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 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
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 2JAMES CULLEN
CEOCRD 58395
Aiden Kelly
Chief Compliance OfficerCRD 7597285
Contacts
2 of 2Stephen 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 38Active vs passive
$187M in ETFs
100%
$187M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETF (BIL) | State Street | Passive | Ultrashort Bond | $52.9M | 577,062 | 28.33% |
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
Similar firms
KRANE FUNDS ADVISORS, LLC
RIANew York, NY
KENNEDY LEWIS MANAGEMENT LP
RIANew York, NY
INVESTCORP CREDIT MANAGEMENT US LLC
RIANew York, NY
KINDERHOOK INDUSTRIES, LLC
RIANew York, NY
PERCEPTIVE ADVISORS
RIANew York, NY
ENTRUST GLOBAL PARTNERS LLC
RIANew York, NY