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SOUTHERNSUN ASSET MANAGEMENT LLC
CRD 154572File 801-71849
APPROVED
Retail clients
Filing as of Jul 29, 2026
Feed vintage Aug 17, 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
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 |
|---|---|---|---|
| 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.