The SOUTHBRIDGE ADVISORS is a privately held investment adviser that advises $384.06mn in regulatory assets under management held in 0 SEC fund types across 1 investment strategies. SOUTHBRIDGE ADVISORS 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 107.64% over the last 5-years.
The Group has been registered with the SEC for 6.64 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 533 JOHNSON FERRY ROAD SUITE 200, MARIETTA, GEORGIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 6 employees comprised of 6 investment and 0 non-investment staff. The total number of Employees remained the same over the last few years.
Their $384.06mn in assets advised are owned by 1 private fund, 0 public funds and BDCs and 19 other accounts. Assets of High Net Worth Individuals clients own $188.11mn or 48.98% of Total Assets and Pension and Profit Sharing Plans-Private own $113.39mn or 29.52% of Total Assets.
The Group's top investment strategies include Traditional LBO, representing 100% of total assets, respectively.
They advise 4 types of clients, top clients are High Net Worth Individuals and Pension and Profit Sharing Plans-Private.
The Group uses 0 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 1 private funds with $31.78mn in assets.
The Group discloses fixed fees and management fees.
SOUTHBRIDGE ADVISORS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.