DFX Intelligence

Allocator Intelligence

Causeway Capital Management LLC

unclassified· CA
unclassified

35 more Schedule C rows

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

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
Not disclosed
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
Not disclosed
Item 5.F

Advisory clients

1 allocator

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

+35 more Schedule C rows

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

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