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Advisors / Tennessee / Memphis
35yrs

Patrick Danehy

Financial advisor at Newsouth Capital Management

Patrick Danehy has worked in the financial industry for 35 years and is a fiduciary financial advisor based in Memphis, Tennessee. Patrick joined Newsouth Capital Management in 1995, a firm offering investment management and private fund management. Patrick holds the CFA designation.

One of 845 advisors with offices in Memphis, and one of 698 fiduciaries.

Memphis, TN 38120CFATop 8% by experience in TennesseeFiduciary advisor
Call the officeDirections

At a glance

Experience35 years (since 1991)
How that compares ?Top 8% by experience in Tennessee
Office1100 Ridgeway Loop Rd Suite 444, Memphis, TN 38120
How the firm is paid ?Percent of assets, Performance fee
Typical client at the firm ?$6 million
Advisors at the firm7
States licensed ?2 states

Services through Newsouth Capital Management

Investment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutions

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Designations

CFA

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. 1995 – now

Questions to ask Patrick

Tailored to Patrick’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. Your firm can charge performance-based fees. Would that apply to me?
  3. Where would my money be held, and will I get statements directly from that firm?
  4. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Patrick

How do I contact Patrick?

Call Newsouth Capital Management at (901) 761-5561 and ask for Patrick Danehy. Patrick works from the Memphis, TN office.

How long has Patrick been a financial advisor?

Patrick has been in the industry since 1991, about 35 years. Top 8% by experience in Tennessee.

What licenses does Patrick hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Patrick a fiduciary?

Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Patrick paid?

Newsouth Capital Management reports being paid by a percentage of the assets they manage, a share of investment gains. Ask Patrick for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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