50 SOUTH CAPITAL ADVISORS, LLC

Adviser information for 50 SOUTH CAPITAL ADVISORS, 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 54
Investment Advisory/Research 34
Registered Broker-Dealer Representatives 9
Registered State Investment Advisers 0
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 2

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 121 $12.0B
Non-Discretionary 0 $0
Total 121 $12.0B

Clients

Type Number RAUM
Individuals 0 $0
HNW Individuals 0 $0
Banking or thrift institutions 0 $0
Investment companies 1 $331.8M
Business development companies 0 $0
Pooled investment vehicles 111 $10.8B
Pension and profit sharing plans <5 $402.4M
Charitable organizations <5 $49.1M
State or municipal gov entities <5 $136.0M
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions <5 $155.2M
Corporations or other businesses <5 $64.2M
Other 0 $0
Type Number
No. of Non-RAUM Clients 2
No. of Non-U.S. Clients 22

Services

Advisory Services Portfolio management for investment companiesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers)
Compensation % of AUMFixed feesPerformance-based fees
Other Business Activities Commodity pool operator or commodity trading advisor

Identifiers

SEC RIA File Number 801-81046
SEC ERA File Number 801-81046
SEC CIK Numbers None
SEC CRD Numbers 174762
Legal Entity Identifier 549300EGVZN0IKLYIP90

Principal Office

50 S LASALLE STREET
CHICAGO
IL
United States
Monday - Friday, 8:00 AM - 5:00 PM
Tel: 312-557-1998, Fax: None

Chief Compliance Officer

ANTONIO MUINOS
CHIEF COMPLIANCE OFFICER
300 ATLANTIC STREET
STAMFORD
CT
United States
Tel: 203-351-8704
(Full email address available in API data)

Regulatory Contact

RONI KOPERA
VICE PRESIDENT
50 S LASALLE ST
CHICAGO
IL
United States
Tel: 312-557-1998
(Full email address available in API data)

Industry Affiliates

1818 CO-INVESTMENT FUND GP, L.P. Sponsor, GP, manager of pooled investment vehicles
1889 GROWTH FUND GP, L.P. Sponsor, GP, manager of pooled investment vehicles
50 SOUTH CAPITAL (CAYMAN) GP, L.P. Sponsor, GP, manager of pooled investment vehicles
DIRECT CO-INVESTMENT FUND GP, L.P. Sponsor, GP, manager of pooled investment vehicles
DISTRESSED CREDIT OPPORTUNITIES FUND GP, L.P. Sponsor, GP, manager of pooled investment vehicles
DIVERSIFIED G.P. Sponsor, GP, manager of pooled investment vehicles
GLOBAL VENTURE CAPITAL OPPORTUNITIES II GP, L.P. Sponsor, GP, manager of pooled investment vehicles
NORTHERN TRUST Banking or thrift institutionTrust company
NORTHERN TRUST ASSET MANAGEMENT AUSTRALIA PTY LTD Other investment adviser, including financial planners
NORTHERN TRUST FUND MANAGERS (IRELAND) LIMITED Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
NORTHERN TRUST GLOBAL INVESTMENTS JAPAN, K.K. Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
NORTHERN TRUST GLOBAL INVESTMENTS LTD Other investment adviser, including financial planners
NORTHERN TRUST INVESTMENTS, INCORPORATED Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorBanking or thrift institutionTrust companySponsor, GP, manager of pooled investment vehicles
NORTHERN TRUST SECURITIES, INC Broker-dealer, municipal securities dealer, or gov securities broker or dealerOther investment adviser, including financial plannersCommodity pool operator or commodity trading advisor
NT GLOBAL ADVISORS, INC Other investment adviser, including financial planners
PESOF V GP, L.P. Sponsor, GP, manager of pooled investment vehicles
PRIVATE EQUITY CORE FUND X GP, L.P. Sponsor, GP, manager of pooled investment vehicles
PRIVATE EQUITY CORE FUND XI GP, L.P. Sponsor, GP, manager of pooled investment vehicles
THE NORTHERN TRUST COMPANY OF HONG KONG LIMITED Other investment adviser, including financial planners

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
ALPHA CORE STRATEGIES FEEDER FUND Hedge Fund $44.8M $0.1M 45
ALPHA CORE STRATEGIES FEEDER FUND, Q.P. Hedge Fund $243.4M $0.1M 116
BUYOUT (NON U.S.) CORE FUND III, L.P. Private Equity Fund $14.1M $0.0M 5
BUYOUT (NON U.S.) CORE FUND IV, L.P Private Equity Fund $9.2M $0.0M 3
BUYOUT (NON U.S) CORE FUND V, L.P Private Equity Fund $22.6M $0.0M 8
BUYOUT (U.S.) CORE FUND IV, L.P Private Equity Fund $64.3M $0.0M 4
BUYOUT (U.S.) CORE FUND V, L.P Private Equity Fund $63.6M $0.0M 14
BUYOUT (U.S) CORE FUND III, L.P. Private Equity Fund $17.4M $0.0M 3
BUYOUT CORE FUND IX, L.P. Private Equity Fund $500.8M $0.0M 9
BUYOUT CORE FUND VI, L.P. Private Equity Fund $335.5M $0.0M 8
BUYOUT CORE FUND VII, L.P. Private Equity Fund $449.7M $0.3M 10
BUYOUT CORE FUND VIII, L.P. Private Equity Fund $544.8M $0.0M 9
BUYOUT CORE FUND X, L.P. Private Equity Fund $668.1M $0.0M 18
BUYOUT CORE FUND XI, L.P. Private Equity Fund $304.7M $0.0M 3
CREDIT ALTERNATIVES FUND, LLC Hedge Fund $263.4M $1.0M 143
CREDIT ALTERNATIVES FUND, LTD Hedge Fund $58.5M $1.0M 14
DATUM ONE AIV, L.P. Private Equity Fund $7.3M $0.0M 17
DATUM ONE, L.P. Private Equity Fund $430.2M $0.0M 49
DIRECT CO-INVESTMENT FUND (OFFSHORE), L.P. Private Equity Fund $43.7M $0.0M 8
DIRECT CO-INVESTMENT FUND, L.P. Private Equity Fund $170.9M $0.0M 46
DISTRESSED CREDIT OPPORTUNITIES FUND, L.P. Private Equity Fund $88.2M $0.0M 19
DIVERSIFIED CORE STRATEGIES FUND, LLC Hedge Fund $151.7M $0.3M 119
DIVERSIFIED CORE STRATEGIES FUND, LTD Hedge Fund $97.7M $0.3M 24
DIVERSIFIED CORE STRATEGIES MASTER FUND, L.P. Hedge Fund $247.7M $0.3M 2
EMPLOYEE CORE FUND II, LLC Private Equity Fund $0.3M $0.3M 5
EMPLOYEE CORE FUND III, LLC Private Equity Fund $0.8M $0.3M 5
EMPLOYEE CORE FUND IV, LLC Private Equity Fund $2.7M $0.3M 5
FUND IX A, L.P. Private Equity Fund $116.6M $0.0M 3
FUND IX B, L.P. Private Equity Fund $150.2M $0.0M 2
GLOBAL VENTURE CAPITAL OPPORTUNITIES II, L.P. Private Equity Fund $387.6M $0.0M 147
GLOBAL VENTURE CAPITAL OPPORTUNITIES, L.P. Private Equity Fund $317.8M $0.0M 32
INDIANA NEXT LEVEL FUND, L.P. Private Equity Fund $261.1M $0.0M 7
INSTITUTIONAL SELECT FUND, LTD Hedge Fund $116.2M $5.0M 6
NEW ASIA GROWTH, L.P. Private Equity Fund $122.0M $0.0M 17
NICKEL FSC CUSTOM FUND, L.P. Private Equity Fund $85.6M $0.0M 2
PECF X A, L.P. Private Equity Fund $95.6M $0.0M 2
PECF X B, L.P. Private Equity Fund $123.9M $0.0M 2
PECF XI A, L.P. Private Equity Fund $95.6M $0.0M 2
PECF XI B, L.P. Private Equity Fund $123.9M $0.0M 2
PESOF IEQ CO-INVESTMENT FUND, L.P. Private Equity Fund $114.7M $0.0M 3
PESOF IV A, L.P. Private Equity Fund $674.2M $0.0M 2
PESOF IV B, L.P. Private Equity Fund $921.4M $0.0M 2
PESOF V A, L.P. Private Equity Fund $106.1M $0.0M 2
PESOF V B, L.P. Private Equity Fund $106.1M $0.0M 2
PRIVATE ASSETS R, L.P. Private Equity Fund $196.0M $0.0M 4
PRIVATE ASSETS SELECT E, L.P. Private Equity Fund $21.1M $0.0M 4
PRIVATE ASSETS SELECT L, L.P. Private Equity Fund $80.2M $0.0M 17
PRIVATE EQUITY CORE FUND (QP) II, L.P. Private Equity Fund $10.0M $0.0M 127
PRIVATE EQUITY CORE FUND (QP) III, L.P. Private Equity Fund $46.4M $0.0M 239
PRIVATE EQUITY CORE FUND (QP) IV, L.P. Private Equity Fund $100.9M $0.0M 152
PRIVATE EQUITY CORE FUND (QP) IX (OFFSHORE) L.P. Private Equity Fund $137.5M $0.0M 25
PRIVATE EQUITY CORE FUND (QP) IX, L.P. Private Equity Fund $644.1M $0.0M 324
PRIVATE EQUITY CORE FUND (QP) V, L.P. Private Equity Fund $148.5M $0.0M 268
PRIVATE EQUITY CORE FUND (QP) VI, L.P. Private Equity Fund $499.7M $0.0M 382
PRIVATE EQUITY CORE FUND (QP) VII (OFFSHORE), L.P. Private Equity Fund $182.8M $0.3M 37
PRIVATE EQUITY CORE FUND (QP) VII, L.P. Private Equity Fund $615.4M $0.3M 351
PRIVATE EQUITY CORE FUND (QP) VIII (OFFSHORE), L.P. Private Equity Fund $139.8M $0.0M 32
PRIVATE EQUITY CORE FUND (QP) VIII, L.P. Private Equity Fund $718.5M $0.0M 287
PRIVATE EQUITY CORE FUND II, L.P Private Equity Fund $2.8M $0.0M 57
PRIVATE EQUITY CORE FUND III, L.P. Private Equity Fund $10.8M $0.0M 66
PRIVATE EQUITY CORE FUND IV - H2 HOLDINGS L.L.C. Private Equity Fund $1.6M $0.0M 1
PRIVATE EQUITY CORE FUND IV, L.P. Private Equity Fund $21.1M $0.0M 36
PRIVATE EQUITY CORE FUND IX - H2 FUND VI HOLDINGS LLC Private Equity Fund $9.9M $0.0M 1
PRIVATE EQUITY CORE FUND IX, L.P. Private Equity Fund $56.9M $0.0M 70
PRIVATE EQUITY CORE FUND V, L.P. Private Equity Fund $55.2M $0.0M 71
PRIVATE EQUITY CORE FUND VI - H2 FUND V HOLDINGS LLC Private Equity Fund $23.8M $0.0M 1
PRIVATE EQUITY CORE FUND VI - TORQX FUND I HOLDINGS LLC Private Equity Fund $22.8M $0.0M 1
PRIVATE EQUITY CORE FUND VI, L.P. Private Equity Fund $112.1M $0.0M 99
PRIVATE EQUITY CORE FUND VII, L.P. Private Equity Fund $87.2M $0.3M 70
PRIVATE EQUITY CORE FUND VIII, L.P. Private Equity Fund $74.8M $0.5M 71
PRIVATE EQUITY CORE FUND X (OFFSHORE), L.P. Private Equity Fund $267.7M $0.0M 50
PRIVATE EQUITY CORE FUND X, L.P. Private Equity Fund $850.4M $0.0M 461
PRIVATE EQUITY CORE FUND XI (OFFSHORE), L.P. Private Equity Fund $130.2M $0.0M 27
PRIVATE EQUITY CORE FUND XI, L.P. Private Equity Fund $399.6M $0.0M 173
PRIVATE EQUITY STRATEGIC OPPORTUNITIES FUND I, L.P. Private Equity Fund $8.3M $0.0M 19
PRIVATE EQUITY STRATEGIC OPPORTUNITIES FUND II A, L.P. Private Equity Fund $3.6M $0.0M 4
PRIVATE EQUITY STRATEGIC OPPORTUNITIES FUND II B, L.P. Private Equity Fund $3.5M $0.0M 2
PRIVATE EQUITY STRATEGIC OPPORTUNITIES FUND II, L.P. Private Equity Fund $23.1M $0.0M 94
PRIVATE EQUITY STRATEGIC OPPORTUNITIES FUND III (OFFSHORE), L.P. Private Equity Fund $45.5M $0.0M 15
PRIVATE EQUITY STRATEGIC OPPORTUNITIES FUND III B, L.P. Private Equity Fund $106.3M $0.3M 2
PRIVATE EQUITY STRATEGIC OPPORTUNITIES FUND III C, L.P. Private Equity Fund $115.9M $0.0M 4
PRIVATE EQUITY STRATEGIC OPPORTUNITIES FUND III D, L.P. Private Equity Fund $140.5M $0.0M 2
PRIVATE EQUITY STRATEGIC OPPORTUNITIES FUND III, A, L.P. Private Equity Fund $96.8M $0.3M 4
PRIVATE EQUITY STRATEGIC OPPORTUNITIES FUND III, L.P. Private Equity Fund $294.0M $0.0M 249
PRIVATE EQUITY STRATEGIC OPPORTUNITIES FUND IV (OFFSHORE), L.P. Private Equity Fund $176.4M $0.0M 41
PRIVATE EQUITY STRATEGIC OPPORTUNITIES FUND IV, L.P. Private Equity Fund $835.6M $0.0M 453
PRIVATE EQUITY STRATEGIC OPPORTUNITIES FUND V (OFFSHORE), L.P. Private Equity Fund $49.5M $0.0M 35
PRIVATE EQUITY STRATEGIC OPPORTUNITIES FUND V, L.P. Private Equity Fund $291.2M $0.0M 354
SBCF - A, L.P. Private Equity Fund $0.0M $0.0M 1
SBCF II-A, L.P. Private Equity Fund $0.0M $0.0M 1
SBCF II-B, L.P. Private Equity Fund $0.0M $0.0M 1
SPONSOR BACKED CREDIT FEEDER II, L.P. Private Equity Fund $230.5M $0.0M 13
SPONSOR BACKED CREDIT FEEDER, L.P. Private Equity Fund $84.6M $0.0M 9
SPONSOR BACKED CREDIT FUND - B (CAYMAN), L.P. Private Equity Fund $63.0M $0.0M 1
SPONSOR BACKED CREDIT FUND - B, LLC Private Equity Fund $72.3M $0.0M 1
SPONSOR BACKED CREDIT FUND II -B, LLC Private Equity Fund $293.5M $0.0M 1
SPONSOR BACKED CREDIT FUND II- B (CAYMAN), L.P. Private Equity Fund $30.6M $0.0M 1
SPONSOR BACKED CREDIT FUND II, L.P. Private Equity Fund $705.7M $0.0M 57
SPONSOR BACKED CREDIT FUND, L.P. Private Equity Fund $240.0M $0.0M 29
STRATEGIC OPPORTUNITIES EMPLOYEE FUND I, LLC Private Equity Fund $0.3M $0.0M 4
TACOPPS FEEDER FUND I (OFFSHORE), L.P. Private Equity Fund $49.2M $0.0M 59
TACOPPS FEEDER FUND I, L.P. Private Equity Fund $341.5M $0.0M 505
VENTURE CORE FUND III, L.P. Private Equity Fund $18.2M $0.0M 3
VENTURE CORE FUND IV, L.P. Private Equity Fund $69.6M $0.0M 8
VENTURE CORE FUND IX, L.P. Private Equity Fund $211.9M $0.0M 20
VENTURE CORE FUND V, L.P. Private Equity Fund $134.0M $0.0M 11
VENTURE CORE FUND VI, L.P. Private Equity Fund $204.5M $0.0M 13
VENTURE CORE FUND VII, L.P. Private Equity Fund $254.4M $0.3M 11
VENTURE CORE FUND VIII, L.P. Private Equity Fund $214.5M $0.0M 8
VENTURE CORE FUND X, L.P. Private Equity Fund $242.9M $0.0M 22
VENTURE CORE FUND XI (OFFSHORE), L.P. Private Equity Fund $18.4M $0.0M 2
VENTURE CORE FUND XI, L.P. Private Equity Fund $120.5M $0.0M 5

Control Persons

Name Type Entity Title Since Ownership
MORGAN, ROBERT, PAUL Individual CHIEF EXECUTIVE OFFICER/ELECTED MANAGER 01/2015 < 5%
NORTHERN TRUST CORPORATION Domestic Entity SOLE MEMBER 01/2015 > 75%
BUTH, JEFFREY, RAY Individual CHIEF FINANCIAL OFFICER/ELECTED MANAGER 03/2019 < 5%
MCINERNEY, JOSEPH, WALLACE Individual ELECTED MANAGER 06/2021 < 5%
MANIOUDAKIS, ANGELO, GEORGE Individual ELECTED MANAGER 12/2021 < 5%
Redeker, Justin, Ryan Individual GENERAL COUNSEL 04/2022 < 5%
Kumar, Archana Individual ELECTED MANAGER 06/2022 < 5%
MUINOS, ANTONIO Individual CHIEF COMPLIANCE OFFICER 01/2023 < 5%

No. Employees, Historic

60300201920202021202220232024202533 on 7/9/201933 on 10/10/201938 on 3/30/202041 on 3/30/202141 on 5/10/202141 on 6/3/202141 on 6/30/202141 on 8/9/202141 on 12/16/202143 on 3/31/202243 on 5/31/202243 on 7/13/202243 on 1/20/202343 on 2/7/202350 on 3/30/202354 on 3/28/2024

RAUM, Historic

20B10B020192020202120222023202420258602595304 on 7/9/20198602595304 on 10/10/20196418474953 on 3/30/20207997415974 on 3/30/20217997415974 on 5/10/20217997415974 on 6/3/20217997415974 on 6/30/20217997415974 on 8/9/20217997415974 on 12/16/20219864923650 on 3/31/20229864923650 on 5/31/20229864923650 on 7/13/20229864923650 on 1/20/20239864923650 on 2/7/202312071954677 on 3/30/202311954698003 on 3/28/2024

No. Clients, Historic

2001000201920202021202220232024202576 on 7/9/201976 on 10/10/201978 on 3/30/202091 on 3/30/202191 on 5/10/202191 on 6/3/202191 on 6/30/202191 on 8/9/202191 on 12/16/2021101 on 3/31/2022101 on 5/31/2022101 on 7/13/2022101 on 1/20/2023101 on 2/7/2023101 on 3/30/2023112 on 3/28/2024