AdvisorCensus / Financial advisors / Illinois / Chicago / 50 South Capital Advisors, LLC
50 South Capital Advisors, LLC is an SEC-registered investment advisory firm in Chicago, IL, registered since 2015, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.
Quick answers
From the filingHow is 50 South Capital Advisors, LLC compensated?
On its Form ADV (Item 5.E, October 2026), 50 South Capital Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees.
How much does 50 South Capital Advisors, LLC charge?
Its Form ADV Part 2A brochure dated March 31, 2026 states: Asset-based fee: 0.25% to 1.25% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is 50 South Capital Advisors, LLC located?
50 South Capital Advisors, LLC's principal office is in Chicago, IL, according to its Form ADV; the April 2026 filing also lists 4 other offices (Schedule D, Section 1.F).
Is 50 South Capital Advisors, LLC registered with the SEC or a state?
50 South Capital Advisors, LLC is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 174762.
How much does 50 South Capital Advisors, LLC manage?
50 South Capital Advisors, LLC reports $16,072,357,877 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).
How have 50 South Capital Advisors, LLC's assets and staff changed since 2021?
In the Form ADV data for 50 South Capital Advisors, LLC: Regulatory assets under management: $7,997,415,974 in the October 2021 data and $16,072,357,877 in the October 2026 data, up 101%. Total employees: 41 in October 2021 and 68 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does 50 South Capital Advisors, LLC serve?
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (126); pension and profit sharing plans (but not the plan participants or government pension plans) (5); charitable organizations (2).
Does 50 South Capital Advisors, LLC report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/174762
What changed in 50 South Capital Advisors, LLC's recent Form ADV filings?
In the April 2026 filing data: Employees performing advisory functions went from 34 to 43. Regulatory assets under management went from $14,235,704,460 to $16,072,357,877 (+13%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAsset-based fee: 0.25% to 1.25% a year (a range, as the brochure states it)
The brochure's wording
50 South Hedge Funds: 50 South investment advisory fees range from 0.25% to 1.25% per annum and are paid by the 50 South Hedge Funds.
As stated in the firm's Form ADV Part 2A brochure dated March 31, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$16,072,357,877 as of October 2026, filing dated March 31, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for investment companies (and business development companies)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2015 (11 years)
- Employees
- Total: 68. Performing investment advisory functions: 43.
- Wrap fee program participation
- No.
- Other offices (Schedule D, Section 1.F)
-
4 other offices, as of the April 2026 filing
- States registered or notice-filed
-
5 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $16,072,357,877 | 68 | March 31, 2026 |
| October 2025 | $14,235,704,460 | 55 | June 25, 2025 |
| October 2024 | $11,954,698,003 | 54 | March 28, 2024 |
| October 2023 | $12,071,954,677 | 50 | March 30, 2023 |
| October 2022 | $9,864,923,650 | 43 | July 13, 2022 |
| October 2021 | $7,997,415,974 | 41 | August 9, 2021 |
Regulatory assets under management: $7,997,415,974 in the October 2021 data and $16,072,357,877 in the October 2026 data, up 101%.
Total employees: 41 in October 2021 and 68 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Employees performing advisory functions went from 34 to 43.
- Regulatory assets under management went from $14,235,704,460 to $16,072,357,877 (+13%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. 50 South Capital Advisors, LLC (CRD 174762): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/50-south-capital-advisors-llc-chicago-il-174762