New South Capital Management is a fund manager in Memphis with $2.34 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Industry
SEC CIK
IRS number
621237220
SEC advisor number
801-24716
FINRA CRD number
110676
AUM ?
$2.34 bn
(as of 26 Jun 23)
Accounts
185
(as of 26 Jun 23)
Employees
11
(9 investment advisory or research)
Address
New South Capital Management
999 S. SHADY GROVE ROAD
SUITE 501
MEMPHIS
TN 38120
999 S. SHADY GROVE ROAD
SUITE 501
MEMPHIS
TN 38120
Office hours
Monday - Friday, 8:00AM TO 5:00PM CST
Phone
9017615561
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Gillespie, Paul, Trowbridge | Director, President | 06/1985 | 25-50% |
Morrow, David, Stephen | Director, Secretary, Co-cio | 06/1985 | 25-50% |
Danehy, Patrick, John | Chief Compliance Officer | 06/2004 | 5-10% |
Newman, David, Michael | Chief Financial Officer | 04/1995 | < 5% |
Wilds, David, Massey | Shareholder | 10/2007 | 10-25% |
Mclean, Alexander, Duncan | Director, Co-cio | 04/2021 | 10-25% |
Simpson, Stephanie, Ann | Chief Administrative Officer | 11/2019 | < 5% |
Ownership
Fund structure | AUM | Fund type |
---|---|---|
Newsouth Capital Management Inc | $2.34 bn | |
Newsouth Special Equities, LP | $90.70 mm | Hedge Fund |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
6 Feb 24
13F-HR
Quarterly holdings report by institutional manager
24 Oct 23
13F-HR
Quarterly holdings report by institutional manager
22 Aug 23
13F-HR
Quarterly holdings report by institutional manager
10 May 23
13F-HR
Quarterly holdings report by institutional manager
10 Feb 23
13F-HR
Quarterly holdings report by institutional manager
9 Nov 22
13F-HR
Quarterly holdings report by institutional manager
12 Aug 22
13F-HR
Quarterly holdings report by institutional manager
12 May 22
SC 13G/A
ONESPAWORLD HOLDINGS Ltd
14 Feb 22
13F-HR
Quarterly holdings report by institutional manager
11 Feb 22