Asset ManagerRIA · CRD 306444SEC-Registered

Updated:

Southern Magnolia Investment Management

SOUTHERN MAGNOLIA INVESTMENT MANAGEMENT LLC is an SEC-registered investment adviser in STUART, FL. The firm manages approximately $15 million in regulatory...

Southern Magnolia Investment Management

SOUTHERN MAGNOLIA INVESTMENT MANAGEMENT LLC is an SEC-registered investment adviser in STUART, FL. The firm manages approximately $15 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

Asset Manager

Frequently asked questions

Who runs investment decisions at Southern Magnolia Investment Management?

No principals or investment decision-makers are publicly named for Southern Magnolia Investment Management. The firm's leadership team is not disclosed on any public registry or media source.

Is Southern Magnolia Investment Management a family office?

The firm is classified as an asset manager in public records, but no details confirm whether it operates as a single-family office, multi-family office, or other investment vehicle. Its structure remains unclear.

What is Southern Magnolia Investment Management's AUM?

Southern Magnolia Investment Management does not publicly disclose its assets under management. No third-party estimate is available.

How does Southern Magnolia Investment Management deploy capital?

There is no public information on the firm's investment strategy, asset class preferences, or deal structures. It may engage in direct investments, fund commitments, or other strategies, but this is unconfirmed.

What sectors does Southern Magnolia Investment Management target?

The firm has not publicly specified any sector focus. Without a website or media coverage, its target industries are unknown.

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.

Need institutional-grade insight on registered investment advisers?

Altss delivers:

Principals with verified direct contactsAllocation history by asset classOSINT-derived deal signals
Book a demo

Prefer a guided tour?

We’ll walk you through:

Interactive funding timelinesCustom mandate & allocation filters
Book a demo

Browse by category

More Asset Manager profiles