Causeway Capital Management LLC

RIASEC RegisteredEst. 2001

Total AUM

$62.2B

Discretionary

$62.2B

100% of AUM

Avg account

$110M

Accounts

565

Employees

103

Advisory reps

Firm details

Headquarters: Los Angeles, California
CRD number: 113308
Registered since: June 14, 2001
Website: www.causewaycap.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 Companies50.72%
State / Municipal Government20.35%
Pooled Investment Vehicles11.91%
Pension & Profit Sharing Plans7.83%
Sovereign Wealth Funds4.68%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Causeway Capital Management LLC is an SEC-registered investment adviser (registered in 2001) that serves both individual/family and institutional clients. The firm operates as a limited liability company and is categorized as an “other” fund provider rather than a traditional wirehouse or pure-family office. Its advisory mandate emphasizes portfolio management across a range of client vehicles: individual and small-business accounts, investment companies, pooled investment vehicles, and institutional/business portfolios. Causeway charges fees based on a percentage of assets under management and may also collect performance-based fees. The firm identifies itself as an active ESG investor.