Barrow Hanley Mewhinney & Strauss is an investment advisor in Dallas with $46.80 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Industry
Former names
Barrow Hanley Mewhinney & Strauss Inc
SEC CIK
IRS number
752403190
SEC advisor number
801-31237
FINRA CRD number
105519
AUM ?
$46.80 bn
(as of 28 Oct 22)
Accounts
254
(as of 28 Oct 22)
Employees
103
(47 investment advisory or research)
Address
Barrow Hanley Mewhinney & Strauss
2200 ROSS AVENUE
31ST FLOOR
DALLAS
TX 75201-2761
2200 ROSS AVENUE
31ST FLOOR
DALLAS
TX 75201-2761
Office hours
Monday - Friday, 8:00 AM - 5:00 PM CST
Phone
2146651900
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Chenoweth, Patricia, Barron | COO, Senior Managing Director, Member Board of Managers | 08/2004 | < 5% |
BHMS Investment Holdings LP | Member | 02/2010 | 10-25% |
Martin, Cory, Lawrence | CEO, Executive Director, Member Board of Managers | 09/2017 | < 5% |
Perpetual Us Holding Company Inc | Owner | 11/2020 | > 75% |
Mosse, Simone, Alison | Member Board of Managers | 11/2020 | < 5% |
Thompson, Charles, Spurgeon | Member Board of Managers | 11/2020 | < 5% |
Lane, David, Andrew | Member Board of Managers | 11/2020 | < 5% |
Green, Christopher, Joseph Kelly | Member Board of Managers | 11/2020 | < 5% |
Perpetual Acquisition Company Limited | Owner | 11/2020 | > 75% |
Perpetual Limited | Owner | 11/2020 | > 75% |
Ackels, Hannah, Mulvey | CCO, Director | 04/2021 | < 5% |
Giambrone, Mark, NMN | Senior Managing Director, Member Board of Managers | 08/2020 | < 5% |
Sisson, Erin, Layne | CFO, Managing Director | 06/2022 | < 5% |
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
13 Aug 24
13F-HR
Quarterly holdings report by institutional manager
13 May 24
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