Cullen, Patterson Capital Management, LLC is a large advisory firm based in Los Angeles. It manages $121.7 million of regulatory assets for 6 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdiction of California.
Cullen, Patterson Capital Management provides portfolio management for individuals and small businesses and asset allocation consulting. 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 Cullen, Patterson Capital Management, LLC is $121.7 million. The firm's AUM has gone down by -19% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Cullen, Patterson Capital Management, LLC for their services and products based on a percentage of assets under management and fixed 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 charitable organizations and high net worth individuals. The largest group of clients of Cullen, Patterson Capital Management is charitable organizations with 2 clients and $116.5 million of assets under management. Among the 9 most similar advisory firms, Cullen, Patterson Capital Management has the highest percentage of charitable organizations out of all clients.
The amount of regulatory assets under management is $121.7 million for 6 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Cullen, Patterson Capital Management doesn't advise any private funds.
The company employs 2 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative 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 doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Cullen, Patterson Capital Management, LLC performs its advisory services is located at 3487 Wonder View Place, Los Angeles, CA 90068, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 323 851 7308 or by fax 323 851 7308. The normal business hours are 9am - 4pm on Monday - Friday. You can find more information about the New York firm at cpcm-llc.com.