MSOUTH EQUITY PARTNERS, LLC
Firm details
- Headquarters
- Atlanta, Georgia
- CRD number
- 157601
- Registered since
- March 30, 2012
- Website
- www.msouth.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Msouth Equity Partners, LLC is a private equity manager organized as an LLC and registered with the SEC since 2012. The firm serves institutional clients and conducts investment activity primarily through pooled investment vehicles where it performs portfolio management. It operates in sponsor and general partner roles and serves as managing member for the funds it runs rather than acting as a broad capital allocator to other strategies. Fees are a combination of an asset-based charge and performance-linked compensation. The firm does not identify as an active ESG investor and is not structured as a multi-state adviser. Ownership is reported as a mix of a domestic entity and an individual.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2DINA CLEMENTS
Chief Compliance OfficerCRD 5903688
WANDA MORGAN
Chief Financial OfficerCRD 5925288
Contacts
3 of 8MARK FEIDLER
PartnerCRD 5178436
BARRY BONIFACE
PartnerCRD 2096933
MICHAEL LONG
PartnerCRD 4369639
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Atlanta, GA
FULTON
Location
Atlanta, GA
Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- FULTON
- Address
- 2 3050 Peachtree Rd
- Time zone
- ET (UTC-5)
- Office locations
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