Investment adviser · CRD 157601

MSOUTH EQUITY PARTNERS, LLC

Investment adviser filing (IA)

ATLANTA, GA, United States · Form ADV filed Mar 31, 2026

Regulatory AUM
$1B
Form ADV · Item 5.F
Client accounts
2
Accounts, not individual clients
Employees
18
Reported in this filing
Advisory professionals
13
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Pooled investment vehicles2$1,004,092,328100.0%
Filing source

Form ADV 2069373 · Mar 31, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

5 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

MSOUTH EQUITY PARTNERS IV, LPPrivate Equity Fund · Last reported Mar 31, 2026$896MGross asset value

Form D fundraising filings

MSouth Equity Partners IV, L.P.

Fund administrator CITCO FUND SERVICES (USA), INC. JERSEY CITY, New Jersey, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor DELOITTE & TOUCHE, LLP ATLANTA, Georgia, United States
Custodian BMO HARRIS BANK, NA CHICAGO, Illinois, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

DELOITTE & TOUCHE, LLP
PCAOB 34

BMO HARRIS BANK, NA
LEI 3Y4U8VZURTYWI1W2K376

Fund details & source
Fund ID
805-2650128392
Reported beneficial owners
104
Minimum commitment
$5M
Form D file number
021-313083

Form ADV 2069373 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

MSOUTH EQUITY PARTNERS III, LPPrivate Equity Fund · Last reported Mar 31, 2026$8.15MGross asset value

Form D fundraising filings

MSouth Equity Partners III, L.P.

Fund administrator CITCO FUND SERVICES (USA), INC. JERSEY CITY, New Jersey, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor DELOITTE & TOUCHE, LLP ATLANTA, Georgia, United States
Custodian BMO HARRIS BANK, NA CHICAGO, Illinois, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

DELOITTE & TOUCHE, LLP
PCAOB 34

BMO HARRIS BANK, NA
LEI 3Y4U8VZURTYWI1W2K376

Fund details & source
Fund ID
805-5435279916
Reported beneficial owners
69
Minimum commitment
$5M
Form D file number
021-241387

Form ADV 2069373 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

MSOUTH EQUITY PARTNERS, LPPrivate Equity Fund · Last reported Mar 27, 2020$65.8MGross asset value
Auditor DELOITTE & TOUCHE, LLP ATLANTA, Georgia, United States
Custodian SUNTRUST BANK, NA ATLANTA, Georgia, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

DELOITTE & TOUCHE, LLP
PCAOB 34

SUNTRUST BANK, NA
LEI IYDOJBGJWY9T8XKCSX06

Fund details & source
Fund ID
805-6385063442
Reported beneficial owners
26
Minimum commitment
$5M
Form D file number
021-1527170

Form ADV 1388017 · Mar 27, 2020 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

MSOUTH EQUITY PARTNERS II (AIV), LPPrivate Equity Fund · Last reported Mar 31, 2021$1.46MGross asset value
Auditor DELOITTE & TOUCHE, LLP ATLANTA, Georgia, United States
Custodian BMO HARRIS BANK, N.A. CHICAGO, Illinois, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

DELOITTE & TOUCHE, LLP
PCAOB 34

BMO HARRIS BANK, N.A.
LEI 3Y4U8VZURTYWI1W2K376

Fund details & source
Fund ID
805-9496870936
Reported beneficial owners
42
Minimum commitment
$5M

Form ADV 1519874 · Mar 31, 2021 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

MSOUTH EQUITY PARTNERS II, LPPrivate Equity Fund · Last reported Jun 14, 2024$1.29MGross asset value

Form D fundraising filings

MSouth Equity Partners II, L.P.

Auditor DELOITTE & TOUCHE, LLP ATLANTA, Georgia, United States
Custodian BMO HARRIS BANK, NA CHICAGO, Illinois, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

DELOITTE & TOUCHE, LLP
PCAOB 34

BMO HARRIS BANK, NA
LEI 3Y4U8VZURTYWI1W2K376

Fund details & source
Fund ID
805-4001885505
Reported beneficial owners
44
Minimum commitment
$5M
Form D file number
021-163901

Form ADV 1882796 · Jun 14, 2024 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 31, 2026. View historical filings

Reported services

Pooled investment vehicle management

Compensation

Percentage of assets · Performance-based

Principal office

TWO BUCKHEAD PLAZA, 3050 PEACHTREE ROAD NW, SUITE 550
ATLANTA, GA, 30305, United States

CRD 157601

Filing source

Form ADV 2069373 · Mar 31, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.