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 an SEC-registered investment adviser that has been operating since 1985 and is organized as a corporation under individual ownership. The firm is organized as a hedge-fund style manager that serves both individual/family and institutional clients. Its advisory work spans separate accounts and pooled vehicles: portfolio management for individuals and small businesses, management of pooled investment vehicles, and portfolio services for businesses or institutions. Fees combine a percentage of assets under management with performance-based compensation. The firm identifies as an active ESG investor and has appeared on CNBC’s Top 100 Financial Advisory Firms list for 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
Stephanie Simpson
Principal, Chief Administrative OfficerCRD 2403967
David Newman
Principal and Chief Financial OfficerCRD 5166844
Contacts
3 of 7
Michael Bailey
Principal, Analyst and Portfolio ManagerCRD 5813058
Andrew Rutlin
Principal, Analyst and Portfolio ManagerCRD 2794994
Alexander Mclean
Principal and Executive Vice PresidentCRD 4384679
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 4Active vs passive
$14.8M in ETFs
100%
$14.8M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 2000 VALUE ETF (IWN) | BlackRock | Passive | Small Value | $8.7M | 39,415 | 58.83% |
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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