NEWSOUTH CAPITAL MANAGEMENT INC

RIASEC RegisteredEst. 1985

Total AUM

$2.2B

Discretionary

$2.2B

100% of AUM

Avg account

$13M

Accounts

170

Employees

Advisory reps

Firm details

Headquarters: MEMPHIS, Tennessee
CRD number: 110676
Registered since: June 21, 1985
Website: newsouthcapital.com
Custodians: THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, THE BANK OF NEW YORK MELLON, RAYMOND JAMES & ASSOCIATES, INC., STATE STREET BANK AND TRUST COMPANY
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Charitable Organizations31.59%
HNWI28.91%
Pension & Profit Sharing Plans15.63%
State / Municipal Government12.88%
Corporations / Businesses4.85%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Newsouth Capital Management Inc is a privately owned investment firm that operates with a hedge fund orientation and has been SEC-registered since 1985. The firm serves both high-net-worth individuals and institutional clients, offering portfolio management for individuals, pooled investment vehicles, and businesses or institutions. Fee arrangements combine a percentage-of-assets component with performance-based fees, consistent with its hedge fund classification. The firm indicates an active approach to environmental, social and governance (ESG) factors, embedding those considerations into its investment process. Newsouth is not structured as a capital allocator; its business focuses on direct portfolio management rather than deploying capital to third-party managers. Newsouth has appeared on CNBC’s list of Top 100 Financial Advisory Firms each year from 2019 through 2022.