# SouthOcean Capital Partners

SouthOcean Capital Partners is a Family Office based in Ft. Lauderdale, United States.

## Overview

- **Organization type:** Family Office
- **Headquarters:** Ft. Lauderdale, United States
- **Region:** North America
- **Address:** 401 E. Las Olas Blvd., Suite 2220, Fort Lauderdale, FL 33301, United States
- **Founded:** 2014
- **Assets under management:** 642 (Altss estimate)
- **Website:** southoceancapital.com
- **LinkedIn:** https://www.linkedin.com/company/southocean-capital-partners

## Regulatory record

- **CRD number:** 171580
- **SEC file number:** 801-80327
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-31T05:00:00.000Z
- **Reports private funds:** Yes
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/171580

## About

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.

## Sectors

- Real Estate
- Private Equity

## People

- 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

## 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.

### 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.

## Related profiles

- [LyonRoss Capital Management](https://altss.com/profile/lyonross-capital-management)
- [WLD Enterprises](https://altss.com/profile/wld-enterprises-inc)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/southocean-capital-partners

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