Barrow Hanley Mewhinney & Strauss LLC

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Barrow Hanley Mewhinney & Strauss LLC ✚
CRD #	105519
SEC #	801-31237
CIK #
AUM	59.04 B (2026-03-26)
Employees	94 (46% Investors, 6% Brokers)
Fees
Minimum
Phone	214-665-1900
Address	2200 Ross Avenue, 31st Floor Dallas, TX 75201-2761
Source	[IAPD] [Website] [LinkedIn]

Total AUM ($B) Copy

Type	Form D Funds	Date	Sold	AUM
PE	Barrow Hanley CLO Fund II LP	2025-03-27
Other	Barrow Hanley Emerging Markets Equity Fund	[2025-03-27]	102.5 M	220.5 M
	Filed 2025-08-19 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $5,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
Other	Barrow Hanley Non-US Value Fund LP	[2024-03-28]	60.0 M	84.0 M
	Filed 2025-12-02 (D/A) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Minimum $5,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
Other	Barrow Hanley World Ex-US Value Fund LP	[2023-08-30]	125.0 M	223.1 M
	Filed 2025-07-15 (D/A) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Minimum $5,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
PE	Barrow Hanley CLO Fund I LP	[2023-03-31]	113.2 M	115.0 M
	Offered $113,161,333 · Filed 2022-03-28 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $5,000,000 · Duration One year or less · Net Assets Decline to Disclose
Other	Barrow Hanley Mewhinney & Strauss Bank Loan Fund	[2018-06-28]	111.1 M	119.4 M
	Filed 2013-02-08 (D/A) · Exemption 506, 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
Other	Barrow Hanley Mewhinney & Strauss Concentrated Emerging Markets Fund	[2015-03-31]	14.7 M	5.5 M
	Filed 2022-04-01 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
Other	Barrow Hanley Mewhinney & Strauss Core Fixed Income Fund	[2012-03-30]	111.1 M	49.0 M
	Filed 2013-02-08 (D/A) · Exemption 506, 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
Other	Barrow Hanley Mewhinney & Strauss Diversified Large Cap Value Fund	[2012-03-30]	25.2 M	19.2 M
	Filed 2013-02-08 (D/A) · Exemption 506, 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
Other	Barrow Hanley Mewhinney & Strauss Diversified Small Cap Value Fund	[2012-03-30]	5.0 M	6.8 M
	Filed 2011-12-09 (D/A) · Exemption 506, 3(c)(1) · Minimum $3,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
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

Limited Partners	2011 - 2026
Alaska Division of Retirement and Benefits
Minnesota State Board of Investment
New York City Employees' Retirement System
Teachers' Retirement System of the City of New York

Form D Directors	Role	# Filings	# Firms
Linda Gibson	Director	61	14
David Smith	Director	268	12
Stephen Scott	Director	64	10
Virginia Turner	Executive Officer	61	9
Vincent Manning	Executive Officer	53	9
Karen Kupferberg	Director	51	9
Joan Gulinello	Executive Officer	51	9
Peter Rollins	Director	51	9
Brian Dillon	Executive Officer	51	9
Ruth Paul	Executive Officer	43	9
Robert McDorman Jr	Director	42	9
Robert Patterson	Director	34	9
Mary Kirby	Director	50	8
Old Mutual Asset Management Trust Co	Promoter	46	8
Thomas Turpin	Executive Officer	48	7
Kathy Nicholl	Executive Officer	44	7
Eric Marhoun	Director	40	6
Stephen Belgrad	Executive Officer	25	6
Thomas McLain	Executive Officer	24	5
Aidan Riordan	Director	9	4
Neal Garvey	Executive Officer	6	4
Old Mutual Asset Management Trust Company	Promoter	5	4
Daniel Mahoney	Executive Officer	17	3
Suren Rana	Director	14	3
Kevin Quinn	Director	31	2
Cory Martin	Executive Officer	6	2
John Cotner	Director	5	2
Old Mutual Asset Management Trust Company Omam Trust Co	Promoter	4	2
Barrow Hanley Investment Funds LLC	Director	3	2
Barrow Hanley Holding GP LLC	Director	3	1
BH Credit Management LLC	Promoter	1	1
BH Credit Holding GP LLC	Executive Officer	1	1

Firm Profile (Form ADV)
Discretionary AUM	$89.1B
Serves	Institutional, Retail
Fund Types	Private Equity
LEI	213800XRVTFKWDGW6Y09

Comparable Firms	State	AUM
Pathway Capital Management LP ✚	CA	97.82 B
PPM America Inc ✚	IL	93.79 B
Canterbury Consulting Incorporated ✚	CA	45.88 B
TCW Investment Management Company LLC ✚	CA	38.82 B
Impax Asset Management Ltd ✚		25.84 B
Ottawa Avenue Private Capital LLC ✚	MI	22.95 B
Townsquare Capital LLC ✚	UT	18.07 B
CW Advisors LLC ✚	MA	15.22 B
CV Advisors LLC ✚	FL	15.08 B
The Caprock Group LLC ✚	ID	12.48 B

Barrow Hanley Mewhinney & Strauss LLC

Assets, Funds, Holdings