50 South Capital Advisors, Llc
- Regulatory AUM
- $16.1B
- Discretionary
- $16.1B
- Clients
- 139
- Avg AUM / client
- $116M
- Accounts
- 139
- Employees
- 68
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Asset allocation (SMA assets by investment type)
as of Mar 31, 2026Share of SMA assets by investment vehicle type, as filed in Form ADV Item 5.K. Dollar figures are percentages applied to total regulatory AUM.
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 1 | $298M | 1.85% |
| Pooled investment vehicles (non-investment companies) | 126 | $14.8B | 92.1% |
| Pension and profit sharing plans | 5 | $411M | 2.56% |
| Charitable organizations | 2 | $86.5M | 0.54% |
| State or municipal government entities | 2 | $294M | 1.83% |
| Sovereign wealth funds and foreign official institutions | 2 | $103M | 0.64% |
| Corporations and other businesses | 1 | $72.2M | 0.45% |
Private funds (112)
View all →Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $20.2B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Pesof Iv B, L.P. master | Private Equity Fund | Delaware | $921M | 2 |
| Private Equity Core Fund X, L.P. master | Private Equity Fund | Delaware | $850M | 461 |
| Private Equity Strategic Opportunities Fund Iv, L.P. master | Private Equity Fund | Delaware | $836M | 453 |
| Private Equity Core Fund (Qp) Viii, L.P. master | Private Equity Fund | Delaware | $719M | 287 |
| Sponsor Backed Credit Fund Ii, L.P. master | Private Equity Fund | Delaware | $706M | 57 |
| Pesof Iv A, L.P. | Private Equity Fund | Delaware | $674M | 2 |
| Buyout Core Fund X, L.P. | Private Equity Fund | Delaware | $668M | 18 |
| Private Equity Core Fund (Qp) Ix, L.P. master | Private Equity Fund | Delaware | $644M | 324 |
| Private Equity Core Fund (Qp) Vii, L.P. master | Private Equity Fund | Delaware | $615M | 351 |
| Buyout Core Fund Viii, L.P. | Private Equity Fund | Delaware | $545M | 9 |
| Buyout Core Fund Ix, L.P. | Private Equity Fund | Delaware | $501M | 9 |
| Private Equity Core Fund (Qp) Vi, L.P. | Private Equity Fund | Delaware | $500M | 382 |
| Buyout Core Fund Vii, L.P. | Private Equity Fund | Delaware | $450M | 10 |
| Datum One, L.P. | Private Equity Fund | Cayman Islands | $430M | 49 |
| Private Equity Core Fund Xi, L.P. master | Private Equity Fund | Delaware | $400M | 173 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Sdc League Pension Fund Board Of Trustees Sdc League Pension Fund | 2024 |
People (7)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Morgan, Robert, Paul | Chief Executive Officer/Elected Manager | Jan 2015 (12y) | Less than 5% | |
| Buth, Jeffrey, Ray | Chief Financial Officer/Elected Manager | Mar 2019 (7y) | Less than 5% | |
| Mcinerney, Joseph, Wallace | Elected Manager | Jun 2021 (5y) | Less than 5% | |
| Manioudakis, Angelo, George | Elected Manager | Dec 2021 (5y) | Less than 5% | |
| Redeker, Justin, Ryan | General Counsel | Apr 2022 (4y) | Less than 5% | |
| Kumar, Archana | Elected Manager | Jun 2022 (4y) | Less than 5% | |
| Muinos, Antonio | Chief Compliance Officer | Jan 2023 (4y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Northern Trust Corporation | Sole Member | Jan 2015 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
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 (112, $20.2B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Pesof Iv B, L.P. | Private Equity Fund | $921M | $0 | 2 |
| Private Equity Core Fund X, L.P. | Private Equity Fund | $850M | $0 | 461 |
| Private Equity Strategic Opportunities Fund Iv, L.P. | Private Equity Fund | $836M | $0 | 453 |
| Private Equity Core Fund (Qp) Viii, L.P. | Private Equity Fund | $719M | $0 | 287 |
| Sponsor Backed Credit Fund Ii, L.P. | Private Equity Fund | $706M | $0 | 57 |
| Pesof Iv A, L.P. | Private Equity Fund | $674M | $0 | 2 |
| Buyout Core Fund X, L.P. | Private Equity Fund | $668M | $0 | 18 |
| Private Equity Core Fund (Qp) Ix, L.P. | Private Equity Fund | $644M | $0 | 324 |
| Private Equity Core Fund (Qp) Vii, L.P. | Private Equity Fund | $615M | $250K | 351 |
| Buyout Core Fund Viii, L.P. | Private Equity Fund | $545M | $0 | 9 |
| Buyout Core Fund Ix, L.P. | Private Equity Fund | $501M | $0 | 9 |
| Private Equity Core Fund (Qp) Vi, L.P. | Private Equity Fund | $500M | $0 | 382 |
| Buyout Core Fund Vii, L.P. | Private Equity Fund | $450M | $250K | 10 |
| Datum One, L.P. | Private Equity Fund | $430M | $0 | 49 |
| Private Equity Core Fund Xi, L.P. | Private Equity Fund | $400M | $0 | 173 |
| Global Venture Capital Opportunities Ii, L.P. | Private Equity Fund | $388M | $0 | 147 |
| Tacopps Feeder Fund I, L.P. | Private Equity Fund | $341M | $0 | 505 |
| Buyout Core Fund Vi, L.P. | Private Equity Fund | $336M | $0 | 8 |
| Global Venture Capital Opportunities, L.P. | Private Equity Fund | $318M | $0 | 32 |
| Buyout Core Fund Xi, L.P. | Private Equity Fund | $305M | $0 | 3 |
| Private Equity Strategic Opportunities Fund Iii, L.P. | Private Equity Fund | $294M | $0 | 249 |
| Sponsor Backed Credit Fund Ii B, Llc | Private Equity Fund | $293M | $0 | 1 |
| Private Equity Strategic Opportunities Fund V, L.P. | Private Equity Fund | $291M | $0 | 354 |
| Private Equity Core Fund X (Offshore), L.P. | Private Equity Fund | $268M | $0 | 50 |
| Credit Alternatives Fund, Llc | Hedge Fund | $263M | $1.0M | 143 |
Top 25 of 112 funds by gross assets · all funds
From Form ADV Section 7.B private fund reporting.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Sdc League Pension Fund | Board Of Trustees Sdc League Pension Fund | 1,252 | $50.9M | 09/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 27.1 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
- • Fixed fees
- • Performance-based fees
Services
- • Portfolio management for investment companies
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Firm reports having 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) ↗