36 South Capital Advisors Llp
- Regulatory AUM
- $1.0B
- Discretionary
- $1.0B
- Clients
- 10
- Avg AUM / client
- $102M
- Accounts
- 10
- Employees
- 24
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 9 | $827M | 81.3% |
| State or municipal government entities | 1 | $191M | 18.7% |
Private funds (5)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $675M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Kohinoor Core (Cayman) Master Fund master | Hedge Fund | Cayman Islands | $264M | 59 |
| Kohinoor Carry Neutral Protection Fund | Hedge Fund | Ireland | $167M | 9 |
| Kohinoor Core Fund | Hedge Fund | Ireland | $166M | 40 |
| Kohinoor Series Three Fund | Hedge Fund | Ireland | $57.6M | 20 |
| Lesedi Fund | Hedge Fund | Ireland | $20.1M | 9 |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Tasker, Michael, Lee | Partner | Jun 2009 (17y) | 25% – 50% | |
| Haworth, Richard, Jeremy | Partner | Oct 2010 (16y) | 75% or more | |
| Lucey, Thomas, Daniel | Chief Compliance Officer | Jan 2018 (9y) | Less than 5% | |
| Evans, Timothy, James | Chief Operating Officer | Jan 2020 (7y) | Less than 5% |
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 (5, $675M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Kohinoor Core (Cayman) Master Fund | Hedge Fund | $264M | $100K | 59 |
| Kohinoor Carry Neutral Protection Fund | Hedge Fund | $167M | $120K | 9 |
| Kohinoor Core Fund | Hedge Fund | $166M | $120K | 40 |
| Kohinoor Series Three Fund | Hedge Fund | $57.6M | $120K | 20 |
| Lesedi Fund | Hedge Fund | $20.1M | $120K | 9 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 2.36 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
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- BNY Mellon $204M (20% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗