Southfield Capital Lp
- Regulatory AUM
- $2.1B
- Discretionary
- $2.1B
- Clients
- 8
- Avg AUM / client
- $257M
- Accounts
- 8
- Employees
- 27
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 8 | $2.1B | 100.0% |
Private funds (17)
View all →Reported in Form ADV Section 7.B.(1), filing of May 2024 · $1.5B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Southfield Capital Iii Lp | Private Equity Fund | Delaware | $381M | 44 |
| Southfield Protos Annex Fund, Lp | Private Equity Fund | Delaware | $303M | 21 |
| Southfield Freeze Lp | Private Equity Fund | Delaware | $271M | 42 |
| Southfield Mezzanine Capital Ii Lp | Other Private Fund | Delaware | $167M | 35 |
| Southfield Capital Ii Lp | Private Equity Fund | Delaware | $166M | 42 |
| Southfield Mezzanine Capital Lp | Other Private Fund | Delaware | $95.9M | 36 |
| Southfield Security Services Investment Lp | Private Equity Fund | Delaware | $74.7M | 4 |
| Sc Iii Fastlane Co Invest Lp | Private Equity Fund | Delaware | $23.7M | 1 |
| Southfield Alba Co Invest Lp | Private Equity Fund | Delaware | $17.5M | 2 |
| Smc Everside Wwlt Llc | Private Equity Fund | Delaware | $280K | 3 |
| Sc Iii Alba Blocked Feeder Lp | Private Equity Fund | Delaware | $0 | 14 |
| Sc Iii Fastlane Blocked Feeder Lp | Private Equity Fund | Delaware | $0 | 14 |
| Sc Iii Fastlane Unblocked Feeder Lp | Private Equity Fund | Delaware | $0 | 30 |
| Southfield Protos Annex Aggregator Llc | Private Equity Fund | Delaware | $0 | 3 |
| Sc Iii Alba Lp | Private Equity Fund | Delaware | $0 | 44 |
People (2)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Goldstein, Jonathan, M. | Cfo, Cco | Mar 2012 (14y) | Less than 5% | |
| Levison, A, Andrew | Managing Member, Ceo | Mar 2012 (14y) | 75% or more |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Southfield Capital Holdings Llc | Owner | Dec 2022 | A | 75% or more |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (17, $1.5B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Southfield Capital Iii Lp | Private Equity Fund | $381M | $400K | 44 |
| Southfield Protos Annex Fund, Lp | Private Equity Fund | $303M | $200K | 21 |
| Southfield Freeze Lp | Private Equity Fund | $271M | $104K | 42 |
| Southfield Mezzanine Capital Ii Lp | Other Private Fund | $167M | $100K | 35 |
| Southfield Capital Ii Lp | Private Equity Fund | $166M | $250K | 42 |
| Southfield Mezzanine Capital Lp | Other Private Fund | $95.9M | $100K | 36 |
| Southfield Security Services Investment Lp | Private Equity Fund | $74.7M | $2.7M | 4 |
| Sc Iii Fastlane Co Invest Lp | Private Equity Fund | $23.7M | $200K | 1 |
| Southfield Alba Co Invest Lp | Private Equity Fund | $17.5M | $0 | 2 |
| Smc Everside Wwlt Llc | Private Equity Fund | $280K | $131K | 3 |
| Sc Iii Alba Blocked Feeder Lp | Private Equity Fund | $0 | $650K | 14 |
| Sc Iii Fastlane Blocked Feeder Lp | Private Equity Fund | $0 | $650K | 14 |
| Sc Iii Fastlane Unblocked Feeder Lp | Private Equity Fund | $0 | $400K | 30 |
| Southfield Protos Annex Aggregator Llc | Private Equity Fund | $0 | $0 | 3 |
| Sc Iii Alba Lp | Private Equity Fund | $0 | $400K | 44 |
| Sc Iii Fastlane Lp | Private Equity Fund | $0 | $400K | 44 |
| Sc Iii Alba Unblocked Feeder Lp | Private Equity Fund | $0 | $400K | 30 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 7.55 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗