Cullen Investment Group, Ltd.
● SEC registered since 2002CRD 18266SEC# 801-61265Lafayette, LA
Reg. AUM
$910M
Employees
11
Accounts
1,499
Location
Lafayette, LA
Cullen Investment Group, Ltd. assets under management
Cullen Investment Group, Ltd. operates as an SEC-registered investment adviser based in Lafayette, LA. The firm has been registered since 2002. It reports $910 million in regulatory assets under management and employs 11 people.
Cullen Investment Group, Ltd. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Cullen Bordes Control | President, And Chief Compliance Officer | 50-75% | 1986 |
| Stephen Lloyd Nickel | Vice President | 25-50% | 2017 |
Frequently asked questions
How much does Cullen Investment Group, Ltd. manage?
Cullen Investment Group, Ltd. reports $910 million in regulatory assets under management on its Form ADV.
How many employees does Cullen Investment Group, Ltd. have?
Cullen Investment Group, Ltd. reports 11 employees.
Where is Cullen Investment Group, Ltd. located?
Cullen Investment Group, Ltd. is based in Lafayette, LA and has been SEC-registered since 2002.
Does Cullen Investment Group, Ltd. disclose fund performance?
Cullen Investment Group, Ltd. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1404 S. College Rd., Lafayette, LA 70503 |
| Phone | 337-237-8000 |
| Fax | 3372378057 |
| Office hours | 8:00 a.m.-5:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| CIK | 797203 |
| Discloses disciplinary history | No |
Regulatory AUM
$910M▲ 14%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 35%
Larger than 65% of 16,271 advisers
EmployeesTop 38%
More than 62% of 16,825 advisers
Assets under management
$910Mregulatory AUM
Discretionary $910M