Southernsun Asset Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Memphis, TN. Its latest Form ADV filing, dated March 30, 2026, reports $749M in regulatory assets under management, 15 employees, and 88 accounts.
Assets Under Management
$749M
Employees
15
Offices
--
Total Clients
84
Primary office
MEMPHIS, TN
240 MADISON AVENUE, SUITE 800, MEMPHIS, TN, United States
Portfolio management for individuals and small businesses
Portfolio management for investment companies
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 64.3% of total clients.
Top client categories% of clientsClients
1
Individuals
64.3%
54
2
HNWI
15.5%
13
3
Pension Plans
6.0%
5
4
Charitable
6.0%
5
5
Investment Cos.
4.8%
4
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$749Mas of March 30, 2026
Discretionary100.0%
$749M
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.
Total AUM$749M
Total Accounts88
10Y AUM Change$-3.4B (-82.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees15
Clients per Employee6:1
10Y Employee Change-21 (-58.3%)
* 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.