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| Cullen Investment Group Ltd
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|---|---|
| CRD # | 18266 |
| SEC # | 801-61265 |
| CIK # | 0000797203 |
| AUM | $795.5 M (2025-07-10) |
| Employees | 9 (67% Investors, 0% Brokers) |
| Phone | 337-237-8000 |
| Address | 1404 S College Rd Lafayette, LA 70503 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 44.1 | ||
| Apple Inc | 43.4 | ||
| Wal Mart Stores Inc | 32.0 | ||
| J P Morgan Chase & Co | 30.0 | ||
| Eaton Corp Ltd | 26.2 | ||
| Broadcom Inc | 23.2 | ||
| Nvidia Corp | 17.8 | ||
| Alphabet Inc | 16.7 | ||
| Amazon Com Inc | 12.5 | ||
| Deere & Co | 12.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 380 | 238.7 |
| (b) Individuals (high net worth individuals) | 165 | 529.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 27.8 |
| (n) Other | 0 | 0.0 |
| Total | 1,424 | 795.5 |
| By Discretionary | ||
| Discretionary | 1,424 | 795.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,424 | 795.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 795.5 | |
| Total | 1,424 | 795.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000797203] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Asset Management Group Inc
✚
|
CT | 0.8 |
|
Erguz LLC
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|
TX | 0.8 |
|
Parsons Capital Management LLC
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|
PA | 0.8 |
|
Makrod Investment Associates Inc
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|
NJ | 0.8 |
|
Fagan Associates Inc
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|
NY | 0.8 |
|
B&D White Capital Company LLC
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|
TX | 0.8 |
|
Horst & Graben Wealth Management LLC
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|
OR | 0.8 |
|
Snowwater Investment Partners LLC
✚
|
0.8 | |
|
McMillan Office Inc
✚
|
MI | 0.8 |
|
North Point Portfolio Managers Corporation
✚
|
OH | 0.8 |