Southeastern Asset Management Inc. (Memphis)
Southeastern Asset Management Inc. Is a Large Advisory Firm Based in Memphis. It Manages $14.06 Billion of Regulatory Assets for 92 Client Accounts. It Has...
Southeastern Asset Management Inc. is a large advisory firm based in Memphis. It manages $14.06 billion of regulatory assets for 92 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, California, Connecticut, and 7 other states.
Southeastern Asset Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Southeastern Asset Management: assets under management
The assets under management (AUM) of Southeastern Asset Management Inc. is $14.06 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -11% since the beginning of its operation, and $4.21 billion of the total AUM is attributable to clients outside of the United States.
The firm manages $14.06 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $152.86 million each.
Southeastern Asset Management has custody of $1.23 billion in cash and securities for 4 clients in total but doesn’t act as a qualified custodian.
Investments
The firm invests in exchange traded securities the most. They account for 85% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 15% of the firm’s portfolio.
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