Southeast Capital Management Ltd

RIASEC Registered
Total AUM
$32K
Discretionary
$32K
100% of AUM
Avg account
$16K
Accounts
2
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
334751
Registered since
September 29, 2025
Fee structure
Percentage of AUM
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Southeast Capital Management Ltd is an independent registered investment adviser organized as a corporation and owned by an individual. The firm registered with the SEC in 2025. It focuses on managing pooled investment vehicles and serves an institutional client base on a percentage-of-AUM fee model. Southeast Capital Management Ltd also functions as sponsor, general partner and managing member of the pooled vehicles it oversees, positioning the firm as both manager and vehicle sponsor rather than a pure third‑party allocator. The firm is not characterized as an active ESG investor, and it does not list multi‑state adviser status, pension consulting or related‑adviser affiliations in the provided data.

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

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Contacts

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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

, null

Location

, null

Headquartered in , null.

Office locations

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