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 that has operated as an SEC-registered investment adviser since 1975 and is organized and run under individual ownership. The firm is classified as a hedge fund and serves both individual/family clients and institutional investors. Its fee model includes percentage-of-AUM fees and performance-based fees. Southeastern provides portfolio management across a range of client types — individuals and small businesses, investment companies, pooled vehicles, and institutional or business clients — and reports being an active ESG investor.