Causeway Capital Management
advisor12 known aliases resolved via the canonical alias map
Market position · 2024
Plans served17+1 YoYRank #1096 of mapped providers
Assets under administration$108.0B0.1%Market share · rank #123
Fees received$5MMedian $116,716/planSum across Schedule C direct + indirect
Net wins YoY+02 won · 2 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical Causeway Capital Management plan look like?
Service mix · median fees per plan
Count of plans where Causeway Capital Management ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other fees; Soft dollars commissions; Investment management fees paid directly by plan; Investment managementCode 28 | 12 | $206,391 | |
Investment management fees paid indirectly by planCode 52 | 3 | $0 | |
Investment management; Investment advisory (plan)Code 27 | 1 | $151,641 | |
Investment management fees paid directly by planCode 51 | 1 | $14,423 |
Competitor overlap
Percent of Causeway Capital Management's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under Causeway Capital Management.
| Sponsor | From | Assets |
|---|---|---|
BOARD OF TRUSTEES LOCAL 580 PENSION FUNDNY · 136178514-001 | JOINT MULTI SERVICES ASSOCIATES LTD | $953M |
BOARD OF TRUSTEES OF STEAMFITTERS LU 420 PENSION PLANPA · 232004424-001 | Foundry Partners LLC | $644M |
Plans lost in 2024
Appeared last year under Causeway Capital Management; not this year.
| Sponsor | To | Assets |
|---|---|---|
JACK IN THE BOX INC.CA · 952698708-001 | Aon | $297M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
JPMORGAN CHASE BANK, NATIONAL ASSOCIATIONNJ · 134994650-002 | $52.9B | 300,272 | $1M | 10y | 2 |
BOARD OF TRUSTEES OF 1199SEIU HEALTH CARE EMPLOYEES PENSION FUNDNY · 133604862-001 | $16.9B | 296,800 | $0 | 8y | - |
JPMORGAN CHASE BANK, NATIONAL ASSOCIATIONNJ · 134994650-001 | $16.1B | 202,919 | $386,965 | 9y | - |
MARS, INCORPORATEDNJ · 221594774-001 | $5.1B | 26,885 | $116,716 | 2y | - |
AMEREN CORPORATIONMO · 431723446-005 | $4.8B | 23,302 | $1M | 10y | - |
DANAHER CORPORATIONDC · 591995548-003 | $1.9B | 21,071 | $783,436 | 10y | - |
ROCKWELL AUTOMATION, INC.WI · 251797617-002 | $1.8B | 14,801 | $289,889 | 10y | - |
BD OF TEES OF ELEVATOR CONSTRUCTORS UNION LOCAL NO. 1 ANNUITY & 401K FNJ · 516124191-001 | $1.7B | 4,276 | $122,892 | 3y | 1 |
SHEET METAL WORKERS PENSION TRUSTCA · 516115939-001 | $1.6B | 12,741 | $59,523 | 6y | - |
BOARD OF TRUSTEES, SHEET METAL WORKERS' PENSION PLANCA · 956052257-001 | $1.4B | 11,552 | $87,889 | 4y | - |
Flag exposure
94.1%Market: 89.1%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (12)
Raw Schedule C names collapsed into Causeway Capital Management.
- BASS & LEMER
- BASS & LEMER LLP
- BASTRIRE EDWARDS
- CAUSEWAY
- CAUSEWAY CAPITAL MANAGEMENT
- CAUSEWAY CAPITAL MANAGEMENT CO
- CAUSEWAY CAPITAL MANAGEMENT LLC
- CAUSEWAY CAPITAL MANAGEMENT, LLC
- CAUSEWAY CAPITAL MGMT
- CAUSEWAY CAPITAL MGMT LLC
- CAUSEWAY INVESTMENT MANAGEMENT
- CAUSWAY CAPITAL
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for Causeway Capital Management's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 2 | 11.76% | 1.71% | +10.05 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 1 | 5.88% | 1.76% | +4.12 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with Causeway Capital Management. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent
Frequent partners by role
Who else shows up on Causeway Capital Management's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| Cleary & Josem LLP | 1 | 5.9% |
| Cleary, Josem & Trigiani LLP | 1 | 5.9% |
| Colleran O'Hara & Mills LLP | 1 | 5.9% |
| Fischer Dorwart PC | 1 | 5.9% |
| Foley & Lardner LLP | 1 | 5.9% |
| FOX ROTHSCHILD LLP | 1 | 5.9% |
| Groom Law Group, Chartered | 1 | 5.9% |
| Ham Langston & Brezina LLP | 1 | 5.9% |
| Hammond & Shinners PC | 1 | 5.9% |
| Izard Kindall & Raabe LLP | 1 | 5.9% |