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Building 2SOUTHERN EQUITY ADVISORS LLC

Map pinST. THOMAS, VI
Phone877-240-9233
NotebookSEC #801-130324
Total AUM
$788.1M
Employees
2
Clients
12

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5093 DRONNINGEN'S GADE
SUITE 5
ST. THOMAS
VI 00802
United States
Operating Hours
9:00AM TO 4:00PM
Monday - Friday
Phone
877-240-9233

ReceiptFinancials

Total AUM
$788.1M
Accounts
13
Discretionary
$788.1M
Accounts
13
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
3
AUM
$366.3M
Pooled Vehicle Clients
7
AUM
$212.7M
Corporation or Business Clients
1
AUM
$30.1M
Other Clients
1
AUM
$179M
Description of Other Clients
LIMITED LIABILITY PARTNERSHIPS

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
VI

HandshakeAffiliates

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Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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