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- Custodian
- Broadridge · Charles Schwab & Company · Interactive Brokers · JP Morgan · UBS
- Clients
- Retail and Institutional
- Platforms
- Vertex quantumOak +more
- Established Date
- 04-01-2000
- Office Locations
- 1
Office Locations
About Cullen Capital Management, LLC
Cullen Capital Management, LLC manages equity portfolios for retail and institutional investors using a long-term, fundamentally driven value approach focused on low P/E, dividend-paying stocks. Portfolios are typically concentrated (about 30–45 names), emphasizing U.S. large caps in its flagship High Dividend Value strategy, with selective ADR exposure and a developed-markets International High Dividend Value ADR option. The firm has followed this high-dividend value discipline since 1983.
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Owner & Executives
JAMES PATRICK CULLEN
Chairman, Chief Executive Officer, Owner
- CRD
- #58395
- Ownership
- 75% or more
BROOKS HEMINGWAY CULLEN
EXECUTIVE DIRECTOR, President, VICE CHAIRMAN
- CRD
- --
- Ownership
- 5% but less than 10%
Prime timber
Signal matrix
- CRD
- #98340
- Ownership
- 22.0%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,577,260,992 | $1,375,135 |
| Non-Discretionary | $0 | -- |
| Total | $11,577,260,992 | $1,375,135 |
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Separately Managed Accounts
Total SMA Asset: $7,159,036,827
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,087,587,573 | 26.7% |
| Derivatives | $2,767,812,738 | 35.4% |
| Cash | $2,963,279,739 | 37.9% |
| Total | $7,818,680,050 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| UNISON FUSION | MERIDIAN CAPITAL | 5ZLDO5J2E | ZBTJA | 10.64% | $69,246,345 |
| DELTA OPTIMA | FOUNDATION PRIME | FK72XVEN4 | GOSSU | 10.90% | $70,885,347 |
| VALUE RIDGE | VECTOR FRONTIER | O0HSOGOKX | FLT | 7.42% | $64,313,234 |
| FUSION VECTOR | FRONTIER RADIAL | XBM7O42T5 | UPXXA | 11.92% | $96,345,363 |
| FRONTIER MOMENTUM PRIME | VECTOR LEGACY | 41GRLV2AD | WCEPP | 7.70% | $22,778,383 |
| CAPITAL FUSION MATRIX | LEGACY PEAK | JC1TMLNSX | YVUD | 2.92% | $51,749,821 |
| PATHWAY ELEMENT | HARBOR ELEMENT | 0T5QHW1RC | YNAN | 8.01% | $13,486,179 |
| MERIDIAN LEGACY | CREST CATALYST | VOWSR8K1U | DUA | 2.87% | $95,526,065 |