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RIA / WealthRegistered advisermixed wealth managerSEC registeredRAUM 1b 10b

NEWSOUTH CAPITAL MANAGEMENT INC

CRD 110676

MEMPHIS, TN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a504122f-8db8-720b-1c13-248d262b002d

Data as of Aug 10, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:36 PM UTC and rebuilt at most every 15 minutes.

Relationships: 17
Dated events: 2
On other graphs: 0
Observed: Dec 23, 2011 to Aug 10, 2026
29 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: mixed wealth managerderivedprivate_client_share=0.28 fund_share=0.05 institutional_share=0.6 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $2.2BItem 5.F on the latest filing (2026-08-10); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $2.2B
Private client RAUM: $630MderivedItem 5.D individuals plus high net worth individuals
Private client share: 28%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 7
RAUM per advisor: $319Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 11
Advisory employees: 8
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 157
Individual clients: 6
High net worth clients: 99
Private funds: 1Schedule D 7.B(1)
Custody, client assets: $119M
SEC number: 801-24716
CIK: 1044797
CRD: 110676
Filings on the tape: 29
First filed: Dec 23, 2011
Latest filed: Aug 10, 2026
Organised: Corporation, TN
Website: newsouthcapital.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
DAVID STEPHEN MORROW	Chartered Financial Analyst	MEMPHIS, TN	41	41	n/a	no
PATRICK JOHN DANEHY	Chartered Financial Analyst	MEMPHIS, TN	31	35	n/a	no
ANDREW LEIGH MACQUEEN	Chartered Financial Analyst	MEMPHIS, TN	28	38	n/a	no
ALEXANDER DUNCAN MCLEAN	Chartered Financial Analyst	MEMPHIS, TN	27	27	n/a	no
ANDREW BLAKE RUTLIN	Chartered Financial Analyst	MEMPHIS, TN	13	17	1	no
MICHAEL NELSON BAILEY	Chartered Financial Analyst	MEMPHIS, TN	12	15	n/a	no
Paul R Shifflet	Chartered Financial Analyst	MEMPHIS, TN	5	11	n/a	no

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
NEWSOUTH SPECIAL EQUITIES, LP	Hedge Fund	$119M	Aug 10, 2026	37	Mar 27, 2012	reported	021-165852

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
MCLEAN, ALEXANDER, DUNCAN	DIRECTOR, EXECUTIVE VICE PRESIDENT, CO- CIO	B	yes	04/2021	Aug 10, 2026	Aug 10, 2026
MORROW, DAVID, STEPHEN	DIRECTOR, PRESIDENT, CO-CIO	C	yes	06/1985	Aug 10, 2026	Aug 10, 2026
NEWMAN, DAVID, MICHAEL	DIRECTOR, CHIEF FINANCIAL OFFICER	Na	yes	04/1995	Aug 10, 2026	Aug 10, 2026
GILLESPIE, PAUL, TROWBRIDGE	Shareholder	C	yes	06/1985	Dec 23, 2011	Jun 26, 2024
BAILEY, MICHAEL, NELSON	VICE PRESIDENT	A	no	01/2026	Aug 10, 2026	Aug 10, 2026
DANEHY, PATRICK, JOHN	CHIEF COMPLIANCE OFFICER	A	no	06/2004	Aug 10, 2026	Aug 10, 2026
MACQUEEN, ANDREW, LEIGH	VICE PRESIDENT	A	no	09/2025	Aug 10, 2026	Aug 10, 2026
RUTLIN, ANDREW, BLAKE	VICE PRESIDENT	A	no	09/2025	Aug 10, 2026	Aug 10, 2026
SIMPSON, STEPHANIE, ANN	CHIEF ADMINISTRATIVE OFFICER	Na	no	11/2019	Aug 10, 2026	Aug 10, 2026
WILDS, DAVID, MASSEY	Shareholder	B	no	10/2007	Dec 23, 2011	Jun 26, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2024	Jun 26, 2024	$2.6B	$2.6B	11	8	0	1	$109M
2023	Jun 26, 2023	$2.3B	$2.3B	11	9	0	1	$90.7M
2022	Jun 27, 2022	$2.8B	$2.8B	11	9	0	1	$97.9M
2021	Jun 29, 2021	$3.6B	$3.6B	12	10	0	1	$105M
2020	Jun 24, 2020	$2.4B	$2.4B	11	9	0	1	$65.5M
2019	Jun 21, 2019	$3.7B	$3.7B	11	9	1	1	$87.0M
2018	Jun 20, 2018	$4.3B	$4.3B	12	10	1	1	$81.1M
2017	Jun 27, 2017	$4.7B	$4.7B	12	10	n/a	1	$89.9M
2016	Jun 21, 2016	$4.6B	$4.6B	12	10	n/a	1	$81.7M
2015	Jun 24, 2015	$4.4B	$4.4B	12	10	n/a	1	$102M
2014	Jun 20, 2014	$3.5B	$3.5B	11	9	n/a	1	$87.2M
2013	Jun 26, 2013	$2.9B	$2.9B	11	9	n/a	1	$72.0M
2012	Jun 22, 2012	$2.2B	$2.2B	n/a	n/a	n/a	1	$64.9M

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2024	$2.2B	$2.3B	-4.7%	$3.6B	-14.5%	11	11	0	0

Relationships

Advises (1)

→ NEWSOUTH SPECIAL EQUITIES, LPPrivate fundHedge Fund, IA
Mar 27, 2012 to presentfactForm ADV

Registered with (9)

← Paul R ShiffletAdvisorregistration: current employment
Jul 19, 2021 to presentfactForm ADV
← MICHAEL NELSON BAILEYAdvisorregistration: current employment
Jul 31, 2014 to presentfactForm ADV
← ANDREW BLAKE RUTLINAdvisorregistration: current employment
Oct 8, 2012 to presentfactForm ADV
← ALEXANDER DUNCAN MCLEANAdvisorregistration: current employment
Jun 15, 1999 to presentfactForm ADV
← ANDREW LEIGH MACQUEENAdvisorregistration: current employment
Jan 2, 1998 to presentfactForm ADV
← PATRICK JOHN DANEHYAdvisorregistration: current employment
Feb 9, 1995 to presentfactForm ADV
← DAVID STEPHEN MORROWAdvisorregistration: current employment
Jun 27, 1985 to presentfactForm ADV
← WILLIAM VAN THOMPSONAdvisorregistration: previous registration
Jun 26, 2000 to Jan 10, 2006factForm ADV
← CHARLES KYLE SLATERYAdvisorregistration: previous registration
Feb 11, 1986 to Jul 2, 2004factForm ADV

Controls (4)

← MORROW, DAVID, STEPHENOwnerDIRECTOR, PRESIDENT, CO-CIO, ownership code C, individual
Dec 23, 2011 to Jun 26, 2024factForm ADV
← GILLESPIE, PAUL, TROWBRIDGEOwnerSHAREHOLDER, ownership code C, individual
Dec 23, 2011 to Jun 26, 2024factForm ADV
← MCLEAN, ALEXANDER, DUNCANOwnerDIRECTOR, EXECUTIVE VICE PRESIDENT, CO-CIO, ownership code B, individual
Dec 23, 2011 to Jun 26, 2024factForm ADV
← NEWMAN, DAVID, MICHAELOwnerDIRECTOR, CHIEF FINANCIAL OFFICER, ownership code NA, individual
Dec 23, 2011 to Jun 26, 2024factForm ADV

Owns (3)

← DANEHY, PATRICK, JOHNOwnerCHIEF COMPLIANCE OFFICER, ownership code A, individual
Dec 23, 2011 to Jun 26, 2024factForm ADV
← SIMPSON, STEPHANIE, ANNOwnerCHIEF ADMINISTRATIVE OFFICER, ownership code NA, individual
Nov 25, 2019 to Jun 26, 2024factForm ADV
← WILDS, DAVID, MASSEYOwnerSHAREHOLDER, ownership code B, individual
Dec 23, 2011 to Jun 26, 2024factForm ADV

Dated events

Occurred
Jun 29, 2021
Regulatory AUM changed
Newsouth Capital Management Inc reported RAUM $3.6B, up 50% from $2.4B (2020-06-24 to 2021-06-29)
Form ADVobserved 5 days ago
$1.2B
Occurred
Jun 24, 2020
Regulatory AUM changed
Newsouth Capital Management Inc reported RAUM $2.4B, down 36% from $3.7B (2019-11-25 to 2020-06-24)
Form ADVobserved 5 days ago
$-1.3B

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a504122f-8db8-720b-1c13-248d262b002d
First observed: Dec 23, 2011
Last observed: Aug 10, 2026 41 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

NEWSOUTH CAPITAL MANAGEMENT INC

CRD 110676

MEMPHIS, TN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a504122f-8db8-720b-1c13-248d262b002d

Data as of Aug 10, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:36 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

DAVID STEPHEN MORROW

Chartered Financial Analyst

MEMPHIS, TN

n/a

PATRICK JOHN DANEHY

Chartered Financial Analyst

MEMPHIS, TN

n/a

ANDREW LEIGH MACQUEEN

Chartered Financial Analyst

MEMPHIS, TN

n/a

ALEXANDER DUNCAN MCLEAN

Chartered Financial Analyst

MEMPHIS, TN

n/a

ANDREW BLAKE RUTLIN

Chartered Financial Analyst

MEMPHIS, TN

MICHAEL NELSON BAILEY

Chartered Financial Analyst

MEMPHIS, TN

n/a

Paul R Shifflet

Chartered Financial Analyst

MEMPHIS, TN

n/a

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

NEWSOUTH SPECIAL EQUITIES, LP

Hedge Fund

$119M

Aug 10, 2026

Mar 27, 2012

reported

021-165852

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

MCLEAN, ALEXANDER, DUNCAN

DIRECTOR, EXECUTIVE VICE PRESIDENT, CO- CIO

yes

04/2021

Aug 10, 2026

MORROW, DAVID, STEPHEN

DIRECTOR, PRESIDENT, CO-CIO

yes

06/1985

Aug 10, 2026

NEWMAN, DAVID, MICHAEL

DIRECTOR, CHIEF FINANCIAL OFFICER

yes

04/1995

Aug 10, 2026

GILLESPIE, PAUL, TROWBRIDGE

Shareholder

yes

06/1985

Dec 23, 2011

Jun 26, 2024

BAILEY, MICHAEL, NELSON

VICE PRESIDENT

01/2026

Aug 10, 2026

DANEHY, PATRICK, JOHN

CHIEF COMPLIANCE OFFICER

06/2004

Aug 10, 2026

MACQUEEN, ANDREW, LEIGH

VICE PRESIDENT

09/2025

Aug 10, 2026

RUTLIN, ANDREW, BLAKE

VICE PRESIDENT

09/2025

Aug 10, 2026

SIMPSON, STEPHANIE, ANN

CHIEF ADMINISTRATIVE OFFICER

11/2019

Aug 10, 2026

WILDS, DAVID, MASSEY

Shareholder

10/2007

Dec 23, 2011

Jun 26, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2024

Jun 26, 2024

$2.6B

$109M

2023

Jun 26, 2023

$2.3B

$90.7M

2022

Jun 27, 2022

$2.8B

$97.9M

2021

Jun 29, 2021

$3.6B

$105M

2020

Jun 24, 2020

$2.4B

$65.5M

2019

Jun 21, 2019

$3.7B

$87.0M

2018

Jun 20, 2018

$4.3B

$81.1M

2017

Jun 27, 2017

$4.7B

n/a

$89.9M

2016

Jun 21, 2016

$4.6B

n/a

$81.7M

2015

Jun 24, 2015

$4.4B

n/a

$102M

2014

Jun 20, 2014

$3.5B

n/a

$87.2M

2013

Jun 26, 2013

$2.9B

n/a

$72.0M

2012

Jun 22, 2012

$2.2B

n/a

$64.9M

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2024

$2.2B

$2.3B

-4.7%

$3.6B

-14.5%