Investment adviser · CRD 288388
SOUTHLAKE EQUITY GROUP
Exempt reporting adviser (ERA)
Exempt reporting advisers use a shorter Form ADV report. Some adviser-level figures are not reported; fund disclosures appear below when available.
SOUTHLAKE EQUITY GROUP, LLC
SOUTHLAKE, TX, United States · Form ADV filed Mar 17, 2021
Adviser-level assets, account counts and staffing figures are unavailable in this filing. View the reported fund disclosures below →
Private funds & service providers
1 Private fundThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
SOUTHLAKE EQUITY FUND, LLCPrivate Equity Fund · Last reported Mar 17, 2021$0Gross asset value
Form D fundraising filings
No provider names available in this fund's imported disclosure.
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
Fund details & source
- Fund ID
- 805-3481956949
- Reported beneficial owners
- 28
- Minimum commitment
- $50K
- Form D file number
- 021-286289
Form ADV 1512119 · Mar 17, 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.
Services & filing details
Most recent filing: Mar 17, 2021. View historical filings
Reported services
Not reported in these imported fields
Compensation
Not reported in these imported fields
Principal office
950 E. STATE HIGHWAY 114, SUITE 160SOUTHLAKE, TX, 76092, United States
CRD 288388
Filing source
Form ADV 1512119 · Mar 17, 2021 · 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.