LP Profile

Cullen Investment Group

Also known as cullen

Wealth ManagerLafayette, United StatesFounded 1986
$910M
Assets Under Management
Lafayette
Headquarters
Investment Focus

About Cullen Investment Group

Cullen Investment Group, Ltd. is a Registered Investment Advisor with the SEC located in Lafayette, Louisiana. It was established in 1986 as the city's only locally owned and operated full service brokerage firm. The firm uses a disciplined value approach and builds customized portfolios intended to grow and conserve client wealth. It reports about $910 million in assets under management.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Cullen Investment Group from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$910.0M
Total Clients
1,499
Filing Date
March 24, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
Explore

Explore similar limited partners

Browse more wealth managers and other institutional investors by location and type in the LPbacked limited-partner database.

FAQ

Frequently asked questions

What type of investor is Cullen Investment Group?

Cullen Investment Group is a wealth manager based in Lafayette, United States, managing approximately $910M in assets.

Where is Cullen Investment Group headquartered?

Cullen Investment Group is headquartered in Lafayette, United States.

How much does Cullen Investment Group manage?

Cullen Investment Group manages approximately $910M in assets under management.

When was Cullen Investment Group founded?

Cullen Investment Group was founded in 1986.

How can I contact Cullen Investment Group?

Verified contact details, key decision-makers, and investment preferences for Cullen Investment Group are available on LPbacked. Create a free account to access them.