horvitz ControlManaging Director, Chairman & TreasurerUnder 5%2014
Hrc Investments, LLC ControlManaging Member50-75%2017
Linda Horvitz Roth ControlBoard MemberUnder 5%2024
Lisa Marie GiovannelliChief Compliance OfficerUnder 5%2020
Lorraine Gomez EstradaVice President & SecretaryUnder 5%2023
S&c Reynolds Holdings, LLCMember10-25%2025
Timothy Edward Bannon ControlManaging Director, President & Ceo25-50%2014
Courtney Reynolds ControlMember50-75%2022
David W. Horvitz 1991 Trust; U/T/D 3/25/91, As Amended and Restated ControlMember50-75%2014
David William Horvitz ControlManager2014
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Frequently asked questions

How much does Southocean Capital Partners, LLC manage?

Southocean Capital Partners, LLC reports $575.3 million in regulatory assets under management on its Form ADV.

How many private funds does Southocean Capital Partners, LLC manage?

Southocean Capital Partners, LLC manages 17 private funds with combined gross assets of $575.3 million.

How many employees does Southocean Capital Partners, LLC have?

Southocean Capital Partners, LLC reports 8 employees.

Where is Southocean Capital Partners, LLC located?

Southocean Capital Partners, LLC is based in Ft. Lauderdale, FL and has been SEC-registered since 2014.

Does Southocean Capital Partners, LLC disclose fund performance?

Southocean Capital Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address401 E. Las Olas Blvd., Suite 2220, Ft. Lauderdale, FL 33301
Phone954-331-0109
Fax954-523-9594
Office hours8:30-5:00
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Regulatory AUM

$575.3M▼ 10%
Mar '25 — $641.7MApr '25 — $641.7MMay '25 — $641.7MJun '25 — $641.7MJul '25 — $641.7MAug '25 — $641.7MSep '25 — $641.7MOct '25 — $641.7MNov '25 — $641.7MDec '25 — $641.7MJan '26 — $641.7MFeb '26 — $641.7MMar '26 — $575.3MApr '26 — $575.3MMay '26 — $575.3MJun '26 — $575.3M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 45%
Larger than 55% of 16,271 advisers
AUM vs fund managersTop 62%
Larger than 38% of 6,004 private-fund managers
Number of fundsTop 14%
More funds than 86% of fund managers
EmployeesTop 47%
More than 53% of 16,825 advisers

Assets under management

$575.3Mregulatory AUM
Discretionary $575.3M

Fund type mix

Real Estate16
Private Equity1

Service providers