Schafer Cullen Capital Management Inc

RIASEC Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
64
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
105799
Registered since
January 31, 1983
Fee structure
Percentage of AUM
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • James Cullen

    James Cullen

    CEOCRD 58395

  • Aiden Kelly

    Aiden Kelly

    Chief Compliance OfficerCRD 7597285

Contacts

1 of 1
  • Stephen O'neil

    Stephen O'neil

    Executive DirectorCRD 7659636

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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