Firm profile

SOUTHOCEAN CAPITAL PARTNERS, LLC

FT. LAUDERDALE, FLCRD 171580Latest ADV March 31, 2026

Southocean Capital Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Ft. Lauderdale, FL.

Assets Under Management
$575M
Employees
8
Offices
--
Total Clients
17
Primary office
FT. LAUDERDALE, FL
401 E. LAS OLAS BLVD., SUITE 2220, FT. LAUDERDALE, FL, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CEOTimothy E. Bannon
CCOLisa M. Giovannelli

Advisory services offered

1 types reported
Portfolio management for pooled investment vehicles

Fee models offered

2 types reported
Asset based fees
Other fee arrangements
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentPooled Investment Vehicles represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
100.0%
17

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$575Mas of March 31, 2026
Discretionary100.0%
$575M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$575M
Total Accounts17
10Y AUM Change+$61M (+11.9%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees8
Clients per Employee2:1
10Y Employee Change0 (0.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.