Southeastern Asset Management Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Memphis, TN. Its latest Form ADV filing, dated March 27, 2026, reports $3.7B in regulatory assets under management, 29 employees, 1 office, and 25 accounts.
Assets Under Management
$3.7B
Employees
29
Offices
1 office
Total Clients
25
Primary office
MEMPHIS, TN
5100 POPLAR AVE, SUITE 2450, MEMPHIS, TN, United States
Portfolio management for individuals and small businesses
Portfolio management for investment companies
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 28.0% of total clients.
Top client categories% of clientsClients
1
HNWI
28.0%
7
2
Individuals
20.0%
5
3
Pension Plans
16.0%
4
4
Investment Cos.
12.0%
3
5
Pooled Investment Vehicles
8.0%
2
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$3.7Bas of March 27, 2026
Discretionary100.0%
$3.7B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$3.7B
Total Accounts25
10Y AUM Change$-15.8B (-81.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees29
Clients per Employee1:1
10Y Employee Change-34 (-54.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.