RIA Intel›Advisers›Tennessee›SOUTHEASTERN ASSET MANAGEMENT INC.

SOUTHEASTERN ASSET MANAGEMENT INC.

Institutional

N·MEMPHIS, TN

Data as of Mar 27, 2026 · Source: SEC Form ADV

Total AUM
$3.7B
1-Year AUM Growth
-17.9%
3-Year CAGR
-26.8%
Employees
14
Assets Under Management
Total AUM$3.7B
Discretionary AUM$3.7B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients34
Team
Total Employees14
Investment Advisers29
Employee Growth (1Y)-20.0%
Filing History
Total Filings on Record43
First FilingJan 30, 2001
Latest FilingMar 27, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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