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SOUTHEAST ASSET ADVISORS, LLC

dba SOUTHEAST ASSET ADVISORS, LLC · CRD 107588 · Registered Investment Adviser

Custody via related personManages private funds

SOUTHEAST ASSET ADVISORS, LLC is a Registered Investment Adviser headquartered in THOMASVILLE, GA. The firm reports $4,199,822,999 in regulatory assets under management across 1,356 accounts, and manages 7 private fund(s). It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$2,417,726,852
Non-discretionary$1,782,096,147
Total RAUM$4,199,822,999
Accounts1,356

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 107588. adviserinfo.sec.gov/firm/summary/107588.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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