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SOUTH POINTE ADVISORS LLC

Advisory

DE

Data as of May 4, 2026 · Source: SEC Form ADV

Average account
$494K
across 24 accounts
AUM per adviser
$12M
1 adviser

Source: SEC Form ADV. Figures as filed May 4, 2026.

Total AUM
$12M
Discretionary %
100%
Clients
—
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$12M
Discretionary AUM$12M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients—
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InFL, NY
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in DE

Closest by assets under management. All figures from Form ADV.

GRAY INVESTMENT MANAGEMENT LLC
$12M
-18.8% 1Y
ALSTON CAPITAL MANAGEMENT LLC
$12M
ARIS CAPITAL STRATEGIES, LLC
$12M
EQUITY LOGIC, LLC
$12M
0.0% 1Y
GAINES CAPITAL, LLC
$12M
GAOAN CAPITAL MANAGEMENT LLC
$12M

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