Southland Capital Management, LLC

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Our website contains considerable information of interest to prospective investors in Southland Capital Management’s flagship fund : BDC II.

Due to Securities and Exchange Commission (“SEC”) regulations, the fund is open only to “accredited investors”. Please review the criteria for qualification as an “accredited investor” below.

The federal securities laws define the term Accredited Investor in Rule 501 of Regulation D as:

For an individual:

  • A person who has individual net worth, or joint net worth with your spouse, that exceeds $1.5 million (excluding their primary residence) at the time of the purchase;
  • A person with income exceeding $200,000 in each of the two most recent years or joint income with a spouse exceeding $300,000 for those years and a reasonable expectation of the same income level in the current year.

For an institution:

  • A bank, insurance company, registered investment company, business development company, or small business investment company;
  • An employee benefit plan, within the meaning of the Employee Retirement Income Security Act, if a bank, insurance company, or registered investment adviser makes the investment decisions, or if the plan has total assets in excess of $5 million;
  • A charitable organization, corporation, or partnership with assets exceeding $5 million;
  • A director, executive officer, or general partner of the company selling the securities;
  • A business in which all the equity owners are accredited investors;
  • A trust with assets in excess of $5 million, not formed to acquire the securities offered, whose purchases a sophisticated person makes.
Bill Hansen, CMO
William Hansen, CMO

My name is Bill Hansen, and I'm Southland Capital Management's Chief Marketing Officer. I'm based in Palm Desert, but travel regularly to Los Angeles, New York, Scottsdale, Europe and all points in between. You can read more about my background in the About section.

SCM's unique strategy of investing in a highly diversified pool of publicly traded Leveraged Debt investments, and using low cost margin borrowing to amplify returns, operates best with a limited total amount of capital invested. That gives us the opportunity to move in and out of investments and sectors on short notice to increase returns and limit losses. To date that strategy has achieved a superior return through a variety of market conditions and with much lower volatility than you might expect. Between our investors in BDC II and BDC III, we have raised approximately 50% of the optimal capital for this investment strategy, and hope to raise the remainder in the months ahead. Please give me a call to discuss whether the Fund is a good fit for your investment objectives and determine if you'd like to become one of our partners. There's no commitment and no hard sell. Look forward to talking with you.

Southland Capital Management, LLC

Phone: 800.579.1651
email: bhansen@southlandcapitalmanagement.com

1600 Rosecrans Ave., 4th Fl.
Manhattan Beach CA 90266