SourcingSourcing

NEWSOUTH CAPITAL MANAGEMENT INC

B57
CRD 110676·SEC 801-24716·MEMPHIS, TN
AUM
$2.21B
$1B+
Est. Revenue
$22.1M
@ 1% on AUM
Est. EBITDA
$6.6M
@ 30% margin
Est. Deal Value
$53.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
NEWSOUTH CAPITAL MANAGEMENT INC
CRD
110676
SEC file #
801-24716
EIN
621414490
DBA names
—

Economics

AUM
$2.21B
AUM band
$1B+
AUM trajectory
'20'26
$3.68B → $2.21B▼ -40%
Client mix
Individuals High Net Worth104
Charitable Organizations36
Individuals Other10
Pension Profit Sharing Plans6
Corporations6

Operations

Employees (total)
11
Advisory staff (per ADV)
8
Advisory staff (5-yr trend)
'20'26
9 advisors → 8 advisors▼ -11%
Primary office
MEMPHIS TN
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
06/25/2025
ADV-W filed at
—
Website
newsouthcapital.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MORROW, DAVID, STEPHEN
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
7
Control Persons
MORROW, DAVID, STEPHEN
MCLEAN, ALEXANDER, DUNCAN
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
NEWSOUTHCAPITAL.COM
Rdap Domain Creation Date
1996-03-25T05:00:00Z
Rdap Firm Age Years
30
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
2
Form 5500 Total Compensation
167,663
Form 5500 Compensation Trajectory 3y
2025167,663
Form 5500 Plan Count Trajectory 3y
20252
Schedule C Total Compensation
167,663
Schedule C Service Provider Rows
2

SEC EDGAR

Edgar Cik
0000859053
Edgar Registered
Yes
Edgar Filing Count
19
Edgar First Filing Date
2008-07-23
Edgar Last Filing Date
2025-03-04
Edgar Form D Count
18
Edgar Form D Offerings
2025-03-042025-03-04 · 0000859053-25-000001
2024-03-062024-03-06 · 0000859053-24-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
7
Bc Firm IAR Count
7
Custodian Candidates
Full
E*trade4
State Street3
Raymond James2
Northern Trust2
Bny Mellon2
Edgar Addresses
Mailing
999 S SHADY GROVE ROADSUITE 501MEMPHIS, TN 38120
Business
999 S SHADY GROVE ROADSUITE 501MEMPHIS, TN 38120
Edgar EIN
621414490
Edgar Recent Filings
D2025-03-04 · 0000859053-25-000001
D2024-03-06 · 0000859053-24-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-03-26T04:00:00Z
Rdap Domain Last Changed
2026-01-25T08:07:16Z
Rdap Nameservers
Ns29.worldnic.comNs30.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
1727535
Trust Company Affiliate
No

People (11)

11
MORROW, DAVID, STEPHEN
IAR · Direct Owner · 37.5%
1727535
MCLEAN, ALEXANDER, DUNCAN
IAR · Direct Owner · 17.5%
4384679
PAUL TROWBRIDGE GILLESPIE
Direct Owner · 17.5%
1727609
WILDS, DAVID, MASSEY
Direct Owner · 17.5%
466900
DANEHY, PATRICK, JOHN
IAR · Direct Owner · 7.5%
2153253
NEWMAN, DAVID, MICHAEL
Executive Officer · 2.5%
5166844
SIMPSON, STEPHANIE, ANN
Executive Officer · 2.5%
2403967
MICHAEL NELSON BAILEY
IAR
5813058
ANDREW BLAKE RUTLIN
IAR
2794994
Paul R Shifflet
IAR
7380782
ANDREW LEIGH MACQUEEN
IAR
1896554