{"url":"https://nivawealth.com/firms/50-south-capital-advisors-174762","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/174762","regulatoryAum":16072357877,"crd":"174762","secFileNumber":"801-81046","legalName":"50 South Capital Advisors, LLC","displayName":"50 South Capital Advisors","website":"http://www.50southcapital.com","linkedinUrl":"https://www.linkedin.com/company/50-south-capital","founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"50 S Lasalle Street","city":"Chicago","state":"IL","stateName":"Illinois","country":"United States","postalCode":"60603-1008"},"tradeNames":[],"registration":{"secApproved":"11 March 2015","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":68,"advisory":43,"brokerDealerReps":8,"insuranceAgents":0,"promoters":1},"aum":{"discretionary":16072357877,"discretionaryAccounts":139,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":22,"nonAumClients":2},"clientTypes":[{"label":"Investment companies","clients":1,"regulatoryAum":297741675},{"label":"Pooled investment vehicles","clients":126,"regulatoryAum":14807059495},{"label":"Pension and profit-sharing plans","clients":5,"regulatoryAum":411092041},{"label":"Charitable organizations","clients":2,"regulatoryAum":86520453},{"label":"State or municipal government entities","clients":2,"regulatoryAum":294314075},{"label":"Sovereign wealth funds and foreign official institutions","clients":2,"regulatoryAum":103398502},{"label":"Corporations and other businesses","clients":1,"regulatoryAum":72231636}],"fees":[],"feeNotes":[],"custodians":[],"custodyNote":"50 South Capital Advisors has custody of $14.81B for 119 clients.","otherCustodians":[],"leadership":[{"name":"Robert Morgan","title":"Chief Executive Officer/Elected Manager","crd":"4368445"},{"name":"Jeffrey Buth","title":"Chief Financial Officer/Elected Manager","crd":"5481286"},{"name":"Antonio Muinos","title":"Chief Compliance Officer","crd":"6255714"},{"name":"Archana Kumar","title":"Elected Manager","crd":"6919463"},{"name":"Joseph McInerney","title":"Elected Manager","crd":"5037147"},{"name":"Justin Redeker","title":"General Counsel","crd":"7563442"},{"name":"Christian Roth","title":"Elected Manager","crd":"1744854"}],"ownership":[{"label":"Northern Trust Corporation","detail":"Sole member in the 75% or more ownership band and a control person, since January 2015."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":4,"privateResidences":0},"listedOfficeAddresses":5,"officesByState":[{"state":"California","offices":1,"addresses":[{"street":"580 California Street","city":"San Francisco"}]},{"state":"Connecticut","offices":1,"addresses":[{"street":"301 Tresser BLVD","city":"Stamford"}]},{"state":"Illinois","offices":1,"addresses":[{"street":"50 S Lasalle Street","city":"Chicago","headquarters":true}]},{"state":"Indiana","offices":1,"addresses":[{"street":"55 Monument Circle","city":"Indianapolis"}]},{"state":"North Dakota","offices":1,"addresses":[{"street":"122 1/2 Broadway North","city":"Fargo"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"312-557-1998","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Fixed fees (other than subscription fees)","Performance-based fees"],"activities":["Portfolio management for investment companies","Portfolio management for pooled investment vehicles (other than investment companies)","Portfolio management for businesses (other than small businesses) or institutional clients","Selection of other advisers (including private fund managers)"],"financialPlanningClients":null,"assetMix":[{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":100}],"privateFunds":126},"sources":{"adv1FilingDate":"31 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/174762/PDF/174762.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does 50 South Capital Advisors have?","answer":"50 South Capital Advisors has 139 clients and manages $16.1 billion for them, as of March 2026. They include 126 pooled investment vehicles, 5 pension and profit-sharing plans and 2 charitable organizations.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does 50 South Capital Advisors offer?","answer":"50 South Capital Advisors provides portfolio management for investment companies, portfolio management for pooled vehicles, portfolio management for institutions and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does 50 South Capital Advisors have?","answer":"50 South Capital Advisors has 0 investment adviser representatives registered with state securities authorities, out of 68 employees, and 43 perform investment advisory functions. 8 are registered representatives of a broker-dealer and 0 are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does 50 South Capital Advisors invest in?","answer":"At the end of its last fiscal year, 50 South Capital Advisors’ separately managed accounts held 100% pooled vehicles (private funds and similar). It advises 126 private funds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns 50 South Capital Advisors?","answer":"50 South Capital Advisors’ direct owner is Northern Trust Corporation (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does 50 South Capital Advisors get paid?","answer":"50 South Capital Advisors is paid through a percentage of assets under management, fixed fees and performance-based fees. Its Form ADV lists no commissions among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}