Schafer Cullen Capital Management Inc
Firm details
- Headquarters
- New York, New York
- CRD number
- 105799
- Registered since
- January 31, 1983
- Website
- www.cullenfunds.com
- Fee structure
- Percentage of AUM
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Schafer Cullen Capital Management Inc is a SEC-registered investment adviser that manages discretionary portfolios for both individuals/small businesses and for business or institutional clients. The firm combines a public equity program—evidenced by a 13F equity sleeve—with active allocations to hedge fund strategies and firm-sponsored hedge fund vehicles. Its fee model is percentage-of-AUM, and the firm identifies as an active ESG investor, which suggests ESG considerations are incorporated into security selection or engagement across at least part of its investment process. The firm is organized as a corporation with domestic ownership and maintains a related-adviser relationship, indicating an affiliated structure or sibling advisory entity is part of its operational footprint. Investment activity appears concentrated in equities that are reported on 13F filings, but total AUM exceeds reported 13F assets, implying significant exposure to non‑13F instruments (cash, private funds, or other non‑reportable assets) or separate strategies not captured by 13F reporting.
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
Owners & executives
2 of 2
James Cullen
CEOCRD 58395

Aiden Kelly
Chief Compliance OfficerCRD 7597285
Contacts
1 of 1
Stephen O'neil
Executive DirectorCRD 7659636
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Tiaa-Cref Tuition Financing, Inc.
RIANew York, NY
Arax Advisory Partners
RIANew York, NY
ICE Data Pricing & Reference Data, LLC
RIANew York, NY
Savvy Labs Inc
RIANew York, NY
Nomura Corporate Research and Asset Management Inc
RIANew York, NY
Mirae Asset Global Investments (USA) LLC
RIANew York, NY