SEC Form ADV

SOUTHERN EQUITY ADVISORS LLC

Firm profile: Southern Equity — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserVIVenture CapitalPrivate Equity
$788.1M
Assets Under Management
13
Total Clients
2
Employees
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Registration Details

Accession
CRD-330821
Location
ST. THOMAS, VI
Filing Date
March 20, 2026
AUM
$788.1M
Total Clients
13
Institutional Clients
7
Employees
2
Amendment
No

Client Types

HNW IndividualsPooled Investment VehiclesCorporationsOther

Investment Strategies

Venture CapitalPrivate EquityHedge Fund

Private Funds

5 private funds reported on Form ADV Schedule D 7.B.1, $210.7M in combined gross assets.

  • DCMFHedge FundMaster Fund$139.4M
  • SEDGOther Private Fund$25.0M
  • SENERGYPrivate Equity Fund$23.6M
  • TSCFIVenture Capital Fund$19.7M
  • SEVFIIVenture Capital Fund$3.0M

About this Adviser

SOUTHERN EQUITY ADVISORS LLC is a registered investment adviser headquartered in ST. THOMAS, VI, managing approximately $788.1M in assets across 13 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.