Investment adviser · CRD 110676
NEWSOUTH CAPITAL MANAGEMENT INC
Investment adviser filing (IA)
MEMPHIS, TN, United States · Form ADV filed Aug 10, 2026
- Regulatory AUM
- $2.23B Form ADV · Item 5.F
- Client accounts
- 157 Accounts, not individual clients
- Employees
- 11 Reported in this filing
- Advisory professionals
- 8 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 99 | $628,110,537 | 28.1% |
| Charities | 33 | $602,629,475 | 27.0% |
| Retirement plans | 6 | $405,984,949 | 18.2% |
| Government entities | 4 | $327,454,367 | 14.7% |
| Corporations & businesses | 6 | $120,793,034 | 5.4% |
| Pooled investment vehicles | 1 | $118,844,240 | 5.3% |
| Other clients | 2 | $27,160,073 | 1.2% |
| Individuals | 6 | $2,342,371 | 0.1% |
Filing source
Form ADV 2124809 · Aug 10, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
1 Private fundThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
NEWSOUTH SPECIAL EQUITIES, LPHedge Fund · Last reported Aug 10, 2026$119MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
MAYER HOFFMAN MCCANN P.C.
PCAOB 199
TRUIST BANK
LEI JJKC32MCHWDI71265Z06
Fund details & source
- Fund ID
- 805-5885785393
- Reported beneficial owners
- 36
- Minimum commitment
- $500K
- Form D file number
- 021-165852
Form ADV 2124809 · Aug 10, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Aug 10, 2026. View historical filings
Reported services
Individual portfolio management · Pooled investment vehicle management · Business portfolio management
Compensation
Percentage of assets · Performance-based
Principal office
999 S. SHADY GROVE ROAD, SUITE 501MEMPHIS, TN, 38120-4129, United States
CRD 110676
Filing source
Form ADV 2124809 · Aug 10, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.