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 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

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

    James Cullen

    CEOCRD 58395

  • Aiden Kelly

    Aiden Kelly

    Chief Compliance OfficerCRD 7597285

Contacts

2 of 2
  • Stephen O'neil

    Stephen O'neil

    Executive DirectorCRD 7659636

  • Brooks Cullen

    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 37

Active vs passive

$137M in ETFs

Passive

100%

$137M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES MSCI SOUTH KOREA ETF (EWY)BlackRockPassiveMiscellaneous Region$40.7M201,69929.67%

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