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| Cullen Investment Group Ltd
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|---|---|
| CRD # | 18266 |
| SEC # | 801-61265 |
| CIK # | 0000797203 |
| AUM | 910.0 M (2026-03-24) |
| Employees | 11 (45% 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) | |
|---|---|---|---|
| Apple Inc | 53.5 | ||
| Alphabet Inc | 39.6 | ||
| Microsoft Corp | 32.0 | ||
| Wal Mart Stores Inc | 31.6 | ||
| J P Morgan Chase & Co | 29.2 | ||
| Nvidia Corp | 21.5 | ||
| Broadcom Inc | 21.0 | ||
| Eaton Corp Ltd | 20.9 | ||
| Amazon Com Inc | 19.2 | ||
| Philip Morris International Inc | 17.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 369 | 89.6 |
| (b) Individuals (high net worth individuals) | 236 | 783.6 |
| (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 | 6 | 33.9 |
| (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 | 0 | 2.9 |
| (n) Other | 0 | 0.0 |
| Total | 1,499 | 910.0 |
| By Discretionary | ||
| Discretionary | 1,499 | 910.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,499 | 910.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.9 | |
| United States Persons | 908.1 | |
| Total | 1,499 | 910.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000797203] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 9 |
| Serves | Retail |
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|---|---|---|
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