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Southernsun Asset Management LLC

● SEC registered since 2010CRD 154572SEC# 801-71849Memphis, TN
Export (members)
Reg. AUM
$834.9M
Employees
17
Accounts
99
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 $834.9 million in regulatory assets under management and employs 17 people.
www.linkedin.com/company/southernsun-asset-managementView on SEC.gov ↗

Southernsun Asset Management LLC owners & executives

10 reported
NameTitleOwnershipSince
Angela Morgan Wimmer ControlPresident/PrincipalUnder 5%2023
Ashley Phelps McNeelyChief Financial OfficerUnder 5%2020
Michael Scott Cross ControlPortfolio Manager/Principal5-10%2009
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Frequently asked questions

How much does Southernsun Asset Management LLC manage?

Southernsun Asset Management LLC reports $834.9 million in regulatory assets under management on its Form ADV.

How many employees does Southernsun Asset Management LLC have?

Southernsun Asset Management LLC reports 17 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

Assets under management

Discretionary$834.9M
Non-discretionary$0
Total (RAUM)$834.9M