Investment adviser · CRD 163023

SOUTHFIELD CAPITAL LP

Investment adviser filing (IA)

GREENWICH, CT, United States · Form ADV filed Mar 31, 2026

Regulatory AUM: $2.06B
Client accounts: 8
Employees: 27
Advisory professionals: 24

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Pooled investment vehicles	8	$2,057,155,514	100.0%

Filing source

Form ADV 2045811 · 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

32 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.

SOUTHFIELD CAPITAL IV-A LPPrivate Equity Fund · Last reported Mar 31, 2026$384MGross asset value

Form D fundraising filings

Southfield Capital IV-A LP

Fund administrator ZOOK DINON PA MOORESTOWN, New Jersey, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor COHN REZNICK HARTFORD, Connecticut, United States

Custodian JPMORGAN CHASE BANK, N.A. NEW YORK, New York, United States Related to adviser: No

Marketer ATLANTIC - PACIFIC CAPITAL, INC. STAMFORD, Connecticut, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

COHN REZNICK
PCAOB 596

ATLANTIC - PACIFIC CAPITAL, INC.
CRD 38356 · SEC 8-48198

Fund details & source

Fund ID: 805-7597020268
Reported beneficial owners: 33
Minimum commitment: $5M
Form D file number: 021-509062

Form ADV 2045811 · 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.

SOUTHFIELD CAPITAL III LPPrivate Equity Fund · Last reported Mar 31, 2026$331MGross asset value

Form D fundraising filings

Southfield Capital III LP

Fund administrator ZOOK DINON PA MOORESTOWN, New Jersey, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor COHN REZNICK LLP HARTFORD, Connecticut, United States

Custodian JPMORGAN CHASE BANK, N.A. NEW YORK, New York, United States Related to adviser: No

Marketer ATLANTIC - PACIFIC CAPITAL, INC. STAMFORD, Connecticut, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

COHN REZNICK LLP
PCAOB 596

ATLANTIC - PACIFIC CAPITAL, INC.
CRD 38356 · SEC 8-48198

Fund details & source

Fund ID: 805-4784162318
Reported beneficial owners: 44
Minimum commitment: $400K
Form D file number: 021-369908

Form ADV 2045811 · 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.

SOUTHFIELD FREEZE LPPrivate Equity Fund · Last reported Mar 31, 2026$261MGross asset value

Form D fundraising filings

Southfield Freeze LP

Fund administrator ZOOK DINON PA MOORESTOWN, New Jersey, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor COHN REZNICK LLP HARTFORD, Connecticut, United States

Custodian JPMORGAN CHASE BANK, N.A. NEW YORK, New York, 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

COHN REZNICK LLP
PCAOB 596

Fund details & source

Fund ID: 805-5495222195
Reported beneficial owners: 43
Minimum commitment: $104K
Form D file number: 021-474656

Form ADV 2045811 · 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.

SOUTHFIELD PROTOS ANNEX FUND, LPPrivate Equity Fund · Last reported Mar 31, 2026$242MGross asset value

Form D fundraising filings

Southfield Protos Annex Fund, LP

Fund administrator ZOOK DINON PA MOORESTOWN, New Jersey, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor COHN REZNICK LLP HARTFORD, Connecticut, United States

Custodian JPMORGAN CHASE BANK, N.A. NEW YORK, New York, United States Related to adviser: No

Marketer ATLANTIC - PACIFIC CAPITAL, INC. STAMFORD, Connecticut, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

COHN REZNICK LLP
PCAOB 596

ATLANTIC - PACIFIC CAPITAL, INC.
CRD 38356 · SEC 8-48198

Fund details & source

Fund ID: 805-8895055138
Reported beneficial owners: 21
Minimum commitment: $200K
Form D file number: 021-405659

Form ADV 2045811 · 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.

SOUTHFIELD CAPITAL IV-B LPPrivate Equity Fund · Last reported Mar 31, 2026$177MGross asset value

Form D fundraising filings

Southfield Capital IV-B LP

Fund administrator ZOOK DINON PA MOORESTOWN, New Jersey, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor COHN REZNICK HARTFORD, Connecticut, United States

Custodian JPMORGAN CHASE BANK, N.A. NEW YORK, New York, United States Related to adviser: No

Marketer ATLANTIC - PACIFIC CAPITAL, INC. STAMFORD, Connecticut, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

COHN REZNICK
PCAOB 596

ATLANTIC - PACIFIC CAPITAL, INC.
CRD 38356 · SEC 8-48198

Fund details & source

Fund ID: 805-8289285758
Reported beneficial owners: 16
Minimum commitment: $5M
Form D file number: 021-509064

Form ADV 2045811 · 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.

SOUTHFIELD MEZZANINE CAPITAL II LPOther Private Fund · Last reported Mar 31, 2026$164MGross asset value

Fund administrator ZOOK DINON PA MOORESTOWN, New Jersey, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor COHN REZNICK LLP HARTFORD, Connecticut, United States

Custodian FIFTH THIRD COMMERCIAL BANK CINCINNATI, Ohio, 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

COHN REZNICK LLP
PCAOB 596

Fund details & source

Fund ID: 805-5524085068
Reported beneficial owners: 37
Minimum commitment: $100K

Form ADV 2045811 · 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.

SOUTHFIELD CAPITAL II LPPrivate Equity Fund · Last reported Mar 31, 2026$122MGross asset value

Form D fundraising filings

Southfield Capital II LP

Fund administrator ZOOK DINON PA MOORESTOWN, New Jersey, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor COHN REZNICK LLP HARTFORD, Connecticut, United States

Custodian JPMORGAN CHASE BANK, N.A. NEW YORK, New York, United States Related to adviser: No

Marketer STONINGTON DRIVE SECURITIES LLC SHORT HILLS, New Jersey, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

COHN REZNICK LLP
PCAOB 596

STONINGTON DRIVE SECURITIES LLC
CRD 287876 · SEC 8-69914

Fund details & source

Fund ID: 805-7419670683
Reported beneficial owners: 43
Minimum commitment: $250K
Form D file number: 021-244333

Form ADV 2045811 · 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.

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

140 GREENWICH AVENUE, 4TH FLOOR
GREENWICH, CT, 06830, United States

CRD 163023

Filing source

Form ADV 2045811 · 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.