Investment adviser · CRD 154572

SOUTHERNSUN ASSET MANAGEMENT LLC

Investment adviser filing (IA)

MEMPHIS, TN, United States · Form ADV filed Jul 29, 2026

Regulatory AUM
$749M
Form ADV · Item 5.F
Client accounts
88
Accounts, not individual clients
Employees
15
Reported in this filing
Advisory professionals
15
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Investment companies4$392,866,19552.4%
Retirement plans5$161,047,15421.5%
Charities5$108,146,91614.4%
High-net-worth individuals13$32,265,0714.3%
Pooled investment vehicles3$30,416,4114.1%
Individuals54$17,774,3092.4%
Corporations & businessesFewer than 5$6,853,1790.9%
Filing source

Form ADV 2122652 · Jul 29, 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

2 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

THE UNDERHILL FUND, LLCOther Private Fund · Last reported Mar 30, 2016$1.21MGross asset value

Form D fundraising filings

Underhill Fund, LLC

Custodian CHARLES SCHWAB & CO., INC. ORLANDO, Florida, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

CHARLES SCHWAB & CO., INC.
SEC 8-16514

Fund details & source
Fund ID
805-6245821478
Reported beneficial owners
10
Minimum commitment
$20K
Form D file number
021-175526

Form ADV 981148 · Mar 30, 2016 · 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.

BRVC FUND I, LLCOther Private Fund · Last reported Sep 3, 2020$913KGross asset value

Form D fundraising filings

BRVC Fund I, LLC

Custodian FIDUCIARY TRUST COMPANY INTERNATIONAL ST. PETERSBURG, Florida, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

FIDUCIARY TRUST COMPANY INTERNATIONAL
LEI N1YKEWO2IYPRS4742F57

Fund details & source
Fund ID
805-3664829922
Reported beneficial owners
10
Minimum commitment
$1K
Form D file number
021-254722

Form ADV 1449458 · Sep 3, 2020 · 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: Jul 29, 2026. View historical filings

Reported services

Individual portfolio management · Investment company portfolio management · Pooled investment vehicle management · Business portfolio management

Compensation

Percentage of assets

Principal office

240 MADISON AVENUE, SUITE 800
MEMPHIS, TN, 38103, United States

CRD 154572

Filing source

Form ADV 2122652 · Jul 29, 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.