CULLEN CAPITAL MANAGEMENT, LLC

RIASEC RegisteredEst. 2000
Total AUM
$11.6B
Discretionary
$11.6B
100% of AUM
Avg account
$1.4M
Accounts
8,419
Employees
64
Advisory reps
4

Firm details

Headquarters
New York, New York
CRD number
113128
Registered since
May 31, 2000
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

FINTRX

Overview

Cullen Capital Management, LLC is an SEC-registered investment adviser organized as an LLC and operating since 2000. The firm is identified as a hedge fund manager that serves both individual/family clients and institutional accounts. Its compensation structure combines a percentage of assets under management with performance-based fees. Cullen provides discretionary portfolio management across retail and pooled vehicles, including management for individuals and small businesses, investment companies, pooled investment vehicles and institutional clients. The firm reports being an active ESG investor and is related to at least one other adviser; it does not position itself primarily as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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 93%, Derivatives 4%, Cash & Cash Equivalents 3%93%
  • 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

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 38

Active vs passive

$187M in ETFs

Passive

100%

$187M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
STATE STREET(R) SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETF (BIL)State StreetPassiveUltrashort Bond$52.9M577,06228.33%

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth