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SOUTHEASTERN ASSET MANAGEMENT INC.

MEMPHIS, TN · CRD 105276 · IAPD ↗ · southeasternasset.com · 901-761-2474

$3.70BRegulatory AUM
14Advisory reps
29Employees
0Clients
n/aPlanning clients
1Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

76
April 2026 — SOUTHEASTERN ASSET MANAGEMENT INC. grew from 8 to 14 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
April 2025 — SOUTHEASTERN ASSET MANAGEMENT INC. shrank from 10 to 8 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.