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Barrow Hanley Mewhinney & Strauss Inc (Dallas)


Barrow Hanley Mewhinney & Strauss Inc is a large advisory firm based in Dallas. It manages $55.03 billion of regulatory assets for 376 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, California, District of Columbia, and 15 other states.

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Barrow Hanley Mewhinney & Strauss provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Barrow Hanley Mewhinney & Strauss: assets under management

The assets under management (AUM) of Barrow Hanley Mewhinney & Strauss Inc is $55.03 billion. The firm's AUM has grown by 98% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $53.39 billion in discretionary accounts and $1.65 billion in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $142.74 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $822.93 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Barrow Hanley Mewhinney & Strauss Inc for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Barrow Hanley Mewhinney & Strauss Inc

Kevin James Carter has been acting as President since 1 Apr 2001. Bhms Investment Holdings Lp joined the executive team most recently as the Member.

Direct owners and executive officers



Name Entity Date acquired Ownership Employer ID
James Purdy Barrow Pres.secy.treas. 1 Aug 1979 Other 4346520
John Steven Williams Principal 1 Jul 1983 Other 4346562
Joseph Ray Nixon Principal 1 Jun 1984 Other 873258
Richard Albert Englander Principal 1 Apr 1985 Other 843496
United Asset Management Corporation 100% shareholder of affiliate 1 Jan 1988 75% - 100% 04-2714625
Joseph Ray Nixon Principal 1 Jun 1994 Other 873258
Robert James Chambers Principal 1 Aug 1994 Other 4621465
Robert David Barkley Principal 1 Jan 1996 Other 726161
Old Mutual Plc 100% shareholder of united asset management 1 Sep 2000 75% - 100% foreign
Old Mutual Life Assurance Co. (South Africa) Limited 8.71% shareholder of old mutual plc 1 Sep 2000 Other foreign
Old Mutual Life Holding (South Africa) Limited 100% shareholder of old mutual life assurance co. (south africa) limited 1 Sep 2000 75% - 100% foreign
Old Mutual (South Africa) Ltd 100% shareholder of old mutual life holdings (south africa) limited 1 Sep 2000 75% - 100% foreign
Old Mutual (Netherlands) B.V. 100% shareholder of old mutual life holdings (south africa) limited 1 Sep 2000 75% - 100% foreign
Om Group (Uk) Limited 100% shareholder of old mutual (netherlands)b.v. 1 Sep 2000 75% - 100% foreign
Old Mutual Asset Managers (Us) Llc Shareholder 1 Nov 2000 75% - 100% 04-3576876
Kevin James Carter Director 1 Apr 2001 Other 4346296
Old Mutual Asset Managers (Us) Llc Shareholder 1 Apr 2001 75% - 100% pending
Scott Francis Powers Director 1 Oct 2001 Other 1482612
Patricia Barron Andrews Chief compliance officer 1 Aug 2004 Other 1605965
Thomas Moynihan Turpin Director 1 Apr 2008 Other 1888979
Linda Tilton Gibson Member board of managers 1 Jan 2010 Other 1754883
Llc Old Mutual Intermediary (Bhms) Member 1 Jan 2010 75% - 100% 27-1606292
Bhms Investment Holdings Lp Member 1 Feb 2010 Other 27-1605796

Indirect Owners

The SEC currently registers 6 indirect owners.

Name Entity Date acquired Ownership Employer ID
Old Mutual (Us) Holdings Inc. 100% shareholder of old mutual asset managers (us) llc 1 Sep 2000 75% - 100% 04-2714625
Old Mutual (Us) Holdings Inc. Shareholder 1 Nov 2000 75% - 100% 04-2714625
Om Group (Uk) Limited 100% shareholder of old mutual (us) holdings inc. 1 Jan 2003 75% - 100% foreign
Old Mutual Plc 100% shareholder of om group (uk) limited 1 Jan 2003 75% - 100% foreign
Old Mutual (Us) Holdings Inc. 100% shareholder of old mutual intermediary (bhms), llc 1 Jan 2010 75% - 100% 27-1605796
Bhms Investment Gp Llc General partner 1 Jan 2010 Other 27-1605796

Based in Dallas

The principal office where Barrow Hanley Mewhinney & Strauss Inc performs its advisory services is located at 2200 Ross Avenue, 31 St Floor, Dallas, TX 75201 2761, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 214-665-1900 or by fax 214-665-1936. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.uam.com.


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