Southeastern Asset Management Inc.
SEC RegisteredLong-term Concentrated Engaged Value
About the firm
Southeastern Asset Management has been in the business of value equity investing since 1975, consistently employing a long-term, concentrated, engaged value investment discipline. The firm created the Longleaf Partners Funds in 1987 and is 100% employee-owned, with Southeastern employees and related entities serving as the largest collective investor across the funds it advises. Its global research team applies a single bottom-up investment approach focused on protecting against permanent capital loss while seeking strong absolute returns.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Separately managed accounts (US, Global, and Asia Pacific mandates), Longleaf Partners Funds for US investors (Partners Fund, Small-Cap Fund, Global Fund), and Longleaf UCITS Funds for non-US investors (Global UCITS Fund, Asia Pacific UCITS Fund), all managed using a long-term, concentrated, engaged value investment approach.
Who they serve
Individual and institutional investors, including US investors (via SEC-registered mutual funds with a $10,000 minimum), non-US eligible investors and institutions (via Dublin-domiciled UCITS funds with a $1 million minimum), and separately managed account clients in most countries with a $25 million minimum.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 5 | $79M |
| High Net Worth Individuals | 7 | $156M |
| Pension/Profit Sharing Plans | 2 | $36M |
| Charitable Organizations | 4 | $742M |
| State/Municipal Entities | 2 | — |
Leadership
Office locations
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| US Equity - All Assets | 0.75% |
| Global Equity - Tier 1 | 0.90% |
| Global Equity - Tier 2 | 0.88% |
| Global Equity - Tier 3 | 0.75% |
| Asia-Pacific - Tier 1 | 1.15% |
| Asia-Pacific - Tier 2 | 1.00% |
| Asia-Pacific - Tier 3 | 0.90% |
| Small-Cap - First $25M | 1.00% |
| Small-Cap - Balance | 0.75% |
Data as of March 27, 2026 · 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. Southeastern Asset 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.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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