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NEWSOUTH CAPITAL MANAGEMENT INC
CRD 110676 · SEC 801-24716
999 S. SHADY GROVE ROAD, SUITE 501, MEMPHIS, TN, 38120-4129, United States
Phone
901-761-5561
Fax
901-761-5699
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.21B
Discretionary AUM
$2.21B
Team
11 total employees; 8 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Corporation
Filing date
2025-06-25
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 10 | $4.8M |
| High net worth individuals | 104 | $638.7M |
| Pooled investment vehicles | 1 | $105.3M |
| Pension/profit sharing plans | 6 | $345.2M |
| Charitable organizations | 36 | $697.8M |
| State/municipal entities | 5 | $284.5M |
| Corporations/business entities | 6 | $107.1M |
States served
AL, AK, AR, CA, GA, IL, KS, LA, NY, OH, TN, WI, TX, FL
All web addresses on file
Official SEC filing: View on IAPD