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⚲
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| NewSouth Capital Management Inc
✚
|
|
|---|---|
| CRD # | 110676 |
| SEC # | 801-24716 |
| CIK # | |
| AUM | $2.8 BB (2023-01-19) |
| Employees | 11 (82% Investors, 0% Brokers) |
| Phone | 901-761-5561 |
| Address | 999 S Shady Grove Road Memphis, TN 38120-4129 |
| Source | [IAPD] [Website] |
| Total AUM ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| HF | NewSouth Special Equities LP | [2012-03-27] | 65.7 | 97.9 |
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 11 | 0.0 |
| (b) Individuals (high net worth individuals) | 106 | 0.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 0.1 |
| (g) Pension and profit sharing plans | 14 | 0.5 |
| (h) Charitable organizations | 48 | 0.8 |
| (i) State or municipal government entities | 10 | 0.5 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 0.1 |
| (n) Other | 7 | 0.1 |
| Total | 205 | 2.8 |
| By Discretionary | ||
| Discretionary | 205 | 2.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 205 | 2.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.8 | |
| Total | 205 | 2.8 |
| Limited Partners | 2011 - 2023 |
|---|---|
| Teachers' Retirement System of the City of New York |
| Form D Directors | # Filings | # Firms | 2011 - 2023 |
|---|---|---|---|
| David Morrow | 20 | ||
| Paul Gillespie Jr | 16 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
American Assets Investment Management LLC
✚
|
CA | 3.2 |
|
CornerStone Wealth Management LLC
✚
|
MO | 3.1 |
|
Franklin Street Advisors Inc
✚
|
NC | 3.0 |
|
Castleark Management LLC
✚
|
IL | 2.8 |
|
Principal Street Partners LLC
✚
|
TN | 2.8 |
|
Bares Capital Management Inc
✚
|
TX | 2.7 |
|
Hillsdale Investment Management Inc
✚
|
2.7 | |
|
Granite Investment Partners LLC
✚
|
CA | 2.6 |
|
Donald Smith & Co Inc
✚
|
NY | 2.6 |
|
Dakota Wealth LLC
✚
|
FL | 2.5 |