The NEWSOUTH CAPITAL MANAGEMENT INC is a privately held investment adviser that advises $2.21Bn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. NEWSOUTH CAPITAL MANAGEMENT INC is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets decreased by 34.85% over the last 5-years.
The Group has been registered with the SEC for 41.14 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 999 S. SHADY GROVE ROAD SUITE 501, MEMPHIS, TENNESSEE. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 11 employees comprised of 8 investment and 3 non-investment staff. The total number of Employees remained the same over the last few years.
Their $2.21Bn in assets advised are owned by 1 private fund, 0 public funds and BDCs and 49 other accounts. Assets of High Net Worth Individuals clients own $628.11mn or 28.47% of Total Assets and Charitable Organizations own $602.63mn or 27.32% of Total Assets.
The Group's top investment strategies include Long/Short Equity, representing 100% of total assets, respectively.
They advise 7 types of clients, top clients are High Net Worth Individuals and Charitable Organizations.
The Group uses 0 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 1 private funds with $118.84mn in assets.
The Group discloses management fees and performance-based fees.
NEWSOUTH CAPITAL MANAGEMENT INC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.