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SOUTHERNSUN ASSET MANAGEMENT LLC
CRD 154572File 801-71849
APPROVED
Retail clients
Filing as of Jul 29, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$749.4M
Above cohort median (national)
Discretionary AUM
$749.4M
Clients
84
88 accounts
Employees
15
Above cohort median in TN
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Sep 23, 2010
- Principal office
- 240 MADISON AVENUE, SUITE 800, MEMPHIS, TN, 38103
- Phone
- 901-341-2700
- Website
- HTTP://WWW.SOUTHERNSUNAM.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $749.4M
- Discretionary AUM
- $749.4M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 88
- Non-discretionary accounts
- 0
- Total accounts
- 88
- AUM per client
- $8.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $6.9M |
| Investment companies | 4 | $392.9M |
| Charitable organizations | 5 | $108.1M |
| High net worth individuals | 13 | $32.3M |
| Pooled investment vehicles | 3 | $30.4M |
| Pension and profit sharing plans | 5 | $161.0M |
| Individuals (other than high net worth individuals) | 54 | $17.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 17 | 15 | decreased by2 |
| Apr 1, 2026 | Clients | 95 | 84 | decreased by11 |
| Apr 1, 2026 | AUM | $834,873,382 | $749,369,235 | decreased by$85,504,147 |
| Apr 1, 2026 | Accounts | 99 | 88 | decreased by11 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 85 | 95 | increased by10 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,016,134,746 | $834,873,382 | decreased by$181,261,364 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 85 | 99 | increased by14 |
| Apr 1, 2022 | Employees | 16 | 17 | increased by1 |
| Apr 1, 2022 | Clients | 129 | 85 | decreased by44 |
| Apr 1, 2022 | AUM | $904,174,174 | $1,016,134,746 | increased by$111,960,572 |
| Apr 1, 2022 | Accounts | 129 | 85 | decreased by44 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “SOUTHERNSUN ASSET” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SOUTHERNSUN ASSET” may also match similarly-named firms). Confirm identity against each filing.
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.