South Atlantic Capital Management Group, Inc.

www.southatlanticcap.com

South Atlantic Capital Management Group, Inc. is an Independent Investment Advisor registered with the State of North Carolina and the Commonwealth of Virginia. The company acts only as a fee-based investment advisor managing client accounts on a discretionary basis. South Atlantic Capital is a boutique investment management firm offering investment management for separately managed private account portfolios. Our interests are aligned with our client’s interests as the portfolio manager’s assets are invested alongside the client’s assets and our compensation structure is fee based rather than commission based. Since inception (January 1,1992 through December 31, 2020), our flagship Core Equity Composite's annualized return was 11.68%, net of fees, versus the Russell 1000 Value's 9.80% annualized return. Meanwhile, the broad market S&P 500 index returned 10.08% per annum.* *South Atlantic Capital claims compliance with the Global Investment Performance Standards (GIPS®). The firm maintains a complete list and description of composites, as well as GIPS® compliant presentations, which are available upon request at [email protected]. Ashland Partners & Co., LLP, an independent verifier, has verified South Atlantic’s compliance on a firm-wide level for the period January 1, 1992 to September 30, 2016. ACA Performance Services has verified our firm-wide compliance for the period September 30, 2016 to December 31, 2019. All returns are net of management fees and include reinvested dividends and interest. Past results are not indicative of future performance. An investor should further understand that future results may represent losses for account holders.

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South Atlantic Capital Management Group, Inc. is an Independent Investment Advisor registered with the State of North Carolina and the Commonwealth of Virginia. The company acts only as a fee-based investment advisor managing client accounts on a discretionary basis. South Atlantic Capital is a boutique investment management firm offering investment management for separately managed private account portfolios. Our interests are aligned with our client’s interests as the portfolio manager’s assets are invested alongside the client’s assets and our compensation structure is fee based rather than commission based. Since inception (January 1,1992 through December 31, 2020), our flagship Core Equity Composite's annualized return was 11.68%, net of fees, versus the Russell 1000 Value's 9.80% annualized return. Meanwhile, the broad market S&P 500 index returned 10.08% per annum.* *South Atlantic Capital claims compliance with the Global Investment Performance Standards (GIPS®). The firm maintains a complete list and description of composites, as well as GIPS® compliant presentations, which are available upon request at [email protected]. Ashland Partners & Co., LLP, an independent verifier, has verified South Atlantic’s compliance on a firm-wide level for the period January 1, 1992 to September 30, 2016. ACA Performance Services has verified our firm-wide compliance for the period September 30, 2016 to December 31, 2019. All returns are net of management fees and include reinvested dividends and interest. Past results are not indicative of future performance. An investor should further understand that future results may represent losses for account holders.

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Country

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State

North Carolina

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City (Headquarters)

Wilmington

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Employees

1-10

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Estimated Revenue

$1 to $1,000,000

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Potential Decision Makers

  • President

    Email ****** @****.com
    Phone (***) ****-****

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