DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
50 South Capital Advisors, LLC
Latest filing Mar 31, 2026
First filing on the tape Feb 20, 2015 · 37 filings
SEC status approved since Mar 11, 2015
RAUM
$16B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
68
43 advisory (5.B.1)
Offices
4
beyond the principal office
Private funds
126
reported on Schedule D
History
37 filings and snapshots on the tape
RAUM$16B as of Mar 31, 2026
Mar 29, 2016$5.4B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 29, 20160 then
Employees (5.A)68 as of Mar 31, 2026
Mar 29, 201625 then
Private funds126 as of Mar 31, 2026
Mar 29, 201644 then
RAUM +13% over the last fiscal year+10% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 31, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $116MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 5.6%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived5 offices incl. principal (1.F.5)
- RAUM growth, one year
- +13%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, fixed fees, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for businesses and institutions, portfolio management for pooled vehicles, portfolio management for investment companies, selection of other advisersreportedItem 5.G
- Custody
- $15B, 119 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- an independent public accountant performs a surprise examination (9.C.1)
- a related person acts as qualified custodian (9.D.2)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$15B92%
- Pension and profit-sharing plans$411M2.6%
- Investment companies$298M1.9%
- State and municipal entities$294M1.8%
- Sovereign wealth funds$103M0.6%
- Charitable organizations$86.5M0.5%
- Corporations and businesses$72.2M0.4%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- 5reported
- Charitable clients
- 2reported
- Accounts
- 139reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $15B for 119 clientsreported
- Compensation
- % of AUM, fixed, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.94 institutional_share=0.06 related_bd=true related_bank=true bd_reps=8.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
127 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Pesof IV B, L.P. | Private Equity Fund | $921M | 2 | Mar 30, 2021 |
| Private Equity Core Fund X, L.P. | Private Equity Fund | $850M | 461 | Mar 31, 2022 |
| Private Equity Strategic Opportunities Fund IV, L.P. | Private Equity Fund | $836M | 453 | Mar 30, 2021 |
| Private Equity Core Fund (Qp) Viii, L.P. | Private Equity Fund | $719M | 287 | Mar 28, 2019 |
| Sponsor Backed Credit Fund II, L.P. | Private Equity Fund | $706M | 57 | Mar 31, 2022 |
| Pesof IV A, L.P. | Private Equity Fund | $674M | 2 | Mar 30, 2021 |
| Buyout Core Fund X, L.P. | Private Equity Fund | $668M | 18 | Mar 31, 2022 |
| Private Equity Core Fund (Qp) Ix, L.P. | Private Equity Fund | $644M | 324 | Mar 30, 2021 |
| Private Equity Core Fund (Qp) Vii, L.P. | Private Equity Fund | $615M | 351 | Mar 28, 2017 |
| Buyout Core Fund Viii, L.P. | Private Equity Fund | $545M | 9 | Mar 28, 2019 |
| Buyout Core Fund Ix, L.P. | Private Equity Fund | $501M | 9 | Mar 30, 2021 |
| Private Equity Core Fund (Qp) Vi, L.P. | Private Equity Fund | $500M | 382 | Feb 20, 2015 |
| Buyout Core Fund Vii, L.P. | Private Equity Fund | $450M | 10 | Mar 28, 2017 |
| Datum One, L.P. | Private Equity Fund | $430M | 49 | Mar 30, 2020 |
| Private Equity Core Fund Xi, L.P. | Private Equity Fund | $400M | 173 | Mar 28, 2024 |
| Global Venture Capital Opportunities II, L.P. | Private Equity Fund | $388M | 147 | Mar 30, 2023 |
| Tacopps Feeder Fund I, L.P. | Private Equity Fund | $341M | 505 | Mar 28, 2017 |
| Buyout Core Fund Vi, L.P. | Private Equity Fund | $336M | 8 | Feb 20, 2015 |
| Global Venture Capital Opportunities, L.P. | Private Equity Fund | $318M | 32 | Mar 29, 2016 |
| Buyout Core Fund Xi, L.P. | Private Equity Fund | $305M | 3 | Mar 28, 2024 |
| Private Equity Strategic Opportunities Fund III, L.P. | Private Equity Fund | $294M | 249 | Mar 28, 2017 |
| Sponsor Backed Credit Fund II -B, LLC | Private Equity Fund | $293M | 1 | Mar 31, 2022 |
| Private Equity Strategic Opportunities Fund V, L.P. | Private Equity Fund | $291M | 354 | Mar 28, 2024 |
| Private Equity Core Fund X (Offshore), L.P. | Private Equity Fund | $268M | 50 | Mar 30, 2023 |
| Credit Alternatives Fund, LLC | Hedge Fund | $263M | 143 | Mar 31, 2022 |
| Indiana Next Level Fund, L.P. | Private Equity Fund | $261M | 7 | Mar 28, 2019 |
| Venture Core Fund Vii, L.P. | Private Equity Fund | $254M | 11 | Mar 28, 2017 |
| Diversified Core Strategies Master Fund, L.P. | Hedge Fund | $248M | 2 | Mar 29, 2012 |
| Alpha Core Strategies Feeder Fund, Q.P. | Hedge Fund | $243M | 116 | Mar 29, 2012 |
| Venture Core Fund X, L.P. | Private Equity Fund | $243M | 22 | Mar 31, 2022 |
| Sponsor Backed Credit Fund, L.P. | Private Equity Fund | $240M | 29 | Mar 28, 2019 |
| Sponsor Backed Credit Feeder II, L.P. | Private Equity Fund | $231M | 13 | Mar 31, 2022 |
| Venture Core Fund Viii, L.P. | Private Equity Fund | $215M | 8 | Mar 28, 2019 |
| Venture Core Fund Ix, L.P. | Private Equity Fund | $212M | 20 | Mar 30, 2021 |
| Venture Core Fund Vi, L.P. | Private Equity Fund | $205M | 13 | Feb 20, 2015 |
| Private Assets R, L.P. | Private Equity Fund | $196M | 4 | Mar 28, 2019 |
| Private Equity Core Fund (Qp) Vii (Offshore), L.P. | Private Equity Fund | $183M | 37 | Mar 28, 2017 |
| Private Assets E, L.P.no longer reported | Private Equity Fund | $177M | 2 | Mar 30, 2020 |
| Private Equity Strategic Opportunities Fund IV (Offshore), L.P. | Private Equity Fund | $176M | 41 | Mar 30, 2021 |
| Direct Co-Investment Fund, L.P. | Private Equity Fund | $171M | 46 | Mar 31, 2022 |
Owners and control persons
Schedule A and B, latest filing
- Ray Jeffrey Buth · Chief Financial Officer/Elected Managercontrolsince 03/2019 · owns less than 5%
- Archana Kumar · Elected Managercontrolsince 06/2022 · owns less than 5%
- George Angelo Manioudakis · Elected Managercontrolsince 12/2021 · owns less than 5%
- Wallace Joseph Mcinerney · Elected Managercontrolsince 06/2021 · owns less than 5%
- Paul Robert Morgan · Chief Executive Officer/Elected Managercontrolsince 01/2015 · owns less than 5%
- Antonio Muinos · Chief Compliance Officersince 01/2023 · owns less than 5%
- Ryan Justin Redeker · General Counselsince 04/2022 · owns less than 5%
Entity owners
- Northern Trust Corporation · Sole Memberdirect · owns 75% or more · public reporting company
Related persons
Schedule D 7.A
- 1818 Co-Investment Fund Gp, L.P.pooled vehicle sponsory
- 1889 Growth Fund Gp, L.P.pooled vehicle sponsory
- 50 South Capital (Cayman) Gp, L.P.pooled vehicle sponsory
- Direct Co-Investment Fund Gp, L.P.pooled vehicle sponsory
- Distressed Credit Opportunities Fund Gp, L.P.pooled vehicle sponsory
- Diversified G.P.pooled vehicle sponsory
- Global Venture Capital Opportunities II Gp, L.P.pooled vehicle sponsory
- Northern Trust Asset Management Australia Pty Ltdinvestment advisern
- Northern Trust Fund Managers (Ireland) Limitedinvestment adviserpooled vehicle sponsorn
- Northern Trust Global Investments Japan, K.K.investment adviserpooled vehicle sponsorn
- Northern Trust Global Investments Ltdinvestment advisernRAUM $208B
- Northern Trust Investments, Incorporatedinvestment adviserbankpooled vehicle sponsornRAUM $1245B
- Northern Trust Securities, Incbroker-dealerinvestment adviserbanknRAUM $1.7B
- Nt Global Advisors, Incinvestment advisern
- Pesof V Gp, L.P.pooled vehicle sponsory
- Private Equity Core Fund X Gp, L.P.pooled vehicle sponsory
- Private Equity Core Fund Xi Gp, L.P.pooled vehicle sponsory
- The Northern Trust Companycustodiann
- The Northern Trust Company Of Hong Kong Limitedinvestment advisern
Advisers that list 50 South Capital Advisors, LLC as a related person
Offices
Schedule D 1.F, the 25 largest
- Fargo, ND1 employees
- Indianapolis, IN1 employees
- San Francisco, CA1 employees
- Stamford, CT1 employees
What changed
consecutive filings, newest first
- Accounts · 131 to 139Jun 25, 2025 to Mar 31, 2026
- Advisory employees · 34 to 43Jun 25, 2025 to Mar 31, 2026
- Charity clients · 1 to 2Jun 25, 2025 to Mar 31, 2026
- Pooled vehicle clients · 119 to 126Jun 25, 2025 to Mar 31, 2026
- Assets in custody · $13B to $15BJun 25, 2025 to Mar 31, 2026
- Employees · 55 to 68Jun 25, 2025 to Mar 31, 2026
- Private funds · 120 to 126Jun 25, 2025 to Mar 31, 2026
- Discretionary RAUM · $14B to $16BJun 25, 2025 to Mar 31, 2026
- Pension RAUM · $367M to $411MJun 25, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $13B to $15BJun 25, 2025 to Mar 31, 2026
- RAUM · $14B to $16BJun 25, 2025 to Mar 31, 2026
- Financial planning clients · unset to Mar 28, 2025 to Jun 25, 2025
- Accounts · 121 to 131Mar 28, 2024 to Mar 28, 2025
- BD registered reps · 9 to 8Mar 28, 2024 to Mar 28, 2025
- Charity clients · unset to 1.0Mar 28, 2024 to Mar 28, 2025
- Corporate clients · unset to 1.0Mar 28, 2024 to Mar 28, 2025
- Pension plan clients · unset to 5.0Mar 28, 2024 to Mar 28, 2025
- Pooled vehicle clients · 111 to 119Mar 28, 2024 to Mar 28, 2025
- Assets in custody · $11B to $13BMar 28, 2024 to Mar 28, 2025
- Employees · 54 to 55Mar 28, 2024 to Mar 28, 2025
- Private funds · 112 to 120Mar 28, 2024 to Mar 28, 2025
- Discretionary RAUM · $12B to $14BMar 28, 2024 to Mar 28, 2025
- Pension RAUM · $402M to $367MMar 28, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $11B to $13BMar 28, 2024 to Mar 28, 2025
- RAUM · $12B to $14BMar 28, 2024 to Mar 28, 2025
- Accounts · 110 to 121Mar 30, 2023 to Mar 28, 2024
- Advisory employees · 30 to 34Mar 30, 2023 to Mar 28, 2024
- Pooled vehicle clients · 100 to 111Mar 30, 2023 to Mar 28, 2024
- Assets in custody · $11B to $11BMar 30, 2023 to Mar 28, 2024
- Employees · 50 to 54Mar 30, 2023 to Mar 28, 2024
- Other offices · 5 to 4Mar 30, 2023 to Mar 28, 2024
- Private funds · 100 to 112Mar 30, 2023 to Mar 28, 2024
- Discretionary RAUM · $12B to $12BMar 30, 2023 to Mar 28, 2024
- Non-discretionary RAUM · $10.7M to $0Mar 30, 2023 to Mar 28, 2024
- Pension RAUM · $449M to $402MMar 30, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $11B to $11BMar 30, 2023 to Mar 28, 2024
- RAUM · $12B to $12BMar 30, 2023 to Mar 28, 2024
- Accounts · 102 to 110Feb 7, 2023 to Mar 30, 2023
- Advisory employees · 28 to 30Feb 7, 2023 to Mar 30, 2023
- Assets in custody · $9.5B to $11BFeb 7, 2023 to Mar 30, 2023
Signals
14 dated events
- Antonio Muinos (Chief Compliance Officer) appeared on Schedule A of 50 South Capital Advisors, LlcJan 20, 2023 · Control person joined · fact
- Ann Rebecca Paulzine (Chief Compliance Officer) no longer on Schedule A of 50 South Capital Advisors, Llc (listed 2022-07-13, absent 2023-01-20)Jan 20, 2023 · Control person left · inference
- Sue Melinda Mecca (Elected Manager) no longer on Schedule A of 50 South Capital Advisors, Llc (listed 2022-05-31, absent 2022-07-13)Jul 13, 2022 · Control person left · inference
- Rose Lizabeth Boeckmann (Chief Administrative Officer) no longer on Schedule A of 50 South Capital Advisors, Llc (listed 2022-05-31, absent 2022-07-13)Jul 13, 2022 · Control person left · inference
- Kumari Monika Singh (Chief Compliance Officer) no longer on Schedule A of 50 South Capital Advisors, Llc (listed 2022-05-31, absent 2022-07-13)Jul 13, 2022 · Control person left · inference
- Archana Kumar (Elected Manager) appeared on Schedule A of 50 South Capital Advisors, LlcJul 13, 2022 · Control person joined · fact
- Ann Rebecca Paulzine (Chief Compliance Officer) appeared on Schedule A of 50 South Capital Advisors, LlcJul 13, 2022 · Control person joined · fact
- Ryan Justin Redeker (General Counsel) appeared on Schedule A of 50 South Capital Advisors, LlcMay 31, 2022 · Control person joined · fact
- George Angelo Manioudakis (Chief Investment Officer/Elected Member) appeared on Schedule A of 50 South Capital Advisors, LlcDec 16, 2021 · Control person joined · fact
- Wallace Joseph Mcinerney (Elected Manager) appeared on Schedule A of 50 South Capital Advisors, LlcJun 30, 2021 · Control person joined · fact
- Patrick Robert Browne (Chief Investment Officer/ Elected Manager) no longer on Schedule A of 50 South Capital Advisors, Llc (listed 2021-05-10, absent 2021-06-03)Jun 3, 2021 · Control person left · inference
- 50 South Capital Advisors, Llc reported RAUM $6.4B, down 25% from $8.6B (2019-10-10 to 2020-03-30)Mar 30, 2020 · RAUM change · derived
- Dino Robert Dicarlo (Chief Administrative Officer/Elected Manager) no longer on Schedule A of 50 South Capital Advisors, Llc (listed 2018-10-29, absent 2019-01-10)Jan 10, 2019 · Control person left · inference
- 50 South Capital Advisors, Llc filed its initial SEC registration (Form ADV)Feb 20, 2015 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- 50 South Capital Advisors, LLC · Independent Sponsorsshared crd · capital_provider
- 50 South Capital Advisors, LLC · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- LINKEDIN.COM/COMPANY/50-SOUTH-CAPITALreportedpublic record, Form ADV, Sep 17, 2026
- Website
- ndgrowthfund.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 312-557-1998reportedpublic record, Form ADV, Mar 31, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026