Form D · Other Investment Fund
NEWSOUTH SPECIAL EQUITIES L P
Memphis, TN · CIK 0000859053
Offering snapshot reported Mar 4, 2025 · SEC filing
- Reported sold
- $107M Offering amount: $150M
- Investors reported
- 128 Form D · investor count
- Minimum accepted
- $500K Reported outside-investor minimum
- First sale
- Jan 2, 1990 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
No comparable changes in the displayed metrics.
Filing history
Scroll to see all columns →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Mar 4, 2025 | Initial | $107,333,843 | No comparison | 128 | SEC filing |
| Mar 6, 2024 | Initial | $105,852,985 | No comparison | 126 | SEC filing |
| Mar 10, 2023 | Initial | $97,193,492 | No comparison | 122 | SEC filing |
| Mar 14, 2022 | Initial | $96,193,492 | No comparison | 121 | SEC filing |
| Mar 16, 2020 | Initial | $91,096,470 | No comparison | 121 | SEC filing |
| Mar 18, 2019 | Amendment | $88,089,243 | $0vs Mar 15, 2019 | 121 | SEC filing |
| Mar 15, 2019 | Initial | $88,089,243 | No comparison | 221 | SEC filing |
| Mar 15, 2018 | Initial | $82,060,900 | No comparison | 119 | SEC filing |
| Mar 15, 2017 | Initial | $81,460,900 | No comparison | 118 | SEC filing |
| Mar 15, 2016 | Initial | $77,610,900 | No comparison | 115 | SEC filing |
| Mar 24, 2015 | Initial | $69,860,900 | No comparison | 113 | SEC filing |
| Mar 24, 2014 | Initial | $69,860,900 | No comparison | 113 | SEC filing |
| Mar 28, 2013 | Initial | $69,110,900 | No comparison | 111 | SEC filing |
| Mar 28, 2012 | Amendment | $65,736,356 | $1,200,000vs Sep 14, 2011 | 103 | SEC filing |
| Sep 14, 2011 | Initial | $64,536,356 | No comparison | 102 | SEC filing |
| Sep 16, 2010 | Initial | $63,536,356 | No comparison | 100 | SEC filing |
| Sep 17, 2009 | Amendment | $61,536,356 | $25,000vs Sep 24, 2008 | 99 | SEC filing |
| Sep 24, 2008 | Amendment | $61,511,356 | No comparison | Not reported | SEC filing |
Offering details
- Securities
- Equity, Pooled investment fund
- Exemptions
- 3C, 3C.1
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-539784
The issuer has not established a definite maximum offering amount. $150,000,000 is an estimate.
Source: Form D, filed Mar 4, 2025. Minimum accepted may differ from a standard advertised minimum.
Fund connections
The linked fund shows its most recently reported ADV details.
Matched by reported Form D file number
NEWSOUTH SPECIAL EQUITIES, LP
Investment adviser: NEWSOUTH CAPITAL MANAGEMENT INC
- Gross asset value
- $119M
- Beneficial owners
- 36
- ADV minimum commitment
- $500K
Reported in Form ADV on Aug 10, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
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
Filing source
Form ADV 2124809 · Aug 10, 2026 · Schedule D 7.B.(1), fund 805-5885785393
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
People & organizations
Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.
| Name | Reported role |
|---|---|
| Patrick John Danehy | Executive |
| Paul Trowbridge Gillespie, Jr. | Executive |
| David Stephen Morrow | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Memphis, TN, 38120