SOUTHERNSUN ASSET MANAGEMENT LLC

RIASEC RegisteredEst. 2010

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 an SEC-registered investment adviser formed in 2010 and organized as an LLC under domestic ownership. The firm serves both high-net-worth individuals and institutional clients, charging fees as a percentage of assets under management. Its core advisory activity is discretionary portfolio management across client types: individuals and small businesses, investment companies, pooled investment vehicles and institutional/business accounts. Southernsun reports it is not an active ESG investor and is not organized as a multi-state adviser.