SOUTH HARBOR MANAGEMENT LLC

Exempt Reporting AdvisorFINRA MemberEst. 2021
Total AUM
Accounts
0
Advisory reps
4
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
LITTLE ROCK, Arkansas
CRD number
311952
Registered since
January 11, 2021

Firm profile

FINTRX

Overview

South Harbor Management LLC is a small, owner-operated investment adviser registered with the SEC in 2021 and organized as a limited liability company. The firm functions as an active sponsor and managing member of pooled investment vehicles, with primary activity centered on a private equity vehicle it advises. Investment activity tilts toward alternatives rather than broad retail wealth-management solutions; the firm is not classified as a multi-state adviser or an ESG-focused manager and does not present itself as a capital allocator in the conventional sense. Portfolio posture is concentrated and bespoke: South Harbor structures and controls at least one private fund and uses that vehicle to access private-market opportunities. Given the firm’s direct GP and sponsor roles, expect hands-on portfolio construction, manager selection for third-party alternative exposures, and direct participation in private placements and energy-related transactions.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

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

3 of 3
  • THOMAS REILLEY

    Chief Executive OfficerCRD 2774544

  • SATYA PATEL

    Chief Operating OfficerCRD 8045649

  • KRISTINA DRINKWINE

    Chief Compliance OfficerCRD 8052849

Contacts

1 of 1
  • VIJAYA PALANISWAMY

    PartnerCRD 8045648

Wealth teams

FINTRX

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

LITTLE ROCK, AR

PULASKI

Location

LITTLE ROCK, AR

Headquartered in LITTLE ROCK, AR, anchoring the Little Rock-North Little Rock, AR metro in the South.

Metro area
Little Rock-North Little Rock, AR
Region
South
County
PULASKI
Address
425 W Capitol Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth