Causeway Capital Management LLC
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Learn more about Causeway Capital Management LLC
Overview
Causeway Capital Management LLC is an advisory firm headquartered in Los Angeles, California. It oversees $34.9 billion in total assets over 117 client accounts, making it one of the biggest investment advisory firms in the country by assets under management (AUM). Causeway Capital Management LLC has an average-sized team, including 34 financial advisors. Causeway Capital Management LLC is not a registered broker-dealer, signifying that the firm cannot buy and sell securities for its accounts and those of its clients and instead is required to go through a broker-dealer firm to do so. Securities are defined as exchangable financial assets like bonds, equities and options.
Causeway Capital Management LLC manages all of its accounts in a discretionary manner. Discretionary management means that an investment advisor makes buy and sell choices for the client's account without requiring client permission. The company supervises about $298.7 million in assets for each client account. The average financial advisor at Causeway Capital Management LLC administers about three client accounts, placing it among the most personalized financial advisor firms in the country.
The firm's central office is located at 11111 Santa Monica Boulevard, Los Angeles, California 90025. Causeway Capital Management LLC is allowed to serve clients across 51 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Causeway Capital Management LLC by the Numbers
$34.9 billion
100
117
$298.7 million
Fee Structure
Fees for financial management usually are based on the services provided. Fees billed by the company may include some blend of the following fee types: asset-based or performance-based. The company participates in a wrap fee program, in which the firm offers a service bundle for a single fee.
Available
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Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company does business with a broad range of customers. The firm caters to retail investors, investment companies, pooled investment vehicles, pension plans, charitable organizations and state or municipal government entities. Out of its 117 accounts, Causeway Capital Management LLC's biggest client is pension plans. About 13% of the firm's clients are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 14.81%
- Corporations - 75%
- Charitable Organizations - 10.19%
* 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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