BARROW HANLEY GLOBAL INVESTORS

RIASEC RegisteredEst. 1987
Total AUM
$59B
Discretionary
$52.4B
89% of AUM
Avg account
$217M
Accounts
272
Employees
94
Advisory reps
30

Firm details

Headquarters
DALLAS, Texas
CRD number
105519
Registered since
December 31, 1987
Website
www.barrowhanley.com
Custodians
STATE STREET BANK AND TRUST COMPANY, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, THE BANK OF NEW YORK MELLON
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Investment Companies35.99%
  • State / Municipal Government26.76%
  • Corporations / Businesses13.46%
  • Pension & Profit Sharing Plans13.17%
  • Pooled Investment Vehicles4.86%
Services
Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Barrow Hanley Global Investors is an SEC-registered investment manager organized as an LLC and operating since 1987. The firm serves both individual/family and institutional clients and runs a mix of pooled vehicles and separate accounts. Its advisory services include portfolio management for individuals, pooled investment vehicles, investment companies and institutions, plus selection of other advisers. Fee arrangements combine asset-based fees with performance-linked compensation. The firm identifies as an active ESG investor and also acts in sponsor/GP and trust company roles for pooled structures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 80%, Investment Grade Corp Bonds 9%, US Government Bonds 4%, Other 4%, Cash & Cash Equivalents 2%, Sovereign Bonds 1%80%
  • Exchange Traded Equities80%
  • Investment Grade Corp Bonds9%
  • US Government Bonds4%
  • Other4%
  • Cash & Cash Equivalents2%

Owners & executives

3 of 3

  • CORY MARTIN

    CEO, Executive Director, Portfolio ManagerCRD 2737566

  • HANNAH ACKELS

    Director & Chief Compliance OfficerCRD 5750104

  • Erin Sisson

    Managing Director, Chief Financial OfficerCRD 7593428

Contacts

3 of 27

  • NICHOLAS LOSEY

    Managing Director & Portfolio ManagerCRD 4588138

  • CHETAN PAI PANANDIKER

    Managing Director & Portfolio ManagerCRD 5781260

  • MICHAEL HIRAI

    Director, Institutional Business DevelopmentCRD 2956912

Unlock 24 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 1

Active vs passive

$210M in ETFs

Passive

100%

$210M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES MSCI WORLD ETF (URTH)BlackRockPassiveGlobal Large Stock Blend$210M1,166,433100.00%

Location

Primary office

DALLAS, TX

DALLAS

Location

DALLAS, TX

Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
DALLAS
Address
2200 Ross Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth