Cullen Capital Management, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 113128
- Registered since
- May 31, 2000
- Website
- www.cullenfunds.com
- Custodians
- J.P. MORGAN SECURITIES INC., CHARLES SCHWAB & CO., INC., UBS FINANCIAL SERVICES INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI51.84%
- Investment Companies37.96%
- Corporations / Businesses4.81%
- Charitable Organizations2.67%
- State / Municipal Government1.33%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Cullen Capital Management, LLC is an SEC-registered investment adviser organized as an LLC and operating since 2000. The firm is classified as a hedge fund manager and serves both individual/family and institutional clients. Its advisory scope includes portfolio management for individuals and small businesses, investment companies, pooled investment vehicles, and other businesses or institutions. Fee arrangements combine a percentage of assets under management with performance-based fees. The firm identifies as an active ESG investor and is affiliated with at least one related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities93%
- Derivatives4%
- Cash & Cash Equivalents3%
Owners & executives
2 of 2
James Cullen
CEOCRD 58395

Aiden Kelly
Chief Compliance OfficerCRD 7597285
Contacts
2 of 2
Stephen O'neil
Executive DirectorCRD 7659636

Brooks Cullen
President & Vice ChairmanCRD 2166071
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 37Active vs passive
$137M in ETFs
100%
$137M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES MSCI SOUTH KOREA ETF (EWY) | BlackRock | Passive | Miscellaneous Region | $40.7M | 201,699 | 29.67% |
Location
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 645 5th Ave
- Time zone
- ET (UTC-5)
- Office locations
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