THREE ADVISORS INC.
Legal name: SOUTHBRIDGE
CRD #119040 SEC #801-77550 ATLANTA, GA (770) 333-0113
SEC Registered
Total AUM
$242.3M
Discretionary
$159.2M
Employees
8
Clients
1
Accounts
678
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2019 | $242.3M | $159.2M | $83.1M | 8 | 0 |
| Jul 2019 | $242.3M | $159.2M | $83.1M | 8 | 0 |
| Jul 2019 | $242.3M | $159.2M | $83.1M | 8 | 0 |
| Mar 2019 | $702.6M | $576.7M | $126M | 16 | 65 |
| Jul 2018 | $454.3M | $329.9M | $124.3M | 12 | 0 |
| Mar 2018 | $454.3M | $329.9M | $124.3M | 12 | 0 |
| Apr 2017 | $312.4M | $229.7M | $82.7M | 16 | 600 |
| Mar 2017 | $284.4M | $154.2M | $130.2M | 16 | 600 |
| Nov 2016 | $284.4M | $154.2M | $130.2M | 16 | 600 |
| Oct 2016 | $284.4M | $154.2M | $130.2M | 16 | 600 |
| Apr 2016 | $284.4M | $154.2M | $130.2M | 17 | 600 |
| Apr 2016 | $284.4M | $154.2M | $130.2M | 17 | 600 |
| Mar 2016 | $284.4M | $154.2M | $130.2M | 17 | 600 |
| Mar 2016 | $284.4M | $154.2M | $130.2M | 17 | 600 |
| Mar 2016 | $284.4M | $154.2M | $130.2M | 17 | 600 |
| Jan 2016 | $281.7M | $158M | $123.7M | 17 | 300 |
| Nov 2015 | $281.7M | $158M | $123.7M | 17 | 300 |
| Jul 2015 | $281.7M | $158M | $123.7M | 17 | 300 |
| Jun 2015 | $281.7M | $158M | $123.7M | 17 | 300 |
| Jun 2015 | $214.5M | $128.9M | $85.6M | 17 | 300 |
| May 2015 | $214.5M | $128.9M | $85.6M | 17 | 300 |
| May 2015 | $214.5M | $128.9M | $85.6M | 16 | 300 |
| May 2015 | $214.5M | $128.9M | $85.6M | 16 | 300 |
| Apr 2015 | $214.5M | $128.9M | $85.6M | 14 | 300 |
| Mar 2015 | $214.5M | $128.9M | $85.6M | 14 | 300 |
| Feb 2015 | $221.1M | $75.1M | $146M | 14 | 300 |
| Jan 2015 | $221.1M | $75.1M | $146M | 13 | 281 |
| Dec 2014 | $221.1M | $75.1M | $146M | 13 | 281 |
| Oct 2014 | $221.1M | $75.1M | $146M | 13 | 281 |
| Sep 2014 | $221.1M | $75.1M | $146M | 13 | 281 |
| Jul 2014 | $168.8M | $65.6M | $103.2M | 13 | 281 |
| May 2014 | $168.8M | $65.6M | $103.2M | 13 | 281 |
| Apr 2014 | $168.8M | $65.6M | $103.2M | 13 | 281 |
| Apr 2014 | $168.8M | $65.6M | $103.2M | 12 | 281 |
| Mar 2014 | $168.8M | $65.6M | $103.2M | 12 | 281 |
| Mar 2014 | $168.8M | $65.6M | $103.2M | 12 | 281 |
| Mar 2014 | $179.9M | $93.6M | $86.3M | 12 | 281 |
| Mar 2014 | $179.9M | $93.6M | $86.3M | 11 | 281 |
| Nov 2013 | $151.5M | $46.6M | $104.9M | 11 | 281 |
| Oct 2013 | $151.5M | $46.6M | $104.9M | 11 | 281 |
| Sep 2013 | $112.8M | $43.1M | $69.7M | 11 | 281 |
| Mar 2013 | $112.8M | $43.1M | $69.7M | 10 | 281 |
| Feb 2013 | $112.8M | $43.1M | $69.7M | 10 | 281 |
| Feb 2013 | $112.8M | $43.1M | $69.7M | 10 | 281 |
| Jan 2013 | $112.8M | $43.1M | $69.7M | 10 | 281 |
| May 2012 | $54.5M | $54.5M | $0 | 1 | 120 |
| May 2012 | $54.5M | $54.5M | $0 | 1 | 120 |
| Mar 2012 | $54.5M | $54.5M | $0 | 1 | 120 |
| Jun 2011 | $38.6M | $0 | $38.6M | 5 | -- |
| Mar 2011 | $38.6M | $0 | $38.6M | 5 | -- |
| Mar 2010 | $26.3M | $0 | $26.3M | 5 | -- |
DateDec 2019
Total AUM$242.3M
Discretionary$159.2M
Non-Disc.$83.1M
Employees8
Clients0
DateJul 2019
Total AUM$242.3M
Discretionary$159.2M
Non-Disc.$83.1M
Employees8
Clients0
DateJul 2019
Total AUM$242.3M
Discretionary$159.2M
Non-Disc.$83.1M
Employees8
Clients0
DateMar 2019
Total AUM$702.6M
Discretionary$576.7M
Non-Disc.$126M
Employees16
Clients65
DateJul 2018
Total AUM$454.3M
Discretionary$329.9M
Non-Disc.$124.3M
Employees12
Clients0
DateMar 2018
Total AUM$454.3M
Discretionary$329.9M
Non-Disc.$124.3M
Employees12
Clients0
DateApr 2017
Total AUM$312.4M
Discretionary$229.7M
Non-Disc.$82.7M
Employees16
Clients600
DateMar 2017
Total AUM$284.4M
Discretionary$154.2M
Non-Disc.$130.2M
Employees16
Clients600
DateNov 2016
Total AUM$284.4M
Discretionary$154.2M
Non-Disc.$130.2M
Employees16
Clients600
DateOct 2016
Total AUM$284.4M
Discretionary$154.2M
Non-Disc.$130.2M
Employees16
Clients600
DateApr 2016
Total AUM$284.4M
Discretionary$154.2M
Non-Disc.$130.2M
Employees17
Clients600
DateApr 2016
Total AUM$284.4M
Discretionary$154.2M
Non-Disc.$130.2M
Employees17
Clients600
DateMar 2016
Total AUM$284.4M
Discretionary$154.2M
Non-Disc.$130.2M
Employees17
Clients600
DateMar 2016
Total AUM$284.4M
Discretionary$154.2M
Non-Disc.$130.2M
Employees17
Clients600
DateMar 2016
Total AUM$284.4M
Discretionary$154.2M
Non-Disc.$130.2M
Employees17
Clients600
DateJan 2016
Total AUM$281.7M
Discretionary$158M
Non-Disc.$123.7M
Employees17
Clients300
DateNov 2015
Total AUM$281.7M
Discretionary$158M
Non-Disc.$123.7M
Employees17
Clients300
DateJul 2015
Total AUM$281.7M
Discretionary$158M
Non-Disc.$123.7M
Employees17
Clients300
DateJun 2015
Total AUM$281.7M
Discretionary$158M
Non-Disc.$123.7M
Employees17
Clients300
DateJun 2015
Total AUM$214.5M
Discretionary$128.9M
Non-Disc.$85.6M
Employees17
Clients300
DateMay 2015
Total AUM$214.5M
Discretionary$128.9M
Non-Disc.$85.6M
Employees17
Clients300
DateMay 2015
Total AUM$214.5M
Discretionary$128.9M
Non-Disc.$85.6M
Employees16
Clients300
DateMay 2015
Total AUM$214.5M
Discretionary$128.9M
Non-Disc.$85.6M
Employees16
Clients300
DateApr 2015
Total AUM$214.5M
Discretionary$128.9M
Non-Disc.$85.6M
Employees14
Clients300
DateMar 2015
Total AUM$214.5M
Discretionary$128.9M
Non-Disc.$85.6M
Employees14
Clients300
DateFeb 2015
Total AUM$221.1M
Discretionary$75.1M
Non-Disc.$146M
Employees14
Clients300
DateJan 2015
Total AUM$221.1M
Discretionary$75.1M
Non-Disc.$146M
Employees13
Clients281
DateDec 2014
Total AUM$221.1M
Discretionary$75.1M
Non-Disc.$146M
Employees13
Clients281
DateOct 2014
Total AUM$221.1M
Discretionary$75.1M
Non-Disc.$146M
Employees13
Clients281
DateSep 2014
Total AUM$221.1M
Discretionary$75.1M
Non-Disc.$146M
Employees13
Clients281
DateJul 2014
Total AUM$168.8M
Discretionary$65.6M
Non-Disc.$103.2M
Employees13
Clients281
DateMay 2014
Total AUM$168.8M
Discretionary$65.6M
Non-Disc.$103.2M
Employees13
Clients281
DateApr 2014
Total AUM$168.8M
Discretionary$65.6M
Non-Disc.$103.2M
Employees13
Clients281
DateApr 2014
Total AUM$168.8M
Discretionary$65.6M
Non-Disc.$103.2M
Employees12
Clients281
DateMar 2014
Total AUM$168.8M
Discretionary$65.6M
Non-Disc.$103.2M
Employees12
Clients281
DateMar 2014
Total AUM$168.8M
Discretionary$65.6M
Non-Disc.$103.2M
Employees12
Clients281
DateMar 2014
Total AUM$179.9M
Discretionary$93.6M
Non-Disc.$86.3M
Employees12
Clients281
DateMar 2014
Total AUM$179.9M
Discretionary$93.6M
Non-Disc.$86.3M
Employees11
Clients281
DateNov 2013
Total AUM$151.5M
Discretionary$46.6M
Non-Disc.$104.9M
Employees11
Clients281
DateOct 2013
Total AUM$151.5M
Discretionary$46.6M
Non-Disc.$104.9M
Employees11
Clients281
DateSep 2013
Total AUM$112.8M
Discretionary$43.1M
Non-Disc.$69.7M
Employees11
Clients281
DateMar 2013
Total AUM$112.8M
Discretionary$43.1M
Non-Disc.$69.7M
Employees10
Clients281
DateFeb 2013
Total AUM$112.8M
Discretionary$43.1M
Non-Disc.$69.7M
Employees10
Clients281
DateFeb 2013
Total AUM$112.8M
Discretionary$43.1M
Non-Disc.$69.7M
Employees10
Clients281
DateJan 2013
Total AUM$112.8M
Discretionary$43.1M
Non-Disc.$69.7M
Employees10
Clients281
DateMay 2012
Total AUM$54.5M
Discretionary$54.5M
Non-Disc.$0
Employees1
Clients120
DateMay 2012
Total AUM$54.5M
Discretionary$54.5M
Non-Disc.$0
Employees1
Clients120
DateMar 2012
Total AUM$54.5M
Discretionary$54.5M
Non-Disc.$0
Employees1
Clients120
DateJun 2011
Total AUM$38.6M
Discretionary$0
Non-Disc.$38.6M
Employees5
Clients--
DateMar 2011
Total AUM$38.6M
Discretionary$0
Non-Disc.$38.6M
Employees5
Clients--
DateMar 2010
Total AUM$26.3M
Discretionary$0
Non-Disc.$26.3M
Employees5
Clients--