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 adviser since 1975 and is organized as a hedge fund manager. The firm serves both individual/family clients and institutional investors and provides portfolio management across individual accounts, pooled investment vehicles, investment companies and institutional/business accounts. Its compensation combines a percentage-of-assets fee with performance-based fees. The firm is identified as an active ESG investor and lists advisory and sponsor roles, including serving as a general partner or managing member of pooled vehicles.