DFX Intelligence

Allocator Intelligence

The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.

unclassified

Causeway Capital Management LLC

unclassifiedCA
Advisory clients on the tape
1
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
n/a
Item 5.D
ADV institutional RAUM
n/a
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
n/a
Item 5.F
Advisory clients
1 allocators
Schedule C rows
38 rows, $10.4M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Ameren Retirement Plan202428 51 68 99NONE$1.2M
Danaher Corporation & Subsidiaries Pension Plan202428 51NONE$783,436
Jpmorgan Chase Retirement Plan202428 51 52 68NONE$386,965
Construction Laborers Pension Trust of Greater St.202428 51NONE$383,755
Rockwell Automation Pension Plan202428 56 58NONE$289,889
Steamfitters Local Union No. 420 Pension Plan202427 28NONE$151,641
Local 580 Pension Fund202428 51NONE$104,061
Sheet Metal Workers Pension Plan of Northern California202428 51NONE$59,523
U. S. Retirement Plan202428 56 68NONE
Sheet Metal Workers Local No. 292 Pension Fund202428 52NONE
1199seiu Health Care Employees Pension Fund202452NONE
1199seiu Home Care Employees Pension Fund202452NONE
Ameren Retirement Plan202328 51 68 99NONE$1.1M
Danaher Corporation & Subsidiaries Pension Plan202328 51NONE$720,004
Jpmorgan Chase Retirement Plan202328 51 52 68NONE$370,321
Sheet Metal Workers Pension Plan of Northern California202328 51NONE$349,173
Construction Laborers Pension Trust of Greater St.202328 51NONE$333,738
Rockwell Automation Pension Plan202328 56 58NONE$318,050
Jack in the Box Inc. Retirement Plan202328INVESTMENT MGMT$98,638
Sheet Metal Workers Local No. 292 Pension Fund202328 52NONE
1199seiu Home Care Employees Pension Fund202352NONE
1199seiu Greater New York Pension Fund202352NONE
U. S. Retirement Plan202352 56 68NONE
Retirement Plan for Non Legal Employees of Stb LLP202351 68INVESTMENT MANAGER
1199seiu Health Care Employees Pension Fund202352NONE
Ameren Retirement Plan202228 51 68 99NONE$1.2M
Danaher Corporation & Subsidiaries Pension Plan202228 51NONE$677,084
Rockwell Automation Pension Plan202228 56 58NONE$497,253
Jpmorgan Chase Retirement Plan202228 51 52 68NONE$315,367
Construction Laborers Pension Trust of Greater St.202228 51NONE$304,378
Oncor Retirement Plan202228 51INV MGMT$244,208
Jack in the Box Inc. Retirement Plan202228INVESTMENT MGMT$240,492
Sheet Metal Workers Pension Plan of Northern California202228 51NONE$193,634
1199seiu Greater New York Pension Fund202252NONE
Sheet Metal Workers Local No. 292 Pension Fund202228 52NONE
Cash Balance Plan for Partners & Sr. Staff of Stb LLP202251INVESTMENT MANAGER
Retirement Plan for Non Legal Employees of Stb LLP202251 68INVESTMENT MANAGER
1199seiu Home Care Employees Pension Fund202252NONE
What changed
  • Dec 31, 2024Manager relationship endedinferenceJack in the Box Inc. Retirement Plan
    Causeway Capital Management LLC no longer appears on Jack in the Box Inc. Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Causeway Capital Management LLCaskebsa.dol.gov
  • Dec 31, 2024Manager relationship startedU. S. Retirement Plan
    Causeway Capital Management LLC appears on U. S. Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Causeway Capital Management LLCaskebsa.dol.gov
  • Dec 31, 2024Manager relationship startedLocal 580 Pension Fund
    Causeway Capital Management LLC appears on Local 580 Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)
    with Causeway Capital Management LLCaskebsa.dol.gov
  • Dec 31, 2024Manager relationship startedSteamfitters Local Union No. 420 Pension Plan
    Causeway Capital Management LLC appears on Steamfitters Local Union No. 420 Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Causeway Capital Management LLCaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinferenceOncor Retirement Plan
    Causeway Capital Mgmt no longer appears on Oncor Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Causeway Capital Management LLCaskebsa.dol.gov