MSOUTH EQUITY PARTNERS, LLC
Adviser information for MSOUTH EQUITY PARTNERS, LLC last updated from Form ADV on March 28th, 2024. 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 | Delaware, United States |
Employees
| Total Number of Employees | 20 |
|---|---|
| Investment Advisory/Research | 15 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 3 | $1.6B |
| Non-Discretionary | 0 | $0 |
| Total | 3 | $1.6B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 3 | $1.6B |
| 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 | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-73504 |
|---|---|
| SEC ERA File Number | 801-73504 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 157601 |
| Legal Entity Identifier | None |
Principal Office
TWO BUCKHEAD PLAZA, 3050 PEACHTREE ROAD NWSUITE 550
ATLANTA
GA
United States
Monday - Friday, 8 AM - 5 PM
Tel: 404-816-3255, Fax: 404-816-3258
Chief Compliance Officer
DINA CLEMENTS
140E. 45TH STREET, 29TH FLOOR
2 GRAND CENTRAL TOWER
NEW YORK
NY
United States
Tel:
3322624620
D************@************M
(Full email address available in API data)
Regulatory Contact
PETER PETTIT
MANAGER/MEMBER/PRINCIPAL
TWO BUCKHEAD PLAZA, 3050 PEACHTREE ROAD
SUITE 550
ATLANTA
GA
United States
Tel:
404-816-3255
Fax:
404-816-3258
P******@*********M
(Full email address available in API data)
Industry Affiliates
| MSOUTH EQUITY PARTNERS II GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| MSOUTH EQUITY PARTNERS III GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| MSOUTH EQUITY PARTNERS IV GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| MSOUTH EQUITY PARTNERS II, LP | Private Equity Fund | $1.3M | $5.0M | 44 |
| MSOUTH EQUITY PARTNERS III, LP | Private Equity Fund | $151.3M | $5.0M | 68 |
| MSOUTH EQUITY PARTNERS IV, LP | Private Equity Fund | $1,253.8M | $5.0M | 103 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MORGAN, WANDA, RICKS | Individual | – | CHIEF FINANCIAL OFFICER | 07/2008 | < 5% |
| LONG, MICHAEL, DAVID | Individual | – | PRINCIPAL | 04/2008 | 10-25% |
| FEIDLER, MARK, LAWRENCE | Individual | – | PRINCIPAL | 04/2008 | 10-25% |
| PETTIT, PETER, S | Individual | – | PRINCIPAL | 04/2008 | 10-25% |
| BONIFACE, BARRY, LEE | Individual | – | PRINCIPAL | 05/2012 | 10-25% |
| STUBBS, CHARLES, JAMES | Individual | – | PRINCIPAL | 09/2015 | 10-25% |
| CAMPBELL, DANIEL, EMMETT | Individual | – | PRINCIPAL | 07/2018 | 10-25% |
| MSOUTH MANAGEMENT HOLDINGS, L.P. | Domestic Entity | – | MANAGING MEMBER | 05/2019 | > 75% |
| MSOUTH SUPER TOPCO, L.P. | Domestic Entity | MSOUTH MANAGEMENT HOLDINGS, L.P. | GENERAL PARTNER | 05/2019 | > 75% |
| MSOUTH GROUP GP, LLC | Domestic Entity | MSOUTH SUPER TOPCO, L.P. | GENERAL PARTNER | 05/2019 | > 75% |
| Hauser, Anthony, M | Individual | – | PRINCIPAL | 06/2019 | 5-10% |
| BACON JR, DAVID, F. | Individual | – | PRINCIPAL | 04/2020 | 5-10% |
| CLEMENTS, DINA, VICTOROVNA | Individual | – | CHIEF COMPLIANCE OFFICER | 03/2024 | < 5% |