Overview
Assets Under Management: $9.0 billion
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 6,954
Average Client Assets: $726,123
Frequently Asked Questions
CULLEN CAPITAL MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #113128), CULLEN CAPITAL MANAGEMENT, LLC is subject to fiduciary duty under federal law.
CULLEN CAPITAL MANAGEMENT, LLC is headquartered in NEW YORK, NY.
CULLEN CAPITAL MANAGEMENT, LLC serves 6,954 high-net-worth clients according to their SEC filing dated March 28, 2024. View client details ↓
According to their SEC Form ADV, CULLEN CAPITAL MANAGEMENT, LLC offers portfolio management for individuals, portfolio management for businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
CULLEN CAPITAL MANAGEMENT, LLC manages $9.0 billion in client assets according to their SEC filing dated March 28, 2024.
According to their SEC Form ADV, CULLEN CAPITAL MANAGEMENT, LLC serves high-net-worth individuals, businesses, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 6,954
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 55.55
Average High-Net-Worth Client Assets: $726,123
Total Client Accounts: 7,908
Discretionary Accounts: 7,908
Regulatory Filings
CRD Number: 113128
Last Filing Date: 2024-03-28 00:00:00
Website: https://schafer-cullen.com