NEWSOUTH CAPITAL MANAGEMENT INC
SEC RegisteredLong Horizon + Insight Driven + Fundamental Value
About the firm
Founded in 1985, NewSouth Capital Management is an independently owned investment management firm that manages assets for institutional and private clients across four concentrated domestic equity strategies. The firm's philosophy and core values have remained constants since its founding, distinguished by rigorous fundamental analysis, candid risk assessment, and consensus-driven portfolio management.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Four concentrated domestic equity strategies varying by market capitalization, available through separately managed accounts and Collective Investment Trust Funds, seeking attractive absolute returns over a long-term investment horizon.
Who they serve
Institutional and private clients
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 10 | $4.8M |
| High Net Worth Individuals | 104 | $639M |
| Pension/Profit Sharing Plans | 1 | $105M |
| Charitable Organizations | 6 | $345M |
| State/Municipal Entities | 36 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
7 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Small Cap Value / Small Mid Cap Value - Tier 1 | 1.00% |
| Small Cap Value / Small Mid Cap Value - Tier 2 | 0.85% |
| Small Cap Value / Small Mid Cap Value - Tier 3 | 0.75% |
| Mid Cap Value / Value Opportunity - Tier 1 | 0.75% |
| Mid Cap Value / Value Opportunity - Tier 2 | 0.65% |
| Mid Cap Value / Value Opportunity - Tier 3 | 0.60% |
| Balanced - Tier 1 | 0.70% |
| Balanced - Tier 2 | 0.60% |
| Balanced - Tier 3 | 0.50% |
| Intermediate Fixed Income / Cash Management - Tier 1 | 0.40% |
| Intermediate Fixed Income / Cash Management - Tier 2 | 0.35% |
| Intermediate Fixed Income / Cash Management - Tier 3 | 0.30% |
Data as of June 25, 2025 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. NEWSOUTH CAPITAL MANAGEMENT INC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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