Causeway Capital Management LLC

CRD#113308
Investment Advisor Firm

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Overview

Causeway Capital Management LLC operates as an advisory company based in Los Angeles, California. It has $50.3 billion in assets under management over 121 customer accounts, placing it among the largest firms in the nation by assets under management (AUM). It has an average-sized group of 94 employees, including 37 financial advisors. Causeway Capital Management LLC is not a registered broker-dealer, meaning the firm cannot buy and sell securities for its own accounts as well as its customers' and instead is required to go through a broker-dealer company to do so. Securities are tradable financial assets like bonds, equities and options.

Causeway Capital Management LLC manages all of the firm's client assets in a discretionary manner. Discretionary management means that transaction choices for the client's account are made by an investment advisor without needing client approval. The firm supervises an average of $415.4 million for every client account. An average advisor at Causeway Capital Management LLC administers around three client accounts, placing it among the most personalized firms in the country.

The firm's central office is at 11111 Santa Monica Boulevard, Los Angeles, California 90025. The company is legally allowed to serve investors across 51 U.S. states and territories.

Assets Under Management

$50.3 billion

Number of Advisors

37

Disclosures

No

Office Location

11111 Santa Monica Boulevard
Los Angeles, CA 90025

Causeway Capital Management LLC by the Numbers

Total Assets Under Management

$50.3 billion

National Average: $3.7 billion
Total Number of Employees

94

National Average: 29
Total Number of Accounts

121

National Average: 2,073
Average Account Size

$415.4 million

National Average: $1.8 million

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Fee Structure

Financial advisory fees depend on the services offered. However, fees charged by the company likely consist of the following fee types: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are offered by Causeway Capital Management LLC.

Available

  • Offered by 74% of firms

    Percentage of Assets

    Show Explanation

    This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

  • Offered by 17% of firms

    Performance-based

    Show Explanation

    Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

Unavailable

  • Find one of the 35% of firms that offer this fee type

    Hourly

    Show Explanation

    Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

  • Find one of the 2% of firms that offer this fee type

    Commissions

    Show Explanation

    Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

  • Find one of the 1% of firms that offer this fee type

    Subscription

    Show Explanation

    Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

  • Find one of the 40% of firms that offer this fee type

    Fixed

    Show Explanation

    Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

  • Find one of the 12% of firms that offer this fee type

    Other

    Show Explanation

    Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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Types of Clients

Causeway Capital Management LLC manages money for a number of different clients. Causeway Capital Management LLC caters to investment companies, pooled investment vehicles, pension plans, charitable organizations, state or municipal government entities and sovereign wealth funds. Out of its 121 accounts, Causeway Capital Management LLC's largest client type is pension plans. About 22% of the firm's customers are non-U.S. persons.

  • High-Net-Worth Individuals* - 0%
  • Other Individuals - 0%
  • Corporations - 90.43%
  • Charitable Organizations - 9.57%

* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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Disclosures

Causeway Capital Management LLC does not have any disclosures.

Please visit its Form ADV for more details.

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This content was compiled from the SEC and FINRA