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PD

Patrick J. Danehy

NEWSOUTH CAPITAL MANAGEMENT
MEMPHIS, TN 38120
Some features on this profile are disabled
CRD#: 2153253
PD

Professional summary

Patrick John Danehy is a registered financial advisor currently at NEWSOUTH CAPITAL MANAGEMENT INC located in Memphis, Tennessee.

Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Patrick has worked at 3 firms and has passed the Series 65, Series 63 and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick John Danehy's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

February 9, 1995 - Present

NEWSOUTH CAPITAL MANAGEMENT INC

Office #1: 1100 Ridgeway Loop Rd, Memphis, TN 38120
RIA
CRD#: 110676
MEMPHIS, TN
Past

January 14, 1994 - June 9, 1994

NBC CAPITAL MARKETS GROUP, INC.

BD
CRD#: 18229
Past

July 25, 1991 - November 27, 1993

ENERECAP PARTNERS, LLC

BD
CRD#: 26554

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
NC
NEWSOUTH CAPITAL MANAGEMENT INC
NEWSOUTH CAPITAL MANAGEMENT INC

CRD#: 110676 / SEC#: 801-24716

RIA
Registered Investment Advisory firm - (6/21/1985 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Tennessee
(1/7/2004)
IAR
Texas
(2/9/1995)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/4/1996
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 8/27/1991
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 7/23/1991
General Securities Representative Examination

Current Firm

NC
NEWSOUTH CAPITAL MANAGEMENT INC
NEWSOUTH CAPITAL MANAGEMENT INC

CRD#: 110676 / SEC#: 801-24716

RIA
Registered Investment Advisory firm - (6/21/1985 Approved)
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Contact information

Main Address
999 S. Shady Grove Road Suite 501, Memphis, TN 38120-4129
Mailing Address
Phone number
(901) 761-5561
Established
Firm type
Fiscal year end
# of Employees
11

SEC notice filing (14 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A BROCHURE (6/24/2025)

Regulatory assets under management

Total Number of Accounts170
AUM (Assets Under Management)$ 2,208,893,771

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

NEWSOUTH CAPITAL MANAGEMENT INC

CRD#: 110676Memphis, TN 38120

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