Newsouth Capital Management Inc
Firm details
- Headquarters
- Memphis, Tennessee
- CRD number
- 110676
- Registered since
- June 21, 1985
- Website
- newsouthcapital.com
- Custodians
- THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, STATE STREET BANK AND TRUST COMPANY, RAYMOND JAMES & ASSOCIATES, INC., THE BANK OF NEW YORK MELLON
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI28.12%
- Charitable Organizations26.98%
- Pension & Profit Sharing Plans18.18%
- State / Municipal Government14.66%
- Corporations / Businesses5.41%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Newsouth Capital Management Inc is a corporation that operates with a hedge-fund orientation and has been SEC-registered since 1985. The firm is individually owned and serves both high-net-worth individuals and institutional clients. Its advisory services include portfolio management for individuals and small businesses, management of pooled investment vehicles, and portfolio management for businesses or institutions. Fee arrangements combine a percentage-of-AUM component with performance-based fees, consistent with its hedge-fund activity. Newsouth reports itself as an active ESG investor and has been recognized in CNBC’s Top 100 Financial Advisory Firms list for four consecutive years (2019–2022).
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities93%
- US Government Bonds2%
- Public Funds/Mutual Funds2%
- Cash & Cash Equivalents2%
- Investment Grade Corp Bonds1%
Owners & executives
2 of 2
David Newman
Principal and Chief Financial OfficerCRD 5166844
Stephanie Simpson
Principal, Chief Administrative OfficerCRD 2403967
Contacts
3 of 7
Michael Bailey
Principal, Analyst and Portfolio ManagerCRD 5813058
Alexander Mclean
Principal and Executive Vice PresidentCRD 4384679
David Morrow
Executive Vice PresidentCRD 1727535
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 8Active vs passive
$29.6M in ETFs
100%
$29.6M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 2000 VALUE ETF (IWN) | BlackRock | Passive | Small Value | $8.7M | 39,415 | 29.41% |
Location
Memphis, TN
Shelby
Location
Memphis, TN
Headquartered in Memphis, TN, anchoring the Memphis-Forrest City, TN-MS-AR metro in the South.
- Metro area
- Memphis-Forrest City, TN-MS-AR
- Region
- South
- County
- Shelby
- Address
- 999 Shady Grove Rd S
- Time zone
- CT (UTC-6)
- Office locations
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