SOUTHLAND EQUITY PARTNERS, LLC.
Adviser information for SOUTHLAND EQUITY PARTNERS, LLC. last updated from Form ADV on October 30th, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Virginia, United States |
Employees
| Total Number of Employees | 21 |
|---|---|
| Investment Advisory/Research | 20 |
| Registered Broker-Dealer Representatives | 14 |
| Registered State Investment Advisers | 21 |
| Licensed Agents of an Insurance Company | 20 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 2,369 | $476.8M |
| Non-Discretionary | 113 | $28.3M |
| Total | 2,482 | $505.1M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 2,479 | $480.3M |
| HNW Individuals | 3 | $24.8M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 12 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 11-25 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers)CONSULTING SERVICES |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-71977 |
|---|---|
| SEC ERA File Number | 801-71977 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 154481 |
| Legal Entity Identifier | None |
Principal Office
1443 WESTHAMPTON VIEW LANEWILDWOOD
MO
United States
Monday - Friday, 9:00AM - 4:30PM
Tel: 770.998.5879, Fax: 770.992.2190
Chief Compliance Officer
PETER KRUSSEL
1443 WESTHAMPTON VIEW LANE
WILDWOOD
MO
United States
Tel:
770 998 5879
Fax:
770 992 2190
P*******@**************M
(Full email address available in API data)
Industry Affiliates
| INSURANCE AGENCY | Insurance company or agency |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| ANTROBIUS, ERIC, DAVID | Individual | – | MANAGING MEMBER | 06/2010 | > 75% |
| KRUSSEL, PETER | Individual | – | CHIEF COMPLIANCE OFFICER | 03/2011 | < 5% |