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POPE ASSET MANAGEMENT, LLC
CRD 113584File 801-60556
APPROVED
Retail clients
Filing as of Mar 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$114.8M
Bottom 25% of cohort (national)
Discretionary AUM
$114.8M
Clients
59
59 accounts
Employees
3
Bottom 25% of cohort in TN
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Sep 10, 2001
- Principal office
- 5100 POPLAR AVENUE, SUITE 3120, MEMPHIS, TN, 38137
- Phone
- 901-763-4001
- Website
- HTTP://WWW.POPEASSET.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $114.8M
- Discretionary AUM
- $114.8M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 59
- Non-discretionary accounts
- 0
- Total accounts
- 59
- AUM per client
- $1.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 2 | $8.5M |
| High net worth individuals | 57 | $106.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.