# Msouth Equity Partners, LLC

> Msouth Equity Partners, LLC is an SEC-registered investment advisory firm in Atlanta, GA, registered since 2012, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 157601
- Filed as: MSOUTH EQUITY PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Atlanta, GA
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/157601
- AdvisorCensus page: https://advisorcensus.com/firm/msouth-equity-partners-llc-atlanta-ga-157601

## Quick answers

**How is Msouth Equity Partners, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Msouth Equity Partners, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Msouth Equity Partners, LLC located?**
Msouth Equity Partners, LLC's principal office is in Atlanta, GA, according to its Form ADV.

**Is Msouth Equity Partners, LLC registered with the SEC or a state?**
Msouth Equity Partners, LLC is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 157601.

**How much does Msouth Equity Partners, LLC manage?**
Msouth Equity Partners, LLC reports $1,004,092,328 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**How have Msouth Equity Partners, LLC's assets and staff changed since 2021?**
In the Form ADV data for Msouth Equity Partners, LLC: Regulatory assets under management: $1,435,554,467 in the October 2021 data and $1,004,092,328 in the October 2026 data, down 30%. Total employees: 19 in October 2021 and 18 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Msouth Equity Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (2).

**Does Msouth Equity Partners, 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/157601

**What changed in Msouth Equity Partners, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 14 to 13. Regulatory assets under management went from $1,191,634,601 to $1,004,092,328 (-16%).

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $1,004,092,328
- Discretionary: $1,004,092,328
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 2 | $1,004,092,328 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2012 (14 years)
- Employees: 18 total, 13 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [msouth.com](https://msouth.com)
- LinkedIn @MSOUTHEQUITYPARTNERS

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,435,554,467 | 19 | March 31, 2021 |
| October 2022 | $1,171,270,657 | 23 | March 31, 2022 |
| October 2023 | $1,386,335,407 | 22 | March 31, 2023 |
| October 2024 | $1,562,841,879 | 20 | June 14, 2024 |
| October 2025 | $1,191,634,601 | 19 | March 31, 2025 |
| October 2026 | $1,004,092,328 | 18 | March 31, 2026 |

Regulatory assets under management: $1,435,554,467 in the October 2021 data and $1,004,092,328 in the October 2026 data, down 30%.
Total employees: 19 in October 2021 and 18 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 14 to 13.
- Regulatory assets under management went from $1,191,634,601 to $1,004,092,328 (-16%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Msouth Equity Partners, LLC (CRD 157601): Form ADV filing data as of October 2026.