The SOUTH STATE ADVISORY GROUP is a publicly held investment adviser that advises $5.03Bn in regulatory assets under management held in 0 SEC fund types across 1 investment strategies. SOUTH STATE ADVISORY GROUP is a SMA An SMA manager is a manager whose >=75% of total assets under management are in separately managed accounts, which are discretionary client-specific accounts rather than pooled vehicles. Manager. Assets increased by 31.76% over the last 5-years.
The Group has been registered with the SEC for 18.74 years and is comprised of 1 filing and 0 relying advisers. They operate out of 11 office locations with their Headquarters at 520 GERVAIS STREET, COLUMBIA, SOUTH CAROLINA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 38 employees comprised of 27 investment and 11 non-investment staff. The total number of Employees decreased by 5% over the last 5-years.
Their $5.03Bn in assets advised are owned by 0 private funds, 1 public fund and BDCs and 147 other accounts. Assets of High Net Worth Individuals clients own $666.58mn or 13.25% of Total Assets and Pension and Profit Sharing Plans-Private own $572.12mn or 11.37% of Total Assets.
The Group's top investment strategies include Long/Short Equity, representing 100% of total assets, respectively.
They advise 6 types of clients, top clients are High Net Worth Individuals and Pension and Profit Sharing Plans-Private.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
SOUTH STATE ADVISORY GROUP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.