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Patrick John Danehy

Newsouth Capital Management Inc.

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About Patrick John Danehy

Patrick Danehy is a registered investment advisor with Newsouth Capital Management Inc. Patrick is an active investment advisor representative in Tennessee and Texas. Patrick has been in the industry since 1991. Patrick is also a Chartered Financial Analyst. Patrick has been associated with Newsouth Capital Management Inc. since 1994. Patrick holds a Series 63, 65, and 7 license.

Firm Information

Patrick Danehy is currently registered with Newsouth Capital Management Inc.. Newsouth Capital Management Inc. is an investment advisor headquartered in Memphis, Tennessee. The firm manages approximately $2.62 billion in assets for a variety of clients, including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations and other businesses, state or municipal government entities, and pooled investment vehicles. They provide portfolio management services for individuals, businesses, and pooled investment vehicles. They also offer wrap fee programs.
Newsouth Capital Management Inc.

999 S. SHADY GROVE ROAD

MEMPHIS, TN 38120-4129

$2.62B

Assets Under Management

Not reported

Total Clients

8

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Patrick Danehy’s Registration & Firm History

TN

02/09/1995 - Present

Newsouth Capital Management Inc. (MEMPHIS TN)

NA

01/14/1994 - 06/09/1994

NBC CAPITAL MARKETS GROUP, INC.

NA

07/25/1991 - 11/27/1993

TRADING SERVICES GROUP, INC.

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Licenses & Designations

IA

Issued 03/04/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/27/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/23/1991

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Patrick John Danehy.
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