MSOUTH EQUITY PARTNERS, LLC
Latest filing: Mar 31, 2025 (107 days ago)
AUM
$1,191,634,601
-24% change vs. 1 year ago
2% change vs. 3 years ago
-40% change vs. 5 years ago
63% change vs. 10 years ago
Employee Count
19
-5% change vs. 1 year ago
-17% change vs. 3 years ago
0% change vs. 5 years ago
111% change vs. 10 years ago
Main Office
ATLANTA, GA
TWO BUCKHEAD PLAZA, 3050 PEACHTREE ROAD NW, ATLANTA, GA, UNITED STATES, 30305
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $1.2 |
| Non-Discretionary | $0.0 |
| Total | $1.2 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $1.2 |
| Institutional | $0.0 |
| Total | $1.2 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 0 | $0.0 |
| Average HNW AUM | $0 | |
| Retail Total | 0 | $0.0 |
| Average Retail AUM | $0 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.0 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 0% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 0% | $0.0 |
| Other | 0% | $0.0 |
| Total | 0% | $0.0 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| MSOUTH EQUITY PARTNERS IV GP, LLC | $0.0 | - | |
| MSOUTH EQUITY PARTNERS III GP, LLC | $0.0 | - | |
| MSOUTH EQUITY PARTNERS II GP, LLC | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
13 active
| Name | Title |
|---|---|
| MORGAN, WANDA, RICKS | CHIEF FINANCIAL OFFICER |
| LONG, MICHAEL, DAVID | PRINCIPAL |
| FEIDLER, MARK, LAWRENCE | PRINCIPAL |
| PETTIT, PETER, S | PRINCIPAL |
| BONIFACE, BARRY, LEE | PRINCIPAL |
| STUBBS, CHARLES, JAMES | PRINCIPAL |
| CAMPBELL, DANIEL, EMMETT | PRINCIPAL |
| HAUSER, ANTHONY, M | PRINCIPAL |
| BACON JR, DAVID, F. | PRINCIPAL |
| CLEMENTS, DINA, VICTOROVNA | CHIEF COMPLIANCE OFFICER |
ADVDB.CO • SOURCE: SEC
Representatives
| No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $1.2 | $0.0 | 0% | 19 | 0 | 0% |
| 2025-04-21 | $1.2 | $0.0 | 0% | 19 | 0 | 0% |
| 2024-04-02 | $1.6 | -$0.4 | -24% | 20 | -1 | -5% |
| 2023-04-04 | $1.4 | -$0.2 | -14% | 22 | -3 | -14% |
| 2022-04-01 | $1.2 | $0.0 | 2% | 23 | -4 | -17% |
| 2021-04-05 | $1.4 | -$0.2 | -17% | 19 | 0 | 0% |
| 2020-04-01 | $2.0 | -$0.8 | -40% | 19 | 0 | 0% |
| 2019-04-01 | $2.1 | -$0.9 | -43% | 15 | 4 | 27% |
| 2018-04-02 | $1.1 | $0.1 | 10% | 13 | 6 | 46% |
| 2017-04-01 | $1.1 | $0.1 | 6% | 12 | 7 | 58% |
| 2016-04-01 | $1.3 | -$0.1 | -9% | 12 | 7 | 58% |
| 2015-04-01 | $0.7 | $0.5 | 63% | 9 | 10 | 111% |
| 2014-04-01 | $0.7 | $0.4 | 59% | 9 | 10 | 111% |
| 2013-04-01 | $0.8 | $0.4 | 47% | 9 | 10 | 111% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| GA, GA-03/30/2012 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT (POOLS) |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV