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Cullen Investment Group, Ltd.

● SEC registered since 2002CRD 18266SEC# 801-61265Lafayette, LA
Export (members)
Reg. AUM
$795.5M
Employees
9
Accounts
1,424
Location
Lafayette, LA

Cullen Investment Group, Ltd. assets under management

Cullen Investment Group, Ltd. operates as an SEC-registered investment adviser based in Lafayette, LA. The firm has been registered since 2002. It reports $795.5 million in regulatory assets under management and employs 9 people.
www.cullenonline.comView on SEC.gov ↗

Cullen Investment Group, Ltd. owners & executives

2 reported
NameTitleOwnershipSince
David Cullen Bordes ControlPresident, And Chief Compliance Officer50-75%1986
Stephen Lloyd NickelVice President25-50%2017

Frequently asked questions

How much does Cullen Investment Group, Ltd. manage?

Cullen Investment Group, Ltd. reports $795.5 million in regulatory assets under management on its Form ADV.

How many employees does Cullen Investment Group, Ltd. have?

Cullen Investment Group, Ltd. reports 9 employees.

Where is Cullen Investment Group, Ltd. located?

Cullen Investment Group, Ltd. is based in Lafayette, LA and has been SEC-registered since 2002.

Does Cullen Investment Group, Ltd. disclose fund performance?

Cullen Investment Group, Ltd. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1404 S. College Rd., Lafayette, LA 70503
Phone337-237-8000
Fax3372378057
Office hours8:00 a.m.-5:00 p.m.
SEC regionMiami Regional Office (MIRO)
CIK797203
Discloses disciplinary historyNo

Assets under management

Discretionary$795.5M
Non-discretionary$0
Total (RAUM)$795.5M