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 a fee-based SEC-registered investment adviser organized as an LLC and active since 2010. The firm provides portfolio management across several client types: individuals and small businesses, investment companies, pooled investment vehicles, and institutional or business clients. Their stated client base includes both individual/family and institutional relationships. Compensation is on a percentage-of-assets-under-management basis. Southernsun does not identify as an active ESG investor, is not a multi-state adviser per the source data, and is not listed as a capital allocator or pension consultant.