SOUTHLAKE EQUITY GROUP, LLC
Legal name: SOUTHLAKE EQUITY GROUP
CRD #288388 SEC #802-110807 SOUTHLAKE, TX 817-328-3600
State Registered Exempt Reporting Private Funds
Total AUM
--
Discretionary
--
Employees
--
Clients
--
Accounts
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Firm Details
- Organization Type
- --
- State of Formation
- --
- Fiscal Year End
- --
- Registration Date
- --
- Latest Filing
- Mar 17, 2021
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Clark, Douglas, Zane | I | CFO | NA | |
| Clark, Douglas, Zane | I | CFO | NA | |
| Clark, Douglas, Zane | I | CFO | NA | |
| Clark, Douglas, Zane | I | CFO | NA | |
| Clark, Douglas, Zane | I | CFO | NA | |
| Clark, Douglas, Zane | I | CFO | NA | |
| KEENE, THOMAS, CRAIG | I | MANAGING PARTNER | D | Control |
| KEENE, THOMAS, CRAIG | I | MANAGING PARTNER | D | Control |
| KEENE, THOMAS, CRAIG | I | MANAGING PARTNER | D | Control |
| KEENE, THOMAS, CRAIG | I | MANAGING PARTNER | D | Control |
| KEENE, THOMAS, CRAIG | I | MANAGING PARTNER | D | Control |
| KEENE, THOMAS, CRAIG | I | MANAGING PARTNER | D | Control |
| Spuria, David, Alan | I | PARTNER & GENERAL COUNSEL | D | Control |
| Spuria, David, Alan | I | PARTNER & GENERAL COUNSEL | D | Control |
| Spuria, David, Alan | I | PARTNER & GENERAL COUNSEL | D | Control |
| Spuria, David, Alan | I | PARTNER & GENERAL COUNSEL | D | Control |
| Spuria, David, Alan | I | PARTNER & GENERAL COUNSEL | D | Control |
| Spuria, David, Alan | I | PARTNER & GENERAL COUNSEL | D | Control |
Registrations
Federal
ERA
Mar 17, 2021 REGISTERED
Address
950 E. STATE HIGHWAY 114SUITE 160
SOUTHLAKE, TX 76092
United States
Phone: 817-328-3600