Southern Equity

Overview

Southern Equity provides strategic advisory services and long-term capital through affiliated funds. The firm works with clients to sustain and grow assets, manage legacies, and create social impact.²

History

Southern Equity was founded in 2008 as entrepreneur Allen Nance’s family office and became a multi-family office in 2021.³

Services

The firm’s private equity strategy provides creative financing solutions to businesses across sectors and geographies, supported by global sourcing, market expertise, operational experience, and structuring skills.⁴

Its venture capital strategy invests alongside partners with positions in venture capital firms to make early investments in promising companies with significant growth potential.⁵

Southern Equity’s private credit strategy works with GP and LP direct lenders to provide financing solutions across sectors and geographies.⁶

Its real estate strategy focuses on large-scale, high-quality assets in high barrier-to-entry locations and partners with investors who share a long-term investment mindset.⁷

What the firm offers

• Private and alternative investments

Client Focus

Southern Equity serves strategic, long-term investors and works with co-investors after investing its own capital first.⁸

The firm reports investing in more than 50 companies worldwide. Those businesses generate over $1B in annual revenue and employ more than 5,000 people.⁹

Approach

Southern Equity describes its culture as relationship-focused and people-first, emphasizing a global network, trusted long-term advice, mission-driven investing, and stewardship.¹⁰

Assets and Registration

Southern Equity Advisors LLC is an SEC-registered investment adviser with CRD number 330821 and SEC file number 801-130324. Its Form ADV lists the registration as approved effective May 22, 2024.¹¹

The firm’s Form ADV dated March 20, 2026 reports $788,115,434 in regulatory assets under management.¹²

By the numbers

FAQs

Related resources

• DataMFOs by US state

  The US state directory helps a family or business owner compare multifamily office options by location and regional focus. It can add local context when considering Southern Equity's global private equity, venture capital, private credit, and real estate strategies.

• Network siteEstatePlanner.com

  EstatePlanner.com's guides on wills, trusts, and estate planning help readers consider how private and alternative investments may fit with ownership structures and succession plans. These topics can matter to families or business owners reviewing long term financial arrangements.

• GuideHow to choose a multifamily office

  This guide outlines questions to ask when comparing multifamily offices, including services, investment approach, client fit, and communication. A reader can use those points to assess whether a firm serving strategic, long term investors matches their needs across private equity, venture capital, private credit, and real estate.

• DataMFO registration status data

  Registration status data gives readers a due diligence reference when reviewing firms that offer private and alternative investments. Checking available registration information can help a family or business owner frame questions about oversight, structure, and the firm's role in managing capital.

• Similar firmsAaron Wealth Advisors
  ACCESS WEALTH MANAGEMENT, LLC
  Addicus Advisory, LLC

  Profiles for Aaron Wealth Advisors, ACCESS WEALTH MANAGEMENT, LLC, and Addicus Advisory, LLC offer comparison points for readers reviewing other firms on this site. Looking across their stated services and client focus can help clarify which type of adviser fits alongside Southern Equity's investment strategies.

Sources

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.