NEWCaplight raises a $16M Series A, led by BlackRock and Fin Capital →
Skip to main content
Caplight Logo









Southern Equity Advisors

Southern Equity Advisors

United Statessouthernequity.com

Overview

Southern Equity Advisors (“Southern Equity”) is a global investment firm focused on theme-driven alternative and direct investments. An independent SEC Registered Investment Advisor, Southern Equity provides investment sourcing and screening, due diligence, and deal support to its investment partners – primarily the family offices of highly successful entrepreneurs. Investors can co-invest in proprietary deals sourced and shared through the Southern Equity platform. Founded in 2008 as the family office of entrepreneur Allen Nance, Southern Equity became a multi-family office in 2021. Southern Equity always invests its own capital first before seeking co-investors. Today, Southern Equity's investments encompass more than 50 companies that generate over a billion dollars of revenue annually, employing more than 5,000 people globally — and growing.

Year Founded

2008

AUM

$548M

Portfolio Companies

5

Investments

Southern Equity Advisors investments
CompanyDateStageLead
AgentuityJan 2025SeedCo-investor
ProdiaJul 2024SeedCo-investor

Sector & Stage Mix

Industry, funding stage, and valuation band breakdowns.

Premium
SeedSeries ASeries BGrowth

Unlock portfolio analytics

Sign up to view full sector, stage, and valuation breakdowns for this investor.

Investment Activity

Yearly cadence, pace, and funding raised over time.

Premium
2021
2022
2023
2024
2025
2026

Unlock portfolio analytics

Sign up to explore yearly investment trends and funding raised over time.

FAQ

Firmographic Details

HeadquartersUnited States
Year Founded2008
AUM$548M

Institutional Data Access

Join leading institutional investors using Caplight to access private market data, discover pricing, and execute secondary block trades.

Requires verified institutional or accredited status.