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

CompanyDateStageLead
AgentuityJan 2025SeedCo-investor
ProdiaJul 2024SeedCo-investor

Sector & Stage Mix

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SeedSeries ASeries BGrowth

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Investment Activity

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2021
2022
2023
2024
2025
2026

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Firmographic Details

HeadquartersUnited States
Year Founded2008
AUM$548M

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