MSOUTH EQUITY PARTNERS, LLC

RIASEC RegisteredEst. 2012
Total AUM
$1B
Discretionary
$1B
100% of AUM
Avg account
$502M
Accounts
2
Employees
18
Advisory reps
10

Firm details

Headquarters
Atlanta, Georgia
CRD number
157601
Registered since
March 30, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • DINA CLEMENTS

    Chief Compliance OfficerCRD 5903688

  • WANDA MORGAN

    Chief Financial OfficerCRD 5925288

Contacts

3 of 8
  • MARK FEIDLER

    PartnerCRD 5178436

  • BARRY BONIFACE

    PartnerCRD 2096933

  • MICHAEL LONG

    PartnerCRD 4369639

Unlock 5 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth