Southeastern Asset Management Inc.

RIASEC RegisteredEst. 1975

Total AUM

$3.7B

Discretionary

$3.7B

100% of AUM

Avg account

$148M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Memphis, Tennessee
CRD number: 105276
Registered since: November 21, 1975
Website: southeasternasset.com
Custodians: THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Investment Companies70.83%
Pension & Profit Sharing Plans20.02%
HNWI4.22%
Individuals2.13%
Corporations / Businesses1.42%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Southeastern Asset Management Inc. is a corporation registered with the SEC since 1975 that operates as an investment adviser with a hedge-fund orientation. The firm serves both individual/family clients and institutional investors, charging a combination of percentage-of-AUM and performance-based fees. Its advisory scope includes portfolio management for individuals and small businesses, investment companies, pooled vehicles and institutional clients. The firm reports active engagement with ESG considerations in its investment process and also performs sponsor and GP roles for pooled investment vehicles.