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BARROW HANLEY GLOBAL INVESTORS
Legal name: BARROW, HANLEY, MEWHINNEY & STRAUSS, LLC
CRD 105519File 801-31237
APPROVED
Retail clients
Custody
Filing as of Mar 26, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$59.04B
Top 10% of cohort (national)
Discretionary AUM
$52.40B
Non-discretionary $6.64B
Clients
154
272 accounts
Employees
94
Top 10% of cohort in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Dec 31, 1987
- Principal office
- 2200 ROSS AVENUE, 31ST FLOOR, DALLAS, TX, 75201-2761
- Phone
- 214-665-1900
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $59.04B
- Discretionary AUM
- $52.40B
- Non-discretionary AUM
- $6.64B
- Discretionary accounts
- 253
- Non-discretionary accounts
- 19
- Total accounts
- 272
- AUM per client
- $383.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 18 | $7.95B |
| Insurance companies | Fewer than 5 | $391.4M |
| Investment companies | 18 | $21.25B |
| Charitable organizations | 27 | $1.63B |
| Other investment advisers | Fewer than 5 | $1.37B |
| High net worth individuals | Fewer than 5 | $6.3M |
| Pooled investment vehicles | 7 | $2.87B |
| Pension and profit sharing plans | 41 | $7.78B |
| State or municipal government entities | 36 | $15.80B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 99 | 94 | decreased by5 |
| Apr 1, 2026 | Clients | 160 | 154 | decreased by6 |
| Apr 1, 2026 | AUM | $53,255,290,889 | $59,035,569,287 | increased by$5,780,278,398 |
| Apr 1, 2026 | Accounts | 276 | 272 | decreased by4 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 103 | 99 | decreased by4 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 157 | 160 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $46,802,100,313 | $53,255,290,889 | increased by$6,453,190,576 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 254 | 276 | increased by22 |
| Aug 1, 2022 | Employees | 97 | 103 | increased by6 |
| Aug 1, 2022 | Custody | Yes | No | |
| Aug 1, 2022 | Clients | 161 | 157 | decreased by4 |
| Aug 1, 2022 | AUM | $50,647,626,562 | $46,802,100,313 | decreased by$3,845,526,249 |
| Aug 1, 2022 | Accounts | 261 | 254 | decreased by7 |
| Mar 1, 2022 | Employees | 100 | 97 | decreased by3 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BARROW HANLEY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BARROW HANLEY” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.