Southern Equity key facts
- Southern Equity is a family office based in Saint Thomas, Virgin Islands.
- The team roster lists 1 person.
About Southern Equity
Founded in 2008, Southern Equity is a multi-family office based in Saint Thomas, Virgin Islands. The firm seeks to invest in technology-based companies across the United States.
Southern Equity team
1 person is on record at Southern Equity. Senior names include Allen Nance (Founder). 1 of them have a verified direct contact on file.
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Southern Equity at the SEC
Form ADV · 2026-03 · CRD 330821- Regulatory AUM
- —
- Private fund assets
- $210.7M
- Private funds
- 5 · 2 venture, 1 private equity, 1 hedge, 1 other
- Staff
- 2
- Registered office
- ST. THOMAS, VI
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as SOUTHERN EQUITY ADVISORS LLC).
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Southern Equity portfolio
No portfolio companies for Southern Equity are on record yet. Positions surface from round participations, filings, and coverage.
Partners, principals, and the people who answer a pitch. Pro members reveal contacts with credits.
Frequently asked about Southern Equity
- What is Southern Equity's AUM?
- Southern Equity manages approximately $389 in assets.