# 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.

- CRD: 174762
- Filed as: 50 SOUTH CAPITAL ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Chicago, IL
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/174762
- AdvisorCensus page: https://advisorcensus.com/firm/50-south-capital-advisors-llc-chicago-il-174762

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Asset-based fee: 0.25% to 1.25% a year (a range, as the brochure states it)

> 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 brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $16,072,357,877
- Discretionary: $16,072,357,877
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Investment companies | 1 | $297,741,675 |
| Pooled investment vehicles (other than investment companies and business development companies) | 126 | $14,807,059,495 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 5 | $411,092,041 |
| Charitable organizations | 2 | $86,520,453 |
| State or municipal government entities (including government pension plans) | 2 | $294,314,075 |
| Sovereign wealth funds and foreign official institutions | 2 | $103,398,502 |
| Corporations or other businesses not listed above | 1 | $72,231,636 |

### 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)

### Firm details
- Registered since: 2015 (11 years)
- Employees: 68 total, 43 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CT, IL, IN, ND
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Fargo, ND
- Indianapolis, IN
- San Francisco, CA
- Stamford, CT

### Websites listed on Form ADV (Item 1.I)
- 50southcapital.com
- ndgrowthfund.com
- nextlevelindianafund.com
- LinkedIn @50-SOUTH-CAPITAL

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $7,997,415,974 | 41 | August 9, 2021 |
| October 2022 | $9,864,923,650 | 43 | July 13, 2022 |
| October 2023 | $12,071,954,677 | 50 | March 30, 2023 |
| October 2024 | $11,954,698,003 | 54 | March 28, 2024 |
| October 2025 | $14,235,704,460 | 55 | June 25, 2025 |
| October 2026 | $16,072,357,877 | 68 | March 31, 2026 |

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.

## 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%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. 50 South Capital Advisors, LLC (CRD 174762): Form ADV filing data as of October 2026.