SOUTH ATLANTIC CAPITAL MANAGEMENT GROUP, INC.
Firm details
- Headquarters
- WILMINGTON, North Carolina
- CRD number
- 152413
- Website
- www.southatlanticcap.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI87.94%
- Individuals7.04%
- Pooled Investment Vehicles4.59%
- Corporations / Businesses0.43%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
South Atlantic Capital Management Group, Inc. is a privately held investment adviser operating with a hedge-fund orientation and a mixed client base that includes high‑net‑worth individuals, families and institutional accounts. The firm blends discretionary portfolio management for individual and small business clients with management of pooled vehicles, acting as sponsor/GP and managing member on at least one pooled product. Its fees combine a percentage-of-assets model with performance-based compensation, consistent with running both separate managed accounts and an in‑house hedge fund. Investment activity tilts toward liquid equity exposures: the firm shows a clear preference for exchange‑traded equities as the primary building block of client portfolios. That equity focus is paired with the ability to place capital into private-market vehicles when appropriate—South Atlantic uses private equity and private placement strategies as alternative holdings, often within pooled structures the firm sponsors. The firm does not identify as an active ESG investor and is not positioned as a multi‑state adviser.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities75%
- Cash & Cash Equivalents25%
Contacts
2 of 2EDWARD NOWELL
PresidentCRD 1739617
JOHN BLAIR
Investment Adviser RepresentativeCRD 22831
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
WILMINGTON, NC
NEW HANOVER
Location
WILMINGTON, NC
Headquartered in WILMINGTON, NC, in the South of the United States.
- Region
- South
- County
- NEW HANOVER
- Address
- Lumina Sta Eastwood Rd
- Time zone
- ET (UTC-5)
- Office locations
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