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Private equityFirmcandidate pe · candidatelower middle market

Southeast Asset Advisors, LLC

Private Equity

Thomasville, GA

Southeast Asset Advisors is a non-commission, fee only, registered investment advisory firm, whose principals have been providing investment management services for more than 20 years, and using the same strategy to successfully achieve their personal investment goals.

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Search this name across graphsid dfx:pe:ce7cfc6a-c787-40ea-9d50-677daa8f6188

Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 18, 2026, 11:48 PM UTC and rebuilt at most every 15 minutes.

Relationships: 27
Dated events: 10
On other graphs: 2
Observed: Sep 13, 2026 to Sep 17, 2026
29 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Independent Sponsorsidentity

Southeast Asset Advisors, LLC

Capital provider to sponsors · shared crd

RIA / Wealth Managementidentity

SOUTHEAST ASSET ADVISORS, LLC

Registered adviser · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Funds: 4
PE funds: 3
Vintages: 2018 to 2023
PE GAV, 2024 filing: $194Mgross asset value on Form ADV; never dry powder
Regulatory AUM: $3.7B
Investments: 0
Active investments: 0
Size band: LOWER MIDDLE MARKETderivedproxy: $0.19bn Private Equity Fund GAV on the Form ADV filed 2024-10-30
Latest ADV filing: Oct 30, 2024
Employees (ADV): 14
Website: assetadvisor.com

Funds

Fund	Vintage	Lifecycle	ADV type	Form D sold	GAV
Conifer Partners IV, LLC	2023	Early deployment	Private Equity Fund	n/a	$48.2M
Conifer Partners III, LLC	2018	Successor fundraising	Private Equity Fund	n/a	$37.2M
Conifer Partners II, LLC	n/a	Mature	Private Equity Fund	n/a	$109M
Conifer Partners I, LLC	n/a	Harvest	Hedge Fund	n/a	$0

Relationships

Employs (20)

→ Lauren BraswellPersonPortfolio Accountant
factThe subject's own site
→ Ariel BonnerPersonCompliance & Trading
factThe subject's own site
→ Certified Financial PlannerPersonCertified Investment Management Analyst
factThe subject's own site
→ T. Mikell LelandPersonManaging Director – Mobile, AL
factThe subject's own site
→ G. Chris Osborne, Jr.PersonManaging Director – Charleston, SC
factThe subject's own site
→ Dana RaybonPersonVice President – Administration, Client Service & Compliance – Thomasville, GA
factThe subject's own site
→ Ashlie CohenPersonExecutive Assistant
factThe subject's own site
→ Charlotte GloverPersonPortfolio Administrator - Charleston, SC
factThe subject's own site
→ Dianne EwingPersonExecutive Assistant - Mobile, AL
factThe subject's own site
→ Emily DrewPersonPortfolio Accountant
factThe subject's own site
→ Bernard LaniganPersonShareholder
Sep 1, 2019 to presentfactForm ADV, The subject's own site
→ C. Bradford JacksonPersonCPA, CFA President
factThe subject's own site
→ Charles Bradford JacksonPersonShareholder
Sep 1, 2019 to presentfactForm ADV
→ Mark Cooper SaussyPersonShareholder
Sep 1, 2019 to presentfactForm ADV
→ Frank MercerPersonShareholder
Sep 1, 2019 to presentfactForm ADV
→ David Mark FletcherPersonShareholder
Sep 1, 2019 to presentfactForm ADV
→ Thomas Mikell LelandPersonManaging Director
Oct 1, 2015 to Nov 3, 2017inferenceForm ADV
→ Edward George JohnsonPersonMember
Jul 1, 2020 to presentfactForm ADV
→ Granger Christian OsbornePersonMember
Jan 1, 2022 to presentfactForm ADV
→ Robert MilbergPersonDirector
Jan 1, 2015 to Feb 24, 2017inferenceForm ADV

Manages (4)

→ Conifer Partners IV, LLCFundHedge Fund
Mar 28, 2023 to presentfactForm ADV
→ Conifer Partners II, LLCFundPrivate Equity Fund
Mar 30, 2012 to presentfactForm ADV
→ Conifer Partners III, LLCFundHedge Fund
Dec 19, 2018 to presentfactForm ADV
→ Conifer Partners I, LLCFundPrivate Equity Fund
Mar 30, 2012 to presentfactForm ADV

Owns (1)

← Seaa Holdings, Inc.FirmManaging Member
Sep 1, 2019 to presentfactForm ADV

Dated events

4 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Jan 1, 2022
Person joined
Granger Christian Osborne joined Schedule A of Southeast Asset Advisors, LLC as Member
Form ADVobserved 5 days ago
Occurred
Jul 1, 2020
Person joined
Thomas Mikell Leland joined Schedule A of Southeast Asset Advisors, LLC as Member
Form ADVobserved 5 days ago
Occurred
Jul 1, 2020
Person joined
Edward George Johnson joined Schedule A of Southeast Asset Advisors, LLC as Member
Form ADVobserved 5 days ago
Occurred
Nov 3, 2017
Person left
Thomas Mikell Leland (Managing Director) no longer on Schedule A of Southeast Asset Advisors, LLC
Form ADVobserved 5 days ago
Occurred
Feb 24, 2017
Person left
Robert Mark Milberg (Director) no longer on Schedule A of Southeast Asset Advisors, LLC
Form ADVobserved 5 days ago
Occurred
Mar 30, 2012
Adviser first adv filing
Southeast Asset Advisors, LLC first filed Form ADV in the extract (IA)
Form ADVobserved 5 days ago

Show 4 bookkeeping events

Occurred
Mar 28, 2023
Conifer Partners IV, LLC first reported on Form ADV by Southeast Asset Advisors, LLC (Hedge Fund), GAV $37,505,247
Occurred
Dec 19, 2018
Conifer Partners III, LLC first reported on Form ADV by Southeast Asset Advisors, LLC (Hedge Fund), GAV $32,150,000
Occurred
Mar 30, 2012
Conifer Partners I, LLC first reported on Form ADV by Southeast Asset Advisors, LLC (Private Equity Fund), GAV $9,403,550
Occurred
Mar 30, 2012
Conifer Partners II, LLC first reported on Form ADV by Southeast Asset Advisors, LLC (Private Equity Fund), GAV $38,675,000

Who to call

the organisation, the role and the published line, with the filing or website that published it; revealed to signed-in accounts

The firm's published line

Revealable: 1 business phone (Form ADV), 1 office address (Form ADV), 1 website (Form ADV) · as of 2026-09-13

Also named here, with no published line of their own (reach them through the firm): Lauren Braswell (Portfolio Accountant), Ariel Bonner (Compliance & Trading), Certified Financial Planner (Certified Investment Management Analyst), T. Mikell Leland (Managing Director – Mobile, AL), G. Chris Osborne, Jr. (Managing Director – Charleston, SC), Dana Raybon (Vice President – Administration, Client Service & Compliance – Thomasville, GA), Ashlie Cohen (Executive Assistant), Charlotte Glover (Portfolio Administrator - Charleston, SC), Dianne Ewing (Executive Assistant - Mobile, AL), Emily Drew (Portfolio Accountant), Bernard Lanigan (Shareholder), C. Bradford Jackson (CPA, CFA President).

Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan

Provenance

Graph: Private Equity
Canonical id: dfx:pe:ce7cfc6a-c787-40ea-9d50-677daa8f6188
First observed: Sep 13, 2026
Last observed: Sep 17, 2026 33 h ago
Source families: Federal regulator filings, Firm and issuer disclosures
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Southeast Asset Advisors, LLC

Private Equity

Thomasville, GA

This is the graph view. The full profile, with its team, deals and sources, is on Private Equity.Open the full profile →

Search this name across graphsid dfx:pe:ce7cfc6a-c787-40ea-9d50-677daa8f6188

Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 18, 2026, 11:48 PM UTC and rebuilt at most every 15 minutes.

Fund

Vintage

Lifecycle

ADV type

Form D sold

GAV

LPs

Conifer Partners IV, LLC

2023

Early deployment

Private Equity Fund

n/a

$48.2M

Conifer Partners III, LLC

2018

Successor fundraising

Private Equity Fund

n/a

$37.2M

Conifer Partners II, LLC

n/a

Mature

Private Equity Fund

n/a

$109M

Conifer Partners I, LLC

n/a

Harvest

Hedge Fund

n/a