Data / Investment advisers / Private funds / South Carolina
Investment advisers in South Carolina that manage private funds: 25 firms
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
25 investment advisers with a main office in South Carolina report 140 private funds in Form ADV item 7.B.(1), in the SEC's file of November 2, 2026. The adviser with the most is Greystar Investment Group, LLC.
The request: Every adviser that manages private funds in South Carolina, with phone and website. $10 of work on sign-up, no card.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- 25Advisers
- 140Private funds
- 8Exempt reporting advisers
- $30.8 billionGross assets of private funds
- November 2, 2026File date
Advisers by private funds
Ranked by the number of private funds the adviser reports in Form ADV item 7.B.(1). Each row links to the firm page where it has one, and to its SEC record.
| Adviser | City | State | Private funds | Hedge | Private equity | Venture capital | Real estate | Fund gross assets | AUM | Source |
|---|---|---|---|---|---|---|---|---|---|---|
| Greystar Investment Group, LLC | Charleston | SC | 51 | Not listed | 3 | Not listed | 48 | $26.46 billion | $36.50 billion | adviserinfo.sec.gov |
| William B. Walkup & Associates, Inc. | Columbia | SC | 13 | Not listed | 13 | Not listed | Not listed | $105.2 million | $178.3 million | adviserinfo.sec.gov |
| Permcap Investment Office | Charleston | SC | 10 | 1 | 3 | Not listed | Not listed | $708.4 million | $4.02 billion | adviserinfo.sec.gov |
| Altriarch Asset Management, LLC | Charleston | SC | 7 | Not listed | Not listed | Not listed | Not listed | $193 million | $349.1 million | adviserinfo.sec.gov |
| XRC Investment Advisors LLC | Aiken | SC | 7 | Not listed | Not listed | 7 | Not listed | $59.6 million | Not listed | adviserinfo.sec.gov |
| Task Force X Capital Management, LLC | Fort Mill | SC | 7 | Not listed | Not listed | 7 | Not listed | $23 million | Not listed | adviserinfo.sec.gov |
| Abacus Planning Group, Inc. | Columbia | SC | 5 | Not listed | 5 | Not listed | Not listed | $12 million | $2.16 billion | adviserinfo.sec.gov |
| Liberty Hall Capital Partners, L.P. | Charleston | SC | 4 | Not listed | 4 | Not listed | Not listed | $501 million | $1.14 billion | adviserinfo.sec.gov |
| Ivy Evergreen, LLC | Charleston | SC | 4 | 3 | 1 | Not listed | Not listed | $155 million | $155 million | adviserinfo.sec.gov |
| Taverik Capital, LLC | Greenville | SC | 4 | 1 | Not listed | Not listed | 3 | $62.1 million | $97.5 million | adviserinfo.sec.gov |
| Apollon Wealth Management, LLC | Mount Pleasant | SC | 4 | 1 | Not listed | Not listed | Not listed | $53.2 million | $11.56 billion | adviserinfo.sec.gov |
| Bowside Capital, LLC | Charleston | SC | 3 | Not listed | 3 | Not listed | Not listed | $229.8 million | $229.8 million | adviserinfo.sec.gov |
| Frontline Healthcare Partners | Charleston | SC | 3 | Not listed | 3 | Not listed | Not listed | $168.1 million | $168.1 million | adviserinfo.sec.gov |
| Global Frontier Investments, LLC | Charleston | SC | 3 | 2 | Not listed | 1 | Not listed | $104.2 million | $682 million | adviserinfo.sec.gov |
| Ground Swell Capital, LLC | Folly Beach | SC | 2 | 2 | Not listed | Not listed | Not listed | $949.2 million | $949.2 million | adviserinfo.sec.gov |
| Performa Limited (US), LLC | Charleston | SC | 2 | 1 | Not listed | Not listed | Not listed | $320.4 million | $4.49 billion | adviserinfo.sec.gov |
| Ihg | Bluffton | SC | 2 | Not listed | Not listed | Not listed | 2 | $43.9 million | Not listed | adviserinfo.sec.gov |
| Preference Capital Partners LLC | Charleston | SC | 2 | Not listed | Not listed | Not listed | Not listed | $39.8 million | Not listed | adviserinfo.sec.gov |
| Volofin Capital Management | Daniel Island | SC | 1 | Not listed | Not listed | Not listed | Not listed | $309 million | $1.01 billion | adviserinfo.sec.gov |
| Breach Inlet Capital Management, LLC | Mt. Pleasant | SC | 1 | 1 | Not listed | Not listed | Not listed | $227.7 million | $227.7 million | adviserinfo.sec.gov |
| Big Red House Management | Mount Pleasant | SC | 1 | Not listed | Not listed | 1 | Not listed | $32.5 million | Not listed | adviserinfo.sec.gov |
| S2f Capital Management | Charleston | SC | 1 | 1 | Not listed | Not listed | Not listed | $14.5 million | Not listed | adviserinfo.sec.gov |
| Magnolia Financial Planning Services, Inc. | Seneca | SC | 1 | 1 | Not listed | Not listed | Not listed | $8.8 million | $225.7 million | adviserinfo.sec.gov |
| Nautilus Funding Solutions | Daniel Island | SC | 1 | Not listed | Not listed | Not listed | Not listed | $6 million | Not listed | adviserinfo.sec.gov |
| Seas Management, LLC | Florence | SC | 1 | Not listed | Not listed | Not listed | Not listed | Not listed | Not listed | 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.