CAUSEWAY MANAGEMENT II, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2019
Total AUM
Accounts
0
Advisory reps
4
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
CAMBRIDGE, Massachusetts
CRD number
301351
Registered since
March 27, 2019

Firm profile

FINTRX

Overview

Causeway Management II, LLC is a privately structured investment manager that operates as a sponsor, general partner and managing member of pooled investment vehicles. The firm registered with the SEC in 2019 and is organized as a limited liability company under individual ownership. Its regulatory profile indicates it is not positioned as a multi-state adviser, a pension consultant, a related adviser, or an active ESG investor. The firm’s activity centers on running pooled private funds rather than delivering traditional advisory services to retail clients. Its classification and disclosures point to a focus on fund-level capital formation and management, with the firm acting in GP and sponsor roles for limited partner vehicles.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • DAVID POLTACK

    Partner & Chief Financial OfficerCRD 6015551

Contacts

3 of 3
  • WYCLIFFE GROUSBECK

    Co-Founder & PartnerCRD 6226910

  • MARK WAN

    Co-Founder & PartnerCRD 6043170

  • ROBERT HIGGINS

    Co-Founder & PartnerCRD 6039251

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

CAMBRIDGE, MA

MIDDLESEX

Location

CAMBRIDGE, MA

Headquartered in CAMBRIDGE, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
MIDDLESEX
Address
44 Brattle St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth