Data / Investment advisers / Serving pooled investment vehicles / South Carolina

Investment advisers in South Carolina serving pooled investment vehicles: 19 firms

Name: Investment advisers in South Carolina serving pooled investment vehicles: Form ADV data
Creator: SpecStream
License: https://creativecommons.org/licenses/by/4.0/

Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.

19 SEC registered investment advisers with a main office in South Carolina report pooled investment vehicles among their clients in Form ADV item 5.D, and together they attribute $42.8 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is Greystar Investment Group, LLC.

The request: Every investment adviser in South Carolina that serves pooled investment vehicles, with AUM, phone and website. $10 of work on sign-up, no card.

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19Advisers
$42.8 billionAUM from this client type
18Advisers over $100 million
November 2, 2026File date

Advisers in South Carolina serving pooled investment vehicles

Ranked by the AUM the adviser attributes to this client type. Each row links to the firm page where it has one, and to its SEC record.

Adviser	City	Clients of this type	AUM from this type	Total AUM	Source
Greystar Investment Group, LLC	Charleston	69	$36.38 billion	$36.50 billion	adviserinfo.sec.gov
Performa Limited (US), LLC	Charleston	7	$2.23 billion	$4.49 billion	adviserinfo.sec.gov
Liberty Hall Capital Partners, L.P.	Charleston	7	$1.14 billion	$1.14 billion	adviserinfo.sec.gov
Ground Swell Capital, LLC	Folly Beach	2	$949.2 million	$949.2 million	adviserinfo.sec.gov
Altriarch Asset Management, LLC	Charleston	7	$349.1 million	$349.1 million	adviserinfo.sec.gov
Volofin Capital Management	Daniel Island	1	$309 million	$1.01 billion	adviserinfo.sec.gov
Bowside Capital, LLC	Charleston	3	$229.8 million	$229.8 million	adviserinfo.sec.gov
Breach Inlet Capital Management, LLC	Mt. Pleasant	1	$227.7 million	$227.7 million	adviserinfo.sec.gov
Frontline Healthcare Partners	Charleston	3	$168.1 million	$168.1 million	adviserinfo.sec.gov
Ivy Evergreen, LLC	Charleston	4	$155 million	$155 million	adviserinfo.sec.gov
SQN Venture Partners, LLC	Charleston	3	$137.3 million	$137.3 million	adviserinfo.sec.gov
Brickell Key Asset Management LLC	Charleston	1	$119.9 million	$119.9 million	adviserinfo.sec.gov
Global Frontier Investments, LLC	Charleston	3	$103.5 million	$682 million	adviserinfo.sec.gov
William B. Walkup & Associates, Inc.	Columbia	13	$89.4 million	$178.3 million	adviserinfo.sec.gov
Taverik Capital, LLC	Greenville	4	$72.8 million	$97.5 million	adviserinfo.sec.gov
Apollon Wealth Management, LLC	Mount Pleasant	4	$53.2 million	$11.56 billion	adviserinfo.sec.gov
Permcap Investment Office	Charleston	11	$27.6 million	$4.02 billion	adviserinfo.sec.gov
Magnolia Financial Planning Services, Inc.	Seneca	2	$16.3 million	$225.7 million	adviserinfo.sec.gov
Blue Granite Capital, LLC	Charleston	2	$15.7 million	$108.8 million	adviserinfo.sec.gov

Also on SpecStream

Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.