SourcingSourcing

MSOUTH EQUITY PARTNERS, LLC

C34
CRD 157601·SEC 801-73504·ATLANTA, GA
AUM
$1.00B
$1B+
Est. Revenue
$10.0M
@ 1% on AUM
Est. EBITDA
$3.0M
@ 30% margin
Est. Deal Value
$24.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MSOUTH EQUITY PARTNERS, LLC
CRD
157601
SEC file #
801-73504
EIN
—
DBA names
—

Economics

AUM
$1.00B
AUM band
$1B+
AUM trajectory
'20'26
$2.09B → $1.00B▼ -52%
Client mix
Pooled Investment Vehicles2

Operations

Employees (total)
18
Advisory staff (per ADV)
13
Advisory staff (5-yr trend)
'20'26
12 advisors → 13 advisors▲ +8%
Primary office
ATLANTA GA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
linkedin.com/company/msouthequitypartners(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MSOUTH MANAGEMENT HOLDINGS, L.P.
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
11
Control Persons
MSOUTH MANAGEMENT HOLDINGS, L.P.
BACON JR, DAVID, F.
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (8)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No

People (10)

10
BACON JR, DAVID, F.
Executive Officer · 2.5%
7356833
BONIFACE, BARRY, LEE
Executive Officer · 2.5%
2096933
CAMPBELL, DANIEL, EMMETT
Executive Officer · 2.5%
7092262
FEIDLER, MARK, LAWRENCE
Executive Officer · 2.5%
5178436
Hauser, Anthony, M
Executive Officer · 2.5%
7245118
LONG, MICHAEL, DAVID
Executive Officer · 2.5%
4369639
MORGAN, WANDA, RICKS
Executive Officer · 2.5%
5925288
PETTIT, PETER, S
Executive Officer · 2.5%
5925287
STUBBS, CHARLES, JAMES
Executive Officer · 2.5%
6629113
CLEMENTS, DINA, VICTOROVNA
Executive Officer · 2.5%
5903688