CAUSEWAY CAPITAL MANAGEMENT LLC

RIASEC RegisteredEst. 2001

Total AUM

$62.2B

Discretionary

$62.2B

100% of AUM

Avg account

$110M

Accounts

565

Employees

103

Advisory reps

Firm details

Headquarters: Los Angeles, California
CRD number: 113308
Registered since: June 14, 2001
Website: www.causewaycap.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 Companies50.72%
State / Municipal Government20.35%
Pooled Investment Vehicles11.91%
Pension & Profit Sharing Plans7.83%
Sovereign Wealth Funds4.68%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Causeway Capital Management LLC is an SEC-registered investment adviser that primarily provides portfolio management across individual, pooled, and institutional client types. The firm charges both asset-based fees and performance-linked fees, and it offers management for separate accounts, investment companies and pooled vehicles. Causeway reports being an active ESG investor, and its advisory scope includes services for individuals and families as well as institutional and business clients. Causeway is organized as a limited liability company and has been SEC-registered since 2001. Its business activities emphasize equity-oriented portfolio management, and its reported advisory services cover a broad set of account types rather than narrow consulting or pension-specialist offerings.