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Southernsun Asset Management LLC

● SEC registered since 2010CRD 154572SEC# 801-71849Memphis, TN
Export (members)
Reg. AUM
$749.4M
Employees
15
Accounts
88
Location
Memphis, TN

Southernsun Asset Management LLC assets under management

Southernsun Asset Management LLC is an SEC-registered investment adviser based in Memphis, TN. The firm has been registered since 2010. It reports $749.4 million in regulatory assets under management and employs 15 people.
www.linkedin.com/company/southernsun-asset-managementView on SEC.gov ↗

Southernsun Asset Management LLC owners & executives

9 reported
NameTitleOwnershipSince
Angela Morgan Wimmer ControlPresident/PrincipalUnder 5%2023
Michael Scott Cross ControlPortfolio Manager/Principal5-10%2009
Michael Whitman Cook ControlChairman/Principal/Mgmt Comm Mbr25-50%2003
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Frequently asked questions

How much does Southernsun Asset Management LLC manage?

Southernsun Asset Management LLC reports $749.4 million in regulatory assets under management on its Form ADV.

How many employees does Southernsun Asset Management LLC have?

Southernsun Asset Management LLC reports 15 employees.

Where is Southernsun Asset Management LLC located?

Southernsun Asset Management LLC is based in Memphis, TN and has been SEC-registered since 2010.

Does Southernsun Asset Management LLC disclose fund performance?

Southernsun Asset Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address240 Madison Avenue, Suite 800, Memphis, TN 38103
Phone901-341-2700
Fax901-341-2701
Office hours8:00a.m.-5:00p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Regulatory AUM

$749.4M▼ 10%
Mar '25 — $834.9MApr '25 — $834.9MMay '25 — $834.9MJun '25 — $834.9MJul '25 — $834.9MAug '25 — $834.9MSep '25 — $834.9MOct '25 — $834.9MNov '25 — $834.9MDec '25 — $834.9MJan '26 — $834.9MFeb '26 — $834.9MMar '26 — $749.4MApr '26 — $749.4MMay '26 — $749.4MJun '26 — $749.4M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 39%
Larger than 61% of 16,271 advisers
EmployeesTop 30%
More than 70% of 16,825 advisers

Assets under management

$749.4Mregulatory AUM
Discretionary $749.4M