Southern Equity Advisors LLC
Firm details
- Headquarters
- St Thomas, VI
- CRD number
- 330821
- Registered since
- May 22, 2024
- Website
- southernequity.com
- Fee structure
- Percentage of AUM, Hourly Charges, Performance Based Fees
- Client types
- HNWI46.48%
- Pooled Investment Vehicles26.99%
- Other22.71%
- Corporations / Businesses3.82%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Southern Equity Advisors LLC is a privately owned limited liability company that began SEC registration in 2024. The firm operates as a multi-strategy manager, combining hedge fund, private equity and venture capital activities and serving both individual/family and institutional clients. Compensation is layered: percentage-of-AUM fees are used alongside hourly charges and performance-based fees, which aligns with its role as both advisor and sponsor of pooled vehicles. Advisory services center on discretionary portfolio management for individuals and small businesses, pooled investment vehicles, and businesses or institutions. Southern Equity also functions in sponsor and general partner roles for pooled vehicles, reflecting its active involvement in structuring and managing third‑party and proprietary funds. The firm does not identify as an active ESG investor and does not operate as a multi-state adviser.
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
Asset composition
- Other95%
- Cash & Cash Equivalents5%
Contacts
1 of 1
Allen Nance
PresidentCRD 7818243
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
St Thomas, VI
Location
St Thomas, VI
Headquartered in St Thomas, VI.
- Address
- 5093 Dronningens Gade
- Office locations
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