Single Family OfficeRIA · CRD 171580SEC-RegisteredPrivate Fund Adviser

Updated:

SouthOcean Capital Partners

SouthOcean Capital Partners traces its roots to the Horvitz family through WLD Enterprises. David Horvitz serves as Chairman and CEO. The firm operates from...

SouthOcean Capital Partners logo

SouthOcean Capital Partners

SouthOcean Capital Partners traces its roots to the Horvitz family through WLD Enterprises. David Horvitz serves as Chairman and CEO. The firm operates from Fort Lauderdale and focuses on preserving and growing family wealth through disciplined allocation. Investment activity centers on direct co-investments, SPVs, private equity, private credit, and real estate. The firm evaluates opportunities across North America. No specific portfolio holdings or co-investors appear in public records. Geographic scope remains limited to the United States and Canada. Team size and total deployment figures remain undisclosed beyond the AUM estimate. David M. Roth acts as a principal alongside Horvitz. The firm maintains relationships with philanthropic entities including Camp Boggy Creek and the Community Foundation of Broward County. No operational events from the past 24 months are recorded. The structure functions as a single-family office that also presents itself publicly as a boutique real estate private equity manager. This dual posture stems directly from its origin within the Horvitz family investment apparatus rather than an external mandate.

General information

Firm type

Single Family Office

Year founded

2014

Location

Region

North America

Country

United States

City

Ft. Lauderdale

Corporate office

401 E. Las Olas Blvd., Suite 2220, Fort Lauderdale, FL 33301, United States

Principals

David Horvitz

Chairman & CEO

David M. Roth

Principal

Adam Kowalski

Senior Vice President of Investments

Jackie Bellows

Vice President, Head of Marketing and Investor Relations

Sector focus

Real EstatePrivate Equity

Frequently asked questions

Who runs investment decisions at SouthOcean Capital Partners?

David Horvitz serves as Chairman and CEO. David M. Roth participates as a principal. Adam Kowalski holds the role of Senior Vice President of Investments.

Where does the underlying wealth come from?

The capital originates from the Horvitz family. The firm succeeded WLD Enterprises, the prior investment company for family descendants.

Is SouthOcean Capital Partners structured as a single family office or does it operate more like a venture firm?

It functions as a single-family office. Public materials also describe it as a boutique opportunistic real estate private equity firm.

What investment types does SouthOcean Capital Partners use?

The firm deploys through direct co-investments, SPVs, private equity, private credit, and real estate. Geographic focus stays within North America.

Does SouthOcean Capital Partners maintain philanthropic structures?

The firm and its principals support multiple organizations including Camp Boggy Creek, the Community Foundation of Broward County, and Kenyon College.

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 family offices?

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 Ft. Lauderdale Single Family Office profiles