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| Barrow Hanley Mewhinney & Strauss LLC
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|---|---|
| CRD # | 105519 |
| SEC # | 801-31237 |
| CIK # | 0000313028 |
| AUM | $59.0 B (2026-03-26) |
| Employees | 94 (46% Investors, 6% Brokers) |
| Phone | 214-665-1900 |
| Address | 2200 Ross Avenue, 31st Floor Dallas, TX 75201-2761 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | Barrow Hanley CLO Fund II LP | 2025-03-27 | 0.0 | |
| Other | Barrow Hanley Emerging Markets Equity Fund | [2025-03-27] | 220.5 | |
| Other | Barrow Hanley Non-US Value Fund LP | [2024-03-28] | 84.0 | |
| Other | Barrow Hanley World Ex-US Value Fund LP | [2023-08-30] | 223.1 | |
| PE | Barrow Hanley CLO Fund I LP | [2023-03-31] | 115.0 | |
| Other | Barrow Hanley Mewhinney & Strauss Bank Loan Fund | [2018-06-28] | 119.4 | |
| Other | Barrow Hanley Mewhinney & Strauss Concentrated Emerging Markets Fund | [2015-03-31] | 5.5 | |
| Other | Barrow Hanley Mewhinney & Strauss Core Fixed Income Fund | [2012-03-30] | 49.0 | |
| Other | Barrow Hanley Mewhinney & Strauss Diversified Large Cap Value Fund | [2012-03-30] | 19.2 | |
| Other | Barrow Hanley Mewhinney & Strauss Diversified Small Cap Value Fund | [2012-03-30] | 6.8 | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 4 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 18 | 21.2 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 7 | 2.9 |
| (g) Pension and profit sharing plans | 41 | 7.8 |
| (h) Charitable organizations | 27 | 1.6 |
| (i) State or municipal government entities | 36 | 15.8 |
| (j) Other investment advisers | 1 | 1.4 |
| (k) Insurance companies | 2 | 0.4 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 18 | 7.9 |
| (n) Other | 0 | 0.0 |
| Total | 272 | 59.0 |
| By Discretionary | ||
| Discretionary | 253 | 52.4 |
| Non-Discretionary | 19 | 6.6 |
| Total | 272 | 59.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 19.5 | |
| United States Persons | 39.5 | |
| Total | 272 | 59.0 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Linda Gibson | 61 | ||
| David Smith | 252 | ||
| Stephen Scott | 62 | ||
| Virginia Turner | 61 | ||
| Vincent Manning | 53 | ||
| Joan Gulinello | 51 | ||
| Peter Rollins | 51 | ||
| Brian Dillon | 51 | ||
| Karen Kupferberg | 51 | ||
| Mary Kirby | 50 | ||
| Old Mutual Asset Management Trust Co | 46 | ||
| Ruth Paul | 43 | ||
| Robert McDorman Jr | 42 | ||
| Robert Patterson | 33 | ||
| Thomas Turpin | 47 | ||
| Kathy Nicholl | 44 | ||
| Stephen Belgrad | 25 | ||
| Eric Marhoun | 40 | ||
| Thomas McLain | 24 | ||
| Aidan Riordan | 9 | ||
| Neal Garvey | 6 | ||
| Suren Rana | 14 | ||
| Daniel Mahoney | 12 | ||
| Old Mutual Asset Management Trust Company | 5 | ||
| Kevin Quinn | 30 | ||
| Barrow Hanley Mewhinney & Strauss LLC | 7 | ||
| Cory Martin | 6 | ||
| John Cotner | 5 | ||
| Old Mutual Asset Management Trust Company OMAM Trust Co | 4 | ||
| Barrow Hanley Investment Funds LLC | 3 | ||
| Barrow Hanley Holding GP LLC | 3 | ||
| BH Credit Holding GP LLC | 1 | ||
| BH Credit Management LLC | 1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000313028] | |
| SC 13G | [0000313028] |
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ID | 12.5 |