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| SouthernSun Asset Management LLC
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|---|---|
| CRD # | 154572 |
| SEC # | 801-71849 |
| CIK # | 0001089755 |
| AUM | 749.4 M (2026-03-30) |
| Employees | 15 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 901-341-2700 |
| Address | 240 Madison Avenue Memphis, TN 38103 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001089755 |
| Sector | Form 13F Holdings | Value ($B) |
|---|---|---|
| Darling International Inc | 0.0 | |
| Murphy USA Inc | 0.0 | |
| Boot Barn Holdings Inc | 0.0 | |
| Louisiana-Pacific Corp | 0.0 | |
| Extreme Networks Inc | 0.0 | |
| Live Oak Bancshares Inc | 0.0 | |
| U S Physical Therapy Inc /NV | 0.0 | |
| Brinks Co | 0.0 | |
| Crane Co | 0.0 | |
| Belden Inc | 0.0 | |
| AGCO Corp /DE | 0.0 | |
| Mine Safety Appliances Co | 0.0 | |
| Armstrong World Industries Inc | 0.0 | |
| Dorman Products Inc | 0.0 | |
| Actuant Corp | 0.0 | |
| Modine Manufacturing Co | 0.0 | |
| CSW Industrials Inc | 0.0 | |
| Stepan Co | 0.0 | |
| Ingevity Corp | 0.0 | |
| Boston Beer Co Inc | 0.0 | |
| Advanced Energy Industries Inc | 0.0 | |
| Kadant Inc | 0.0 | |
| Thor Industries Inc | 0.0 | |
| API Group Corp | 0.0 | |
| Generac Holdings Inc | 0.0 | |
| Broadridge Financial Solutions Inc | 0.0 | |
| Watsco Inc | 0.0 | |
| Valmont Industries Inc | 0.0 | |
| SEI Investments Co | 0.0 | |
| Oshkosh Corp | 0.0 | Prev | Page 1 | Next |
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| Other | BRVC Fund I LLC | [2016-03-30] | 1.7 M | 0.9 M |
| Filed 2020-01-15 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $1,000 · Remaining Indefinite · Duration More than one year · Net Assets $1 - $5,000,000 | ||||
| Other | The Underhill Fund LLC | [2012-03-21] | 1.2 M | 1.2 M |
| Filed 2015-05-22 (D/A) · Exemption 504 · Remaining Indefinite · Duration More than one year · Net Assets $1 - $5,000,000 | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 54 | 0.0 |
| (b) Individuals (high net worth individuals) | 13 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 4 | 0.4 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 3 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 0.2 |
| (h) Charitable organizations | 5 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 88 | 0.7 |
| By Discretionary | ||
| Discretionary | 88 | 0.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 88 | 0.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 0.7 | |
| Total | 88 | 0.7 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Allen Halliday | Director | 1 | 1 | |
| SouthernSun Asset Management LLC | Promoter | 1 | 1 | |
| KCC Management LLC | Executive Officer | 1 | 1 | |
| Kcc Management LLC | Executive Officer | 1 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001089755] | |
| SC 13G | [0001089755] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $5.3B |
| Clients | 10 (1 non-US) |
| Serves | Institutional, Retail |
| LEI | 254900HFC2D9KRJX6628 |
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|---|---|---|
|
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