Multi-Family OfficeRIA · CRD 107588SEC-RegisteredPrivate Fund Adviser

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Southeast Asset Advisors

Bernard Lanigan Jr. established the firm in Thomasville, Georgia. It began as an accounting practice and evolved into a multi-family office serving clients...

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Southeast Asset Advisors

Bernard Lanigan Jr. established the firm in Thomasville, Georgia. It began as an accounting practice and evolved into a multi-family office serving clients across the United States. The firm allocates across public equities, hedge funds, private equity, and direct co-investments through SPVs. It maintains exposure to data analytics, media, industrial technology, and circular economy sectors. Confirmed holdings include positions in CNX Resources via Lanigan Family Holdings. Geographic focus remains limited to North America. The team includes President C. Bradford Jackson and COO Mark C. Saussy. The firm reports $3.7 billion in assets. It maintains memberships in YPO and the Rotary Club of Thomasville. No operational events from the last 24 months appear in available records. The structure grew directly from Lanigan’s accounting firm, Lanigan & Associates, creating an integrated tax and investment platform for the same client base.

General information

Firm type

Multi Family Office

Year founded

1991

Location

Region

North America

Country

United States

City

Thomasville

Corporate office

Thomasville, GA, United States

Principals

Bernard Lanigan Jr.

Founder and Chairman

C. Bradford Jackson

President and Co-Founder

Mark C. Saussy

COO and Executive Vice President

Sector focus

Data AnalyticsMedia & EntertainmentIndustrial TechCircular EconomyAI/MLEnterprise Software

Frequently asked questions

Who runs investment decisions at Southeast Asset Advisors?

Bernard Lanigan Jr. serves as Founder and Chairman. C. Bradford Jackson acts as President and Co-Founder. Mark C. Saussy holds the role of COO and Executive Vice President.

Does Southeast Asset Advisors participate in fund commitments or only direct deals?

The firm uses fund-of-funds, hedge funds, and direct co-investments through SPVs. It combines external fund exposure with targeted private investments.

Where does Southeast Asset Advisors invest geographically?

All confirmed activity occurs in North America. The firm has not disclosed allocations outside this region.

What asset classes does Southeast Asset Advisors deploy into?

Public equities form the core. Additional exposure includes hedge funds, private equity, and direct co-investments.

How is Southeast Asset Advisors related to Lanigan & Associates?

Bernard Lanigan Jr. founded both entities. The accounting practice supplied the original client base that later became the multi-family office.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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