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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
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
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.
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