# Southocean Capital Partners, LLC

> Southocean Capital Partners, LLC is an SEC-registered investment advisory firm in Ft. Lauderdale, FL, registered since 2014, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 171580
- Filed as: SOUTHOCEAN CAPITAL PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Ft. Lauderdale, FL
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/171580
- AdvisorCensus page: https://advisorcensus.com/firm/southocean-capital-partners-llc-ft-lauderdale-fl-171580

## Quick answers

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

**Where is Southocean Capital Partners, LLC located?**
Southocean Capital Partners, LLC's principal office is in Ft. Lauderdale, FL, according to its Form ADV.

**Is Southocean Capital Partners, LLC registered with the SEC or a state?**
Southocean Capital Partners, LLC is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 171580.

**How much does Southocean Capital Partners, LLC manage?**
Southocean Capital Partners, LLC reports $575,262,443 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**How have Southocean Capital Partners, LLC's assets and staff changed since 2021?**
In the Form ADV data for Southocean Capital Partners, LLC: Regulatory assets under management: $465,343,861 in the October 2021 data and $575,262,443 in the October 2026 data, up 24%. Total employees: 7 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Southocean Capital Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (17).

**Does Southocean Capital 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/171580

**What changed in Southocean Capital Partners, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $641,662,634 to $575,262,443 (-10%). Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $575,262,443
- Discretionary: $575,262,443
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 17 | $575,262,443 |

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

### Firm details
- Registered since: 2014 (12 years)
- Employees: 8 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- southoceancapital.com
- LinkedIn @southocean-capital-partners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $465,343,861 | 7 | May 20, 2021 |
| October 2022 | $551,513,613 | 8 | August 31, 2022 |
| October 2023 | $568,253,419 | 8 | March 31, 2023 |
| October 2024 | $630,536,002 | 8 | March 29, 2024 |
| October 2025 | $641,662,634 | 8 | March 28, 2025 |
| October 2026 | $575,262,443 | 8 | March 31, 2026 |

Regulatory assets under management: $465,343,861 in the October 2021 data and $575,262,443 in the October 2026 data, up 24%.
Total employees: 7 in October 2021 and 8 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $641,662,634 to $575,262,443 (-10%).
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Southocean Capital Partners, LLC (CRD 171580): Form ADV filing data as of October 2026.