Schafer Cullen Capital Management
advisor12 known aliases resolved via the canonical alias map
Market position · 2024
Plans served4-1 YoYRank #3005 of mapped providers
Assets under administration$3.9B0.0%Market share · rank #2161
Fees received$227,094Median $48,905/planSum across Schedule C direct + indirect
Net wins YoY-10 won · 1 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 Schafer Cullen Capital Management plan look like?
Service mix · median fees per plan
Count of plans where Schafer Cullen Capital Management ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Direct payment from the planCode 28 | 3 | $34,257 | |
Investment advisory (plan)Code 27 | 1 | $124,141 |
Competitor overlap
Percent of Schafer Cullen 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 Schafer Cullen Capital Management.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under Schafer Cullen Capital Management; not this year.
| Sponsor | To | Assets |
|---|---|---|
JACOBS ENGINEERING GROUP, INC.TX · 954081636-004 | Cullen Capital Management LLC | $200M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
HIGHMARK HEALTHPA · 453674900-333 | $3.1B | 34,883 | $63,552 | 5y | - |
GMP & EMPLOYERS PENSION PLANOH · 310947939-001 | $566M | 12,939 | $124,141 | 2y | - |
CUSA ACQUISITION LLCNY · 461382783-001 | $157M | 2,260 | $5,144 | 3y | - |
UNITED STEEL, PAPER AND FORESTRY, RUBBER, MANUFACTURING, ENERGY, ALLIEPA · 250818080-011 | $48M | 87 | $34,257 | 4y | - |
Flag exposure
100.0%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 Schafer Cullen Capital Management.
- HOTCHKIS AND WILEY CAPITAL MANAGEME
- ML SCHAFER CULLENT
- SCHAEFER CULLEN CAPITAL MANAGEMENT
- SCHAEFER CULLEN CAPITAL MANAGEMNT
- SCHAFER CULLEN
- SCHAFER CULLEN CAPITAL MANAGEMENT
- SCHAFER CULLEN CAPITAL MANAGEMENT,
- SCHAFER CULLEN CAPITAL MGMT
- SCHAFER CULLEN CAPITAL MGMT, INC
- SCHAFER CULLEN CAPITAL MGMT., INC.
- SCHAFER CULLEN HIGH DEV
- SHAFFER CULLEN
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 Schafer Cullen 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 | 0 | 0.00% | 1.71% | -1.71 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 Schafer Cullen 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 Schafer Cullen 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 |
|---|---|---|
| Reed Smith LLP | 1 | 25.0% |
| Sebaly, Shillito & Dyer | 1 | 25.0% |