{
  "crd_number": 174762,
  "slug": "50-south-capital-advisors-llc-chicago-il-174762",
  "primary_business_name": "50 SOUTH CAPITAL ADVISORS, LLC",
  "legal_name": "50 SOUTH CAPITAL ADVISORS, LLC",
  "dbas": [],
  "city": "Chicago",
  "state": "IL",
  "country": "United States",
  "cbsa_code": "16980",
  "metro": {
    "cbsa_code": "16980",
    "common_name": "Chicago",
    "msa_name": "Chicago-Naperville-Elgin, IL-IN",
    "path": "/advisors/il/chicago"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2015-03-11",
  "years_registered": 11,
  "period": "2026-10-01",
  "filing_date": "2026-03-31",
  "carried_forward": false,
  "raum_total": 16072357877.0,
  "raum_discretionary": 16072357877.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 68,
  "advisory_employees": 43,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 86520453.0,
      "count": 2,
      "fewer_than_5": true
    },
    "state_municipal": {
      "raum": 294314075.0,
      "count": 2,
      "fewer_than_5": true
    },
    "investment_companies": {
      "raum": 297741675.0,
      "count": 1
    },
    "pension_profit_sharing": {
      "raum": 411092041.0,
      "count": 5
    },
    "pooled_investment_vehicles": {
      "raum": 14807059495.0,
      "count": 126
    },
    "corporations_other_businesses": {
      "raum": 72231636.0,
      "count": 1,
      "fewer_than_5": true
    },
    "sovereign_wealth_foreign_official": {
      "raum": 103398502.0,
      "count": 2,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_investment_companies",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "CT",
    "IL",
    "IN",
    "ND"
  ],
  "websites": [
    "https://50southcapital.com",
    "https://linkedin.com/COMPANY/50-SOUTH-CAPITAL",
    "https://ndgrowthfund.com",
    "https://nextlevelindianafund.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/174762",
  "city_as_filed": "CHICAGO",
  "url": "https://advisorcensus.com/firm/50-south-capital-advisors-llc-chicago-il-174762",
  "display_name": "50 South Capital Advisors, LLC",
  "summary": "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.",
  "citation": "AdvisorCensus. 50 South Capital Advisors, LLC (CRD 174762): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "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)"
  ],
  "quick_answers": [
    {
      "q": "How is 50 South Capital Advisors, LLC compensated?",
      "a": "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."
    },
    {
      "q": "How much does 50 South Capital Advisors, LLC charge?",
      "a": "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."
    },
    {
      "q": "Where is 50 South Capital Advisors, LLC located?",
      "a": "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)."
    },
    {
      "q": "Is 50 South Capital Advisors, LLC registered with the SEC or a state?",
      "a": "50 South Capital Advisors, LLC is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 174762."
    },
    {
      "q": "How much does 50 South Capital Advisors, LLC manage?",
      "a": "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)."
    },
    {
      "q": "How have 50 South Capital Advisors, LLC's assets and staff changed since 2021?",
      "a": "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."
    },
    {
      "q": "What types of clients does 50 South Capital Advisors, LLC serve?",
      "a": "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)."
    },
    {
      "q": "Does 50 South Capital Advisors, LLC report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "What changed in 50 South Capital Advisors, LLC's recent Form ADV filings?",
      "a": "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%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 7997415974.0,
      "total_employees": 41,
      "filing_date": "2021-08-09"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 9864923650.0,
      "total_employees": 43,
      "filing_date": "2022-07-13"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 12071954677.0,
      "total_employees": 50,
      "filing_date": "2023-03-30"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 11954698003.0,
      "total_employees": 54,
      "filing_date": "2024-03-28"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 14235704460.0,
      "total_employees": 55,
      "filing_date": "2025-06-25"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 16072357877.0,
      "total_employees": 68,
      "filing_date": "2026-03-31"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "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%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 31, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": "0.25% to 1.25% a year",
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 0.25% to 1.25% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "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."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": [
        0.25,
        1.25
      ],
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "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."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/50-south-capital-advisors-llc-chicago-il-174762.md",
  "clients": [
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 1,
      "fewer_than_5": false,
      "raum": 297741675.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 126,
      "fewer_than_5": false,
      "raum": 14807059495.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 5,
      "fewer_than_5": false,
      "raum": 411092041.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 2,
      "fewer_than_5": true,
      "raum": 86520453.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 2,
      "fewer_than_5": true,
      "raum": 294314075.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 2,
      "fewer_than_5": true,
      "raum": 103398502.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 1,
      "fewer_than_5": true,
      "raum": 72231636.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/174762",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}