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SOUTHPOINT CAPITAL ADVISORS LP

CRD 161754File 801-74264
APPROVED
Custody
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$6.63B
Top 25% of cohort (national)
Discretionary AUM
$6.63B
Clients
2
2 accounts
Employees
17
Top 25% of cohort in NY

Identity & registration

ADV Item 1
Organization form
Limited Partnership
Firm type
Registered
SEC region
NYRO
Registration date
Mar 30, 2012
Principal office
1114 AVENUE OF THE AMERICAS, 22ND FLOOR, NEW YORK, NY, 10036
Phone
212-692-6350

Assets & accounts

ADV Item 5F
Total regulatory AUM
$6.63B
Discretionary AUM
$6.63B
Non-discretionary AUM
$0
Discretionary accounts
2
Non-discretionary accounts
0
Total accounts
2
AUM per client
$3.31B

Clients by type

ADV Item 5D
Client typeClientsAUM
Pooled investment vehicles2$6.63B

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Portfolio management for pooled investment vehicles

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
Yes
Firm Custody Clients
Yes
Firm Custody Securities
Yes
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromToChange
Apr 1, 2026Employees1917decreased by2
Apr 1, 2026AUM$6,536,847,525$6,626,199,868increased by$89,352,343
May 1, 2025
vs Oct 1, 2022
Employees1719increased by2
May 1, 2025
vs Oct 1, 2022
DisclosuresYesNo
May 1, 2025
vs Oct 1, 2022
AUM$7,016,383,050$6,536,847,525decreased by$479,535,525
Apr 1, 2022AUM$7,132,604,773$7,016,383,050decreased by$116,221,723
Apr 1, 2021Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “SOUTHPOINT CAPITAL” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SOUTHPOINT CAPITAL” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.