SOUTHEASTERN ASSET MANAGEMENT INC.

CRD 105276 · SEC 801-11123

Visit website

5100 POPLAR AVE, SUITE 2450, MEMPHIS, TN, 38137-4000, United States

Phone

901-761-2474

Fax

901-818-5160

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$3.70B

Discretionary AUM

$3.70B

Team

29 total employees; 14 advisory reps

Clients

—

Fees

Percentage of AUM; Performance-based fees

Org form

Corporation

Filing date

2026-03-27

Disciplinary history

Services

Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)

Client types

Type	Clients	AUM
Individuals	5	$78.8M
High net worth individuals	7	$156.3M
Investment companies	3	$2.62B
Pooled investment vehicles	2	$36.4M
Pension/profit sharing plans	4	$741.6M
Charitable organizations	2	$5.8M
Corporations/business entities	1	$52.8M

States served

AL, CA, GA, NE, TN, WI, MO, TX, CT, FL

All web addresses on file

HTTP://SOUTHEASTERNASSET.COM
https://www.linkedin.com/company/southeastern-asset-management

Official SEC filing: View on IAPD