Southeastern Asset Management Inc.
● SEC registered since 1975CRD 105276SEC# 801-11123Memphis, TN
Reg. AUM
$3.7B
Employees
29
Accounts
25
Location
Memphis, TN
Southeastern Asset Management Inc. assets under management
Southeastern Asset Management Inc. is an SEC-registered investment adviser based in Memphis, TN. The firm has been registered since 1975. It reports $3.7 billion in regulatory assets under management and employs 29 people.
Southeastern Asset Management Inc. owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew Rowan McCarroll Control | General Counsel / Shareholder / Cco / Secretary / Director | Under 5% | 2003 |
| Jessica Boggan Pressgrove Control | Chief Financial Officer, Shareholder | Under 5% | 2018 |
| Otis Mason Hawkins Control | Chairman/Shareholder/Director | 50-75% | 1975 |
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Join to unlock · $37/moFrequently asked questions
How much does Southeastern Asset Management Inc. manage?
Southeastern Asset Management Inc. reports $3.7 billion in regulatory assets under management on its Form ADV.
How many employees does Southeastern Asset Management Inc. have?
Southeastern Asset Management Inc. reports 29 employees.
Where is Southeastern Asset Management Inc. located?
Southeastern Asset Management Inc. is based in Memphis, TN and has been SEC-registered since 1975.
Does Southeastern Asset Management Inc. disclose fund performance?
Southeastern Asset Management Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5100 Poplar Ave, Suite 2450, Memphis, TN 38137-4000 |
| Phone | 901-761-2474 |
| Fax | 901-818-5160 |
| Office hours | 8:30a.m.-5:00p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 807985 |
| Discloses disciplinary history | No |
Regulatory AUM
$3.7B▼ 14%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 16%
Larger than 84% of 16,271 advisers
EmployeesTop 18%
More than 82% of 16,825 advisers
Assets under management
$3.7Bregulatory AUM
Discretionary $3.7B