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SOUTHEASTERN ASSET MANAGEMENT INC.

5100 Poplar Ave, Suite 2450
Memphis, Tennessee 38137-4000
Tel: 901-761-2474

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About SOUTHEASTERN ASSET MANAGEMENT INC.

SOUTHEASTERN ASSET MANAGEMENT INC, formally registered with the SEC as SOUTHEASTERN ASSET MANAGEMENT INC. The firm was established in 11/21/1975. They have over 2 offices throughout the country.

SOUTHEASTERN ASSET MANAGEMENT INC. is a Memphis, Tennessee based Financial Planning firm with nearly $5,271,901,660 assets under management, offering retirement planning & investment advisory services to 49 clients. The firm is staffed with 25 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#105276
SEC#801-11123
Assets Managed by Firm$5,271,901,660
No. of Clients49
No. of Advisors25

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Firm Client Information

No. of ClientsAUM
Firm Total49$5,271,901,660
Individuals (other than high net worth individuals)5$133,438,082
High net worth individuals11$202,318,275
Pension and profit sharing plans8$826,740,006
Charitable organizations11$558,500,787
Corporations or other businesses1$45,519,985

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