SOUTHERNSUN ASSET MANAGEMENT LLC
Latest filing: Mar 26, 2025 (112 days ago)
AUM
$834,873,382
-8% change vs. 1 year ago
-18% change vs. 3 years ago
-33% change vs. 5 years ago
-85% change vs. 10 years ago
Employee Count
17
0% change vs. 1 year ago
0% change vs. 3 years ago
-32% change vs. 5 years ago
-57% change vs. 10 years ago
Main Office
MEMPHIS, TN
240 MADISON AVENUE, MEMPHIS, TN, UNITED STATES, 38103
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.8 |
| Non-Discretionary | $0.0 |
| Total | $0.8 |
| Client | AUM |
|---|---|
| Retail | $0.1 |
| Pooled | $0.5 |
| Institutional | $0.3 |
| Total | $0.8 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 62 | $0.0 |
| Average Individual AUM | $350,315 | |
| HNW | 16 | $0.0 |
| Average HNW AUM | $2,297,986 | |
| Retail Total | 78 | $0.1 |
| Average Retail AUM | $749,837 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| THE BANK OF NEW YORK MELLON CORPORATION | NEW YORK-NY-USA | $0.1 |
| STATE STREET CORPORATION | BOSTON-MA-USA | $0.1 |
| JPMORGAN CHASE BANK, N.A. | COLUMBUS-OH-USA | $0.1 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.3 |
| Retail SMA AUM | $0.1 |
| Institutional SMA AUM | $0.3 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 97% | $0.3 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 3% | $0.0 |
| Other | 0% | $0.0 |
| Total | 100% | $0.3 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Control Persons
10 active
| Name | Title |
|---|---|
| COOK, MICHAEL, WHITMAN | CHAIRMAN/PRINCIPAL/MGMT COMM MBR, MEMBER |
| HALLIDAY, WILLIAM, P. | CHIEF COMPLIANCE OFFICER/PRINCIPAL/MGMT COMM MBR |
| CROSS, MICHAEL, SCOTT | PORTFOLIO MANAGER/PRINCIPAL |
| COOK, PHILLIP, WHITMAN | CHIEF INVESTMENT OFFICER/MANAGING PARTNER/PRINCIPAL/MGMT COMM MBR, MEMBER |
| MCNEELY, ASHLEY, PHELPS | CHIEF FINANCIAL OFFICER |
| WIMMER, ANGELA, MORGAN | PRESIDENT/PRINCIPAL |
ADVDB.CO • SOURCE: SEC
Representatives
1 active representative found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| MICHAEL CROSS | MEMPHIS | TN | S65|2010-12-30 | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $0.8 | $0.0 | 0% | 17 | 0 | 0% |
| 2025-04-21 | $0.8 | $0.0 | 0% | 17 | 0 | 0% |
| 2024-04-02 | $0.9 | -$0.1 | -8% | 17 | 0 | 0% |
| 2023-04-04 | $0.9 | -$0.1 | -7% | 18 | -1 | -6% |
| 2022-04-01 | $1.0 | -$0.2 | -18% | 17 | 0 | 0% |
| 2021-04-05 | $0.9 | -$0.1 | -8% | 16 | 1 | 6% |
| 2020-04-01 | $1.3 | -$0.4 | -33% | 25 | -8 | -32% |
| 2019-04-01 | $1.5 | -$0.7 | -45% | 30 | -13 | -43% |
| 2018-04-02 | $4.2 | -$3.4 | -80% | 35 | -18 | -51% |
| 2017-04-01 | $4.2 | -$3.4 | -80% | 36 | -19 | -53% |
| 2016-04-01 | $4.5 | -$3.7 | -82% | 40 | -23 | -57% |
| 2015-04-01 | $5.7 | -$4.9 | -85% | 40 | -23 | -57% |
| 2014-04-01 | $5.3 | -$4.5 | -84% | 30 | -13 | -43% |
| 2013-04-01 | $2.1 | -$1.3 | -60% | 25 | -8 | -32% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| TN, AK-03/25/2011, AL-10/04/2010, AR-10/04/2010, AZ-10/04/2010, CA-10/04/2010, CO-10/04/2010, CT-10/04/2010, DC-10/04/2010, DE-10/14/2010, FL-10/05/2010, GA-10/04/2010, HI-03/25/2011, IA-10/04/2010, ID-10/04/2010, IL-10/18/2010, IN-10/04/2010, KS-10/04/2010, KY-03/25/2011, LA-10/04/2010, MA-10/04/2010, MD-10/04/2010, ME-03/25/2011, MI-10/04/2010, MN-10/04/2010, MO-10/04/2010, MS-10/04/2010, MT-03/25/2011, NC-10/04/2010, ND-03/25/2011, NE-10/04/2010, NH-10/04/2010, NJ-10/25/2010, NM-03/25/2011, NV-10/04/2010, NY-10/04/2010, OH-10/04/2010, OK-10/04/2010, OR-03/25/2011, PA-10/04/2010, PR-10/04/2010, RI-03/25/2011, SC-10/04/2010, SD-03/25/2011, TN-10/04/2010, TX-10/04/2010, UT-03/25/2011, VA-10/04/2010, VI-03/21/2012, VT-03/25/2011, WA-10/04/2010, WI-10/04/2010, WV-03/25/2011, WY-03/29/2018 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (RIC) PORTFOLIO MANAGEMENT (POOLS) PORTFOLIO MANAGEMENT (SMB) |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV