Primer of U.S Southeast Public Equity Investment Funds

AL, AK, GA, KY, NC, SC, and TN

In this article, you will learn about the 20 major public equity investment firms in the U.S. Midwest area covering the states of: Alabama, Arkansas, Georgia, Kentucky, North Carolina, South Carolina, Tennessee.

I will cover the state of Virginia in a separate “DC area primer” as Virginia has sizeable number of notable funds.

Things to note

• This list will be updated when there are notable fund closures or new launches. Updated as of 5/6/2025

• I try my best to only include independent U.S. institutional investment firms, which means excluding:

  • Bank-owned asset management firms, like GS Asset Management (GSAM)

  • Profiles of PMs working at a multi-manager platform (unless they have founded their own firm)

  • U.S. subsidiary of non-American firms (such as Vontebel)

  • Wealth managers, financial advisors, financial planners, etc.

• All firms described are more than $100 million AUM.

• AUM figures are regulatory figures as of 2/28/25 (unless specified otherwise), which include leverage if it’s a hedge fund

My count of institutional investment firms for the U.S. Southeast: 15 HFs, 35 Long-onlys