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Cullen Capital Management, LLC

Cullen Capital Management, LLC. CRD 113128

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CRD: 113128

Cullen Capital Management, LLC

$11.6B Total AUM
$11.6B Disc. AUM
7.4% 3Y CAGR
64 Employees
8,449 ADV. Clients
26 yrs Firm Age

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Firm Details

Custodian
Broadridge · Charles Schwab & Company · Interactive Brokers · JP Morgan · UBS
Clients
Retail and Institutional
Established Date
04-01-2000
Office Locations
1

Office Locations

645 Fifth Avenue 12th Floor NEW York NY

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.

Reported data analysis

What the numbers show

Between March 31, 2025 and March 27, 2026, reported AUM increased 27.4%, from $9.1B to $11.6B.

Across 5 reported observations, AUM increased 26.4% between November 7, 2022 and March 27, 2026, from $9.2B to $11.6B.

Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.

The firm reports 17 advisory representatives and 8,449 clients, or 497 clients per representative. That equates to $1.4M in reported AUM per client.

The profile lists 1 reported office location and 26 years in operation. The source data was last updated on March 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.

Team overview

-- AVG AGE
$681.0M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
15.2 yrs AVG TENURE
64 Employees
17 Advisory Reps
0 RIA Reps
26yrs Firm Age

Additional firm insights

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Available data coverage

  • Asset Classes
  • CRM
  • Custodian
  • Investment Themes
  • Investment Vehicles
  • Platform
  • Services
  • Technology

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Owner & Executives

J

JAMES PATRICK CULLEN

Chairman, Chief Executive Officer, Owner

CRD
#58395
Ownership
75% or more
B

BROOKS HEMINGWAY CULLEN

EXECUTIVE DIRECTOR, President, VICE CHAIRMAN

CRD
--
Ownership
5% but less than 10%

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Contacts

No contact records available.

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
11-07-2022
03-31-2023
03-28-2024
03-31-2025
03-27-2026
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

SMA allocation detail is available

Cullen Capital Management, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.

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13F Holdings | Q2 2026

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Cullen Capital Management, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.

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