Chief Investment Officer/managing Partner/principal/mgmt Comm MBR · Southernsun Asset Management LLC
Phillip W. Cook
CRD 5798856 · Named on Form ADV at one SEC-registered adviser
At a glance
Southernsun Asset Management LLC, an SEC-registered asset manager based in Memphis, TN with $749 million in regulatory assets, lists Phillip W. Cook on its Form ADV as Chief Investment Officer/managing Partner/principal/mgmt Comm MBR, a control person.
Firms and roles
- Southernsun Asset Management LLCChief Investment Officer/managing Partner/principal/mgmt Comm MBRAsset manager · Memphis, TN · $749M in regulatory assets
AtlasMembers
Phillip’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Colleagues named on the same filings
- Michael W. CookChairman/principal/mgmt Comm MBR, Southernsun Asset Management LLC
- William P. HallidayChief Compliance Officer/principal/mgmt Comm MBR, Southernsun Asset Management LLC
- Michael S. CrossPresident/portfolio Manager/principal, Southernsun Asset Management LLC
- Treadwell B. ThompsonPortfolio Manager/principal, Southernsun Asset Management LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Phillip’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.