SOUTHEASTERN ASSET MANAGEMENT INC.

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

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 Status	Approved
Firm CRD#	105276
SEC#	801-11123
Assets Managed by Firm	$5,271,901,660
No. of Clients	49
No. of Advisors	25

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 Clients	AUM
Firm Total	49	$5,271,901,660
Individuals (other than high net worth individuals)	5	$133,438,082
High net worth individuals	11	$202,318,275
Pension and profit sharing plans	8	$826,740,006
Charitable organizations	11	$558,500,787
Corporations or other businesses	1	$45,519,985

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