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Patrick John Danehy

Investment adviser representative at Newsouth Capital Management Inc
32 yearsExperience
2 statesRegistered in
CFADesignation
$2.2BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsPerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

32 years in the industry.

  1. Newsouth Capital Management, IncJun 1994 to now

Designations

  • CFA

Exams passed

  • Series 63 · Uniform Securities Agent State Law1991
  • Series 65 · Uniform Investment Adviser Law1996

State registrations

Registered as an investment adviser representative in 2 states (TN, TX).

Newsouth Capital Management Inc

$2.2BAssets managed
157Clients
7Advisers
41 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2153253
Firm CRD
110676
Advisor's SEC record (opens in a new tab)
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