The SOUTHEAST ASSET ADVISORS INC is a privately held investment adviser that advises $4.2Bn in regulatory assets under management held in 3 SEC fund types across 1 investment strategies. SOUTHEAST ASSET ADVISORS INC is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 44.71% over the last 5-years.
The Group has been registered with the SEC for 33.63 years and is comprised of 1 filing and 0 relying advisers. They operate out of 5 office locations with their Headquarters at 314 GORDON AVENUE, THOMASVILLE, GEORGIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 14 employees comprised of 6 investment and 8 non-investment staff. The total number of Employees remained the same over the last few years.
Their $4.2Bn in assets advised are owned by 7 private funds, 0 public funds and BDCs and 46 other accounts. Assets of High Net Worth Individuals clients own $2.57Bn or 61.19% of Total Assets and Charitable Organizations own $1.01Bn or 23.94% of Total Assets.
The Group's top investment strategies include Multi Strat, representing 100% of total assets, respectively.
They advise 6 types of clients, top clients are High Net Worth Individuals and Charitable Organizations.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 4 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 4 private funds with $282.35mn in assets.
The Group discloses fixed fees, management fees and performance-based fees.
SOUTHEAST ASSET ADVISORS INC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.