SourcingSourcing

SOUTHERNSUN ASSET MANAGEMENT LLC

C42
CRD 154572·SEC 801-71849·MEMPHIS, TN
AUM
$749.4M
$500M-$1B
Est. Revenue
$7.5M
@ 1% on AUM
Est. EBITDA
$2.2M
@ 30% margin
Est. Deal Value
$18.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
SOUTHERNSUN ASSET MANAGEMENT LLC
CRD
154572
SEC file #
801-71849
EIN
272990431
DBA names
—

Economics

AUM
$749.4M
AUM band
$500M-$1B
AUM trajectory
'20'26
$1.52B → $749.4M▼ -51%
Client mix
Individuals Other54
Individuals High Net Worth13
Pension Profit Sharing Plans5
Charitable Organizations5
Investment Companies4

Operations

Employees (total)
15
Advisory staff (per ADV)
15
Advisory staff (5-yr trend)
'20'26
7 advisors → 15 advisors▲ +114%
Primary office
MEMPHIS TN
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — investment companiesPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUM

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
linkedin.com/company/southernsun-asset-management(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
COOK, MICHAEL, WHITMAN
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
7
Control Persons
COOK, MICHAEL, WHITMAN
TIGERTAIL INVESTMENT COMPANY
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
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
Yes
Form 5500 Plan Count
3
Form 5500 Total Compensation
1,075,386
Form 5500 Compensation Trajectory 3y
20251,075,386
Form 5500 Plan Count Trajectory 3y
20253
Schedule C Total Compensation
1,075,386
Schedule C Service Provider Rows
3

SEC EDGAR

Edgar Cik
0001089755
Edgar Registered
Yes
Edgar Filing Count
334
Edgar First Filing Date
1999-02-17
Edgar Last Filing Date
2026-05-13
Edgar 13f Count
116
Edgar 13f Latest AUM Estimate
Filing Date2026-05-13
Accession0001213900-26-055668
Edgar Former Names
SOUTHERNSUN ASSET MANAGEMENT, INC
COOK MICHAEL W ASSET MANAGEMENT

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

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
1
Bc Firm IAR Count
1
Custodian Candidates
Full
E*trade4
State Street2
Bny Mellon2
Jpmorgan2
Edgar Addresses
Mailing
240 MADISON AVENUESUITE 800MEMPHIS, TN 38103
Business
240 MADISON AVENUESUITE 800MEMPHIS, TN 38103
Edgar EIN
272990431
Edgar Recent Filings
13F-HR2026-05-13 · 0001213900-26-055668
13F-HR2026-02-13 · 0001213900-26-015916
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
1347358
Trust Company Affiliate
No

People (5)

5
COOK, MICHAEL, WHITMAN
Direct Owner · 37.5%
1347358
HALLIDAY, WILLIAM, P.
Direct Owner · 17.5%
4342808
CROSS, MICHAEL, SCOTT
IAR · Direct Owner · 7.5%
5653402
COOK, PHILLIP, WHITMAN
Direct Owner · 7.5%
5798856
WIMMER, ANGELA, MORGAN
Executive Officer · 2.5%
4517120