Causeway Capital Management LLC is a large advisory firm based in Los Angeles. It manages $48.68 billion of regulatory assets for 130 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 49 other states.
Causeway Capital Management provides portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Causeway Capital Management LLC is $48.68 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 3794% since the beginning of its operation, and $14.04 billion of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Causeway Capital Management LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to investment companies, charitable organizations, pooled investment vehicles, pension and profit sharing plans, state or municipal government entities, and sovereign wealth funds and foreign official institutions. The largest group of clients of Causeway Capital Management is investment companies with 23 clients and $20.2 billion of assets under management. Among the 11 most similar advisory firms, Causeway Capital Management has the 2nd highest percentage of investment companies out of all clients.
The amount of regulatory assets under management is $48.14 billion for 123 clients. 23% of the firm’s clients are foreign persons or businesses.
Causeway Capital Management also advises several private funds. Namely, seven other private funds. The minimum investment commitment required of non-related persons ranges from $1,000,000 to $50,000,000.
The company employs 83 people that are either part- or full-time employees. 41 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees receive compensation from other entities for client referrals.
The principal office where Causeway Capital Management LLC performs its advisory services is located at 11111 Santa Monica Boulevard, Los Angeles, CA 90025, which is also the mailing address of the firm. An additional office of the firm is in Bryn Mawr, PA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 310-231-6100 or by fax 310-231-6183. The normal business hours are 7:00 am - 4:30 pm on Monday - Friday. You can find more information about the New York firm at causewaycap.com.