Barrow Hanley Global Investors
Firm details
- Headquarters
- Dallas, Texas
- CRD number
- 105519
- Registered since
- December 31, 1987
- Website
- www.barrowhanley.com
- Custodians
- STATE STREET BANK AND TRUST COMPANY, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, THE BANK OF NEW YORK MELLON
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Investment Companies35.99%
- State / Municipal Government26.76%
- Corporations / Businesses13.46%
- Pension & Profit Sharing Plans13.17%
- Pooled Investment Vehicles4.86%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Barrow Hanley Global Investors is an LLC that has been registered with the SEC since 1987 and serves both individual/family and institutional clients. The firm charges asset-based fees and can collect performance-based fees on certain mandates. Its advisory scope covers portfolio management across individuals, pooled vehicles, investment companies and institutional clients, and it also acts in the selection of other advisers and as sponsor/GP/manager of pooled vehicles. The firm identifies as an active ESG investor and integrates those considerations into its investment approach.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities80%
- Investment Grade Corp Bonds9%
- US Government Bonds4%
- Other4%
- Cash & Cash Equivalents2%
Owners & executives
3 of 3
Cory Martin
CEO, Executive Director, Portfolio ManagerCRD 2737566
Hannah Ackels
Director & Chief Compliance OfficerCRD 5750104
Erin Sisson
Managing Director, Chief Financial OfficerCRD 7593428
Contacts
3 of 26
Nicholas Losey
Managing Director & Portfolio ManagerCRD 4588138
Chetan Pai Panandiker
Managing Director & Portfolio ManagerCRD 5781260
Michael Hirai
Director, Institutional Business DevelopmentCRD 2956912
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 2Active vs passive
$294M in ETFs
100%
$294M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES MSCI WORLD ETF (URTH) | BlackRock | Passive | Global Large Stock Blend | $275M | 1,357,858 | 93.46% |
Location
Dallas, TX
Dallas
Location
Dallas, TX
Headquartered in Dallas, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Dallas
- Address
- 2200 Ross Ave
- Time zone
- CT (UTC-6)
- Office locations
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