Firm profile

CULLEN CAPITAL MANAGEMENT, LLC

NEW YORK, NYCRD 113128Latest ADV March 27, 2026

Cullen Capital Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated March 27, 2026, reports $11.6B in regulatory assets under management, 64 employees, and 8,419 accounts.

Assets Under Management
$11.6B
Employees
64
Offices
--
Total Clients
8,417
Primary office
NEW YORK, NY
645 FIFTH AVENUE, 12TH FLOOR, NEW YORK, NY, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CEOJames P. Cullen
CCOAiden J. Kelly
COOStephen J. O'neil

Advisory services offered

4 types reported
Portfolio management for businesses
Portfolio management for individuals and small businesses
Portfolio management for investment companies

Fee models offered

2 types reported
Asset based fees
Performance-based fees
Sources checked May 14, 2026

Client Coverage Demographics

Top client segmentHNWI represent 94.3% of total clients.
Top client categories% of clientsClients
1
HNWI
94.3%
7,940
2
Corporations
3.6%
303
3
Charitable
1.4%
115
4
Pension Plans
0.5%
39
5
Investment Cos.
0.2%
17
Additional categories (<0.1%)
Pooled Investment Vehicles<5 clients
Categories with <5 clients
Insurance companies<5 clients
State or municipal government entities (including govt. pension plans)<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$11.6Bas of March 27, 2026
Discretionary100.0%
$11.6B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$11.6B
Total Accounts8,419
10Y AUM Change+$8.5B (+272.8%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees64
Clients per Employee132:1
10Y Employee Change+10 (+18.5%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.