Overview
Assets Under Management: $906 million
Headquarters: MEMPHIS, TN
High-Net-Worth Clients: 17
Average Client Assets: $2.3 million
Frequently Asked Questions
SOUTHERNSUN ASSET MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #154572), SOUTHERNSUN ASSET MANAGEMENT LLC is subject to fiduciary duty under federal law.
SOUTHERNSUN ASSET MANAGEMENT LLC is headquartered in MEMPHIS, TN.
SOUTHERNSUN ASSET MANAGEMENT LLC serves 17 high-net-worth clients according to their SEC filing dated March 27, 2024. View client details ↓
According to their SEC Form ADV, SOUTHERNSUN ASSET MANAGEMENT LLC offers portfolio management for individuals, portfolio management for businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
SOUTHERNSUN ASSET MANAGEMENT LLC manages $906 million in client assets according to their SEC filing dated March 27, 2024.
According to their SEC Form ADV, SOUTHERNSUN ASSET MANAGEMENT LLC serves high-net-worth individuals, businesses, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 17
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 4.31%
Average Client Assets: $2.3 million
Total Client Accounts: 97
Discretionary Accounts: 97
Regulatory Filings
CRD Number: 154572
Filing ID: 1829835
Last Filing Date: 2024-03-27 15:08:00