CULLEN CAPITAL MANAGEMENT LLC
7 known aliases resolved via the canonical alias map
Market position · 2024
Plans served12+1 YoYRank #1120 of mapped providers
Assets under administration$501M0.0%Market share · rank #5041
Fees received$263,313Median $16,953/planSum across Schedule C direct + indirect
Net wins YoY+11 won · 0 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 CULLEN CAPITAL MANAGEMENT LLC plan look like?
Service mix · median fees per plan
Count of plans where CULLEN CAPITAL MANAGEMENT LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Investment management fees paid indirectly by planCode 28 | 12 | $16,953 |
Competitor overlap
Percent of CULLEN CAPITAL MANAGEMENT LLC'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 CULLEN CAPITAL MANAGEMENT LLC.
| Sponsor | From | Assets |
|---|---|---|
JACOBS ENGINEERING GROUP, INC.TX · 954081636-004 | COLUMBIA | $187M |
Plans lost in 2024
Appeared last year under CULLEN CAPITAL MANAGEMENT LLC; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
JACOBS ENGINEERING GROUP, INC.TX · 954081636-004 | $187M | 3,656 | $5,156 | 1y | - |
LABORERS AGC PENSION TRUST OF MONTANA BOARD OF TRUSTEESWA · 916068929-001 | $138M | 3,643 | $36,009 | 5y | - |
DICK ANDERSON CONSTRUCTION, INC.MT · 810380463-003 | $42M | 897 | $63,075 | 3y | - |
JERSEY SHORE STATE BANKPA · 240622580-001 | $25M | 127 | $0 | 2y | - |
RIVERSIDE CONTRACTING, INC.MT · 810393633-002 | $22M | 415 | $31,805 | 3y | - |
JACKSON CONTRACTOR GROUP, INC.MT · 810535453-001 | $21M | 502 | $31,129 | 3y | - |
CENTURY COMPANIES, INC.MT · 810359330-001 | $19M | 311 | $27,861 | 3y | - |
UNITED MATERIALS OF GREAT FALLSMT · 810406935-002 | $14M | 212 | $21,157 | 3y | - |
CENTURY COMPANIES, INC.MT · 810359330-002 | $9M | 298 | $12,748 | 3y | - |
UNITED MATERIALS OF GREAT FALLSMT · 810406935-003 | $9M | 233 | $12,610 | 3y | - |
Flag exposure
91.7%Market: 89.2%
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 (7)
Raw Schedule C names collapsed into CULLEN CAPITAL MANAGEMENT LLC.
- CULLEN CAPITAL , LLC
- CULLEN CAPITAL MANAGEMENT LLC
- CULLEN CAPITAL MANAGEMENT, LLC
- CULLEN FINANCIAL GROUP INC
- CULLEN INVESTMENT GROUP
- CULLEN INVESTMENT GROUP LTD
- CULLEN INVESTMENT GROUP, LTD.
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement 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 CULLEN CAPITAL MANAGEMENT LLC'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 | 1 | 8.33% | 1.71% | +6.62 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 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 CULLEN CAPITAL MANAGEMENT LLC. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent