Msouth Equity Partners, Llc
- Regulatory AUM
- $1.0B
- Discretionary
- $1.0B
- Clients
- 2
- Avg AUM / client
- $502M
- Accounts
- 2
- Employees
- 18
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 2 | $1.0B | 100.0% |
Private funds (3)
Reported in Form ADV Section 7.B.(1), filing of Jun 2024 · $1.4B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Msouth Equity Partners Iv, Lp | Private Equity Fund | Delaware | $1.3B | 103 |
| Msouth Equity Partners Iii, Lp | Private Equity Fund | Delaware | $151M | 68 |
| Msouth Equity Partners Ii, Lp | Private Equity Fund | Delaware | $1.3M | 44 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| The Southern Company Pension Plan Southern Company Services, Inc. | 2024 |
People (10)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Feidler, Mark, Lawrence | Principal | Apr 2008 (18y) | Less than 5% | |
| Long, Michael, David | Principal | Apr 2008 (18y) | Less than 5% | |
| Pettit, Peter, S | Principal | Apr 2008 (18y) | Less than 5% | |
| Morgan, Wanda, Ricks | Chief Financial Officer | Jul 2008 (18y) | Less than 5% | |
| Boniface, Barry, Lee | Principal | May 2012 (14y) | Less than 5% | |
| Stubbs, Charles, James | Principal | Sep 2015 (11y) | Less than 5% | |
| Campbell, Daniel, Emmett | Principal | Jul 2018 (8y) | Less than 5% | |
| Bacon Jr, David, F. | Principal | May 2019 (7y) | Less than 5% | |
| Hauser, Anthony, M | Principal | Jun 2019 (7y) | Less than 5% | |
| Clements, Dina, Victorovna | Chief Compliance Officer | Mar 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Msouth Management Holdings, L.P. | Managing Member | May 2019 | A | 75% or more |
| Msouth Super Topco, L.P. | Limited Partner | May 2019 | B | ≈ 56.25% – 100% via Msouth Management Holdings, L.P. |
| Msouth Group Gp, Llc | General Partner | May 2019 | B | GP / trustee / elected manager of Msouth Super Topco, L.P. (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Msouth Super Topco, L.P.: 75% – 100% of Msouth Management Holdings, L.P. × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (3, $1.4B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Msouth Equity Partners Iv, Lp | Private Equity Fund | $1.3B | $5.0M | 103 |
| Msouth Equity Partners Iii, Lp | Private Equity Fund | $151M | $5.0M | 68 |
| Msouth Equity Partners Ii, Lp | Private Equity Fund | $1.3M | $5.0M | 44 |
From Form ADV Section 7.B private fund reporting.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| The Southern Company Pension Plan | Southern Company Services, Inc. | 26,369 | $15.3B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.38 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗