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Southernsun Asset Management LLC

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

Name Assets
iShares Russell 2000 ETF $39,352,000
SPDR S&P MidCap 400 ETF $31,492,000

    Assets

    Assets

    Last updated on May 17, 2017
      • $4.2B
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 2K
        Accounts
      • $1.9M
        Estimated Average Account Balance

    Services

    Firm Services

    There is no Services data available to display at this time.

    Firm Client types

    Advisors

    Current Advisors

    # of advisors

    2

    name start date
    Rebecca Jean Smith
    February 2012
    Michael Scott Cross
    January 2011

      Affiliated Investment Advisors and Broker Dealers

      Name Type Total Assets
      Amg Funds LLC IAR $28,296,678,267
      Amg Distributors, Inc. Broker-Dealer $6,693,761,178

        Leadership

        Ownership

        There is no ownership data available to display at this time.

        Executives and Control Persons

        Name Title Tenure Date % Ownership
        Michael Whitman Cook Ceo / Cio / Mgmt Comm Mbr January, 2003 10% to 25%
        Phillip Whitman Cook Senior Analyst/Mgmt Comm Mbr January, 2009 5% to 10%
        Michael Scott Cross Senior Analyst/Principal January, 2009 less than 5%
        William P. Halliday Chief Operating Officer/Chief Compliance Officer/Mgmt Comm Mbr December, 2006 less than 5%
          Source: SEC

          Fees

          Types of Compensation Arrangements

          • Percentage Of Assets