The SOUTHLAND EQUITY PARTNERS, LLC. is a privately held investment adviser that advises $891.47mn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. SOUTHLAND EQUITY PARTNERS, LLC. 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 125.8% over the last 5-years.
The Group has been registered with the SEC for 15.71 years and is comprised of 1 filing and 0 relying advisers. They operate out of 13 office locations with their Headquarters at PO BOX 7323, CHARLOTTESVILLE, VIRGINIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 22 employees comprised of 21 investment and 1 non-investment staff. The total number of Employees remained the same over the last few years.
Their $891.47mn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 0 other accounts. Assets of Individuals clients own $675.92mn or 75.82% of Total Assets and High Net Worth Individuals own $215.56mn or 24.18% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 2 types of clients, top clients are Individuals and High Net Worth Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, fixed fees and management fees.
SOUTHLAND EQUITY PARTNERS, LLC. names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.