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SOUTHLAND EQUITY PARTNERS, LLC.

CRD No. 154481 | Insurance Adviser, RIA/Wealth Manager | Last Form ADV Filed on 01 Apr 2024 | Registration: SEC
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SOUTHLAND EQUITY PARTNERS, LLC. filed its most recent ADV on April 01, 2024. The firm disclosed $636.44 M in assets. Its largest client type are individuals (other than high net worth individuals) and the firm attributes 88.64% of its AUM to individuals (other than high net worth individuals). It disclosed 22 employees and 2,714 accounts in its latest filing.

Identifying Information
CRD No.
154481
Latest Filing
01 Apr 2024
SEC No.
801-71977
Form of Organization
Limited Liability Company
Legal Domicile
VA, United States
Registration
SEC
Contact Details
Phone
000-000-0000
Fax
000-000-0000
Company Information
Large Advisory Firm - AUM > $100m or (AUM > $90m & registered with SEC)
Client Type Type Clients AUM
Individuals (other than high net worth individuals) 000 $0,000,000,000
High net worth individuals 000 $0,000,000,000
Client Type with highest AUM
Individuals (other than high net worth individuals)
Proportion of Hedge Funds (by Gross Asset Value)
0%
Last change in no. of employees in an advisory capacity
4 %
Last change in AUM (Annualized)
25 %
Total Reg. AUM $636,443,384
Discretionary $603,531,217
Non-Discretionary $32,912,167
$636.4M
Employee Strength 22
22
No. of Accounts 2,714
Discretionary 2,611
Non-Discretionary 103
2.714K

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Direct Owners
KRUSSEL, PETER
CHIEF COMPLIANCE OFFICER (less than 5%)
ANTROBIUS, ERIC, DAVID
MANAGING MEMBER (75% or more)

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