Southernsun Asset Management LLC

RIASEC Registered

Total AUM

$749M

Discretionary

$749M

100% of AUM

Avg account

$8.5M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Memphis, Tennessee
CRD number: 154572
Registered since: September 23, 2010
Website: southernsunam.com
Custodians: THE BANK OF NEW YORK MELLON, STATE STREET BANK AND TRUST COMPANY, J.P. MORGAN SECURITIES INC.
Fee structure: Percentage of AUM
Client types: Investment Companies52.43%
Pension & Profit Sharing Plans21.49%
Charitable Organizations14.43%
HNWI4.31%
Pooled Investment Vehicles4.06%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Southernsun Asset Management LLC is a limited liability company operating as an institutional registered investment adviser. The firm is SEC-registered (registered in 2010) and bills clients on a percentage-of-AUM basis. Its client mix includes high-net-worth individuals and families as well as institutional investors. Advisory services listed by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies and pooled vehicles, and portfolio management for businesses or institutions. The firm reports a preference for equity investments and does not present itself as an active ESG investor.