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CULLEN CAPITAL MANAGEMENT, LLC
CRD 113128File 801-57576
APPROVED
Retail clients
Filing as of Mar 27, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$11.58B
Top 10% of cohort (national)
Discretionary AUM
$11.58B
Clients
8,417
8,419 accounts
Employees
64
Top 25% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- May 31, 2000
- Principal office
- 645 FIFTH AVENUE, 12TH FLOOR, NEW YORK, NY, 10022
- Phone
- 212-644-1800
- Website
- http://www.cullenfunds.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $11.58B
- Discretionary AUM
- $11.58B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 8,419
- Non-discretionary accounts
- 0
- Total accounts
- 8,419
- AUM per client
- $1.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 303 | $556.4M |
| Insurance companies | Fewer than 5 | $7.0M |
| Investment companies | 17 | $4.39B |
| Charitable organizations | 115 | $309.3M |
| High net worth individuals | 7,940 | $6.00B |
| Pooled investment vehicles | 3 | $23.8M |
| Pension and profit sharing plans | 39 | $130.1M |
| State or municipal government entities | Fewer than 5 | $154.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- 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
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
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 | Clients | 7,423 | 8,417 | increased by994 |
| Apr 1, 2026 | AUM | $9,089,890,870 | $11,577,260,992 | increased by$2,487,370,122 |
| Apr 1, 2026 | Accounts | 7,423 | 8,419 | increased by996 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 63 | 64 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 6,743 | 7,423 | increased by680 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $9,157,186,354 | $9,089,890,870 | decreased by$67,295,484 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 6,743 | 7,423 | increased by680 |
| Apr 1, 2022 | Employees | 60 | 63 | increased by3 |
| Apr 1, 2022 | Clients | 6,241 | 6,743 | increased by502 |
| Apr 1, 2022 | AUM | $6,997,063,752 | $9,157,186,354 | increased by$2,160,122,602 |
| Apr 1, 2022 | Accounts | 6,241 | 6,743 | increased by502 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CULLEN CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CULLEN CAPITAL” 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.