SOUTHEASTERN ASSET MANAGEMENT INC.
CRD #105276 SEC #801-11123 MEMPHIS, TN 901-761-2474
SEC Registered Private Funds
Total AUM
$4.3B
Discretionary
$4.3B
Employees
31
Clients
--
Accounts
34
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $4.3B | $4.3B | $0 | 31 | 0 |
| Dec 2024 | $5.3B | $5.3B | $0 | 25 | 1 |
| Nov 2024 | $5.3B | $5.3B | $0 | 25 | 1 |
| Jun 2024 | $5.3B | $5.3B | $0 | 25 | 1 |
| Mar 2024 | $5.3B | $5.3B | $0 | 25 | 1 |
| Mar 2023 | $5.5B | $5.5B | $0 | 37 | 1 |
| Mar 2022 | $11.1B | $11.1B | $0 | 51 | 1 |
| Apr 2021 | $10.5B | $10.5B | $0 | 61 | 1 |
| Mar 2021 | $10.5B | $10.5B | $0 | 61 | 1 |
| Jun 2020 | $12.7B | $12.7B | $0 | 70 | 1 |
| Mar 2020 | $12.7B | $12.7B | $0 | 70 | 1 |
| May 2019 | $14.1B | $14.1B | $0 | 70 | 1 |
| Mar 2019 | $14.1B | $14.1B | $0 | 70 | 1 |
| Jan 2019 | $18.4B | $18.4B | $0 | 70 | 1 |
| Mar 2018 | $18.4B | $18.4B | $0 | 70 | 1 |
| Jul 2017 | $19.5B | $19.5B | $0 | 63 | 100 |
| Mar 2017 | $19.5B | $19.5B | $0 | 63 | 100 |
| Mar 2016 | $20.4B | $20.3B | $114.8M | 60 | 100 |
| Apr 2015 | $28.8B | $28.7B | $133.8M | 60 | 200 |
| Mar 2015 | $30.7B | $30.5B | $135.5M | 60 | 200 |
| Dec 2014 | $35.1B | $34.9B | $159.1M | 60 | 200 |
| Aug 2014 | $35.1B | $34.9B | $159.1M | 60 | 200 |
| Mar 2014 | $35.1B | $34.9B | $159.1M | 60 | 200 |
| Aug 2013 | $31.9B | $31.8B | $159.3M | 60 | 200 |
| Mar 2013 | $31.9B | $31.8B | $159.3M | 60 | 200 |
| Feb 2012 | $31.5B | $31.5B | $0 | 51 | 200 |
| Mar 2011 | $34.6B | $34.6B | $0 | 51 | -- |
| Sep 2010 | $32.6B | $32.6B | $0 | 51 | -- |
| Mar 2009 | $23.3B | $23.2B | $87.7M | 51 | -- |
| Mar 2008 | $42.1B | $41.9B | $246.2M | -- | -- |
| Jan 2008 | $39.8B | $39.5B | $332.4M | -- | -- |
| Nov 2007 | $39.8B | $39.5B | $332.4M | -- | -- |
| Oct 2007 | $39.8B | $39.5B | $332.4M | -- | -- |
| Mar 2007 | $39.8B | $39.5B | $332.4M | -- | -- |
| Jan 2005 | $25.5B | $25.3B | $183.5M | -- | -- |
| Mar 2004 | $25.5B | $25.3B | $183.5M | -- | -- |
| Mar 2002 | $16.6B | $16.2B | $439.3M | -- | -- |
DateMar 2025
Total AUM$4.3B
Discretionary$4.3B
Non-Disc.$0
Employees31
Clients0
DateDec 2024
Total AUM$5.3B
Discretionary$5.3B
Non-Disc.$0
Employees25
Clients1
DateNov 2024
Total AUM$5.3B
Discretionary$5.3B
Non-Disc.$0
Employees25
Clients1
DateJun 2024
Total AUM$5.3B
Discretionary$5.3B
Non-Disc.$0
Employees25
Clients1
DateMar 2024
Total AUM$5.3B
Discretionary$5.3B
Non-Disc.$0
Employees25
Clients1
DateMar 2023
Total AUM$5.5B
Discretionary$5.5B
Non-Disc.$0
Employees37
Clients1
DateMar 2022
Total AUM$11.1B
Discretionary$11.1B
Non-Disc.$0
Employees51
Clients1
DateApr 2021
Total AUM$10.5B
Discretionary$10.5B
Non-Disc.$0
Employees61
Clients1
DateMar 2021
Total AUM$10.5B
Discretionary$10.5B
Non-Disc.$0
Employees61
Clients1
DateJun 2020
Total AUM$12.7B
Discretionary$12.7B
Non-Disc.$0
Employees70
Clients1
DateMar 2020
Total AUM$12.7B
Discretionary$12.7B
Non-Disc.$0
Employees70
Clients1
DateMay 2019
Total AUM$14.1B
Discretionary$14.1B
Non-Disc.$0
Employees70
Clients1
DateMar 2019
Total AUM$14.1B
Discretionary$14.1B
Non-Disc.$0
Employees70
Clients1
DateJan 2019
Total AUM$18.4B
Discretionary$18.4B
Non-Disc.$0
Employees70
Clients1
DateMar 2018
Total AUM$18.4B
Discretionary$18.4B
Non-Disc.$0
Employees70
Clients1
DateJul 2017
Total AUM$19.5B
Discretionary$19.5B
Non-Disc.$0
Employees63
Clients100
DateMar 2017
Total AUM$19.5B
Discretionary$19.5B
Non-Disc.$0
Employees63
Clients100
DateMar 2016
Total AUM$20.4B
Discretionary$20.3B
Non-Disc.$114.8M
Employees60
Clients100
DateApr 2015
Total AUM$28.8B
Discretionary$28.7B
Non-Disc.$133.8M
Employees60
Clients200
DateMar 2015
Total AUM$30.7B
Discretionary$30.5B
Non-Disc.$135.5M
Employees60
Clients200
DateDec 2014
Total AUM$35.1B
Discretionary$34.9B
Non-Disc.$159.1M
Employees60
Clients200
DateAug 2014
Total AUM$35.1B
Discretionary$34.9B
Non-Disc.$159.1M
Employees60
Clients200
DateMar 2014
Total AUM$35.1B
Discretionary$34.9B
Non-Disc.$159.1M
Employees60
Clients200
DateAug 2013
Total AUM$31.9B
Discretionary$31.8B
Non-Disc.$159.3M
Employees60
Clients200
DateMar 2013
Total AUM$31.9B
Discretionary$31.8B
Non-Disc.$159.3M
Employees60
Clients200
DateFeb 2012
Total AUM$31.5B
Discretionary$31.5B
Non-Disc.$0
Employees51
Clients200
DateMar 2011
Total AUM$34.6B
Discretionary$34.6B
Non-Disc.$0
Employees51
Clients--
DateSep 2010
Total AUM$32.6B
Discretionary$32.6B
Non-Disc.$0
Employees51
Clients--
DateMar 2009
Total AUM$23.3B
Discretionary$23.2B
Non-Disc.$87.7M
Employees51
Clients--
DateMar 2008
Total AUM$42.1B
Discretionary$41.9B
Non-Disc.$246.2M
Employees--
Clients--
DateJan 2008
Total AUM$39.8B
Discretionary$39.5B
Non-Disc.$332.4M
Employees--
Clients--
DateNov 2007
Total AUM$39.8B
Discretionary$39.5B
Non-Disc.$332.4M
Employees--
Clients--
DateOct 2007
Total AUM$39.8B
Discretionary$39.5B
Non-Disc.$332.4M
Employees--
Clients--
DateMar 2007
Total AUM$39.8B
Discretionary$39.5B
Non-Disc.$332.4M
Employees--
Clients--
DateJan 2005
Total AUM$25.5B
Discretionary$25.3B
Non-Disc.$183.5M
Employees--
Clients--
DateMar 2004
Total AUM$25.5B
Discretionary$25.3B
Non-Disc.$183.5M
Employees--
Clients--
DateMar 2002
Total AUM$16.6B
Discretionary$16.2B
Non-Disc.$439.3M
Employees--
Clients--