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BARROW, HANLEY, MEWHINNEY & STRAUSS, LLC, CRD 105519
DALLAS, TX
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| CORY LAWRENCE MARTIN | n/a | DALLAS, TX | 23 | 30 | n/a | no |
| MARK NMN GIAMBRONE | n/a | DALLAS, TX | 22 | 27 | n/a | no |
| DEBORAH ANN PETRUZZELLI | n/a | DALLAS, TX | 22 | 23 | n/a | no |
| RANDOLPH SYMONDS JR WRIGHTON | Chartered Financial Analyst | DALLAS, TX | 18 | 26 | n/a | no |
| DAVID WILLIAM GANUCHEAU | Chartered Financial Analyst | DALLAS, TX | 15 | 22 | n/a | no |
| TERRY LEE PELZEL | Chartered Financial Analyst | DALLAS, TX | 13 | 16 | n/a | no |
| BRIAN FRANCIS QUINN | Chartered Financial Analyst | DALLAS, TX | 13 | 21 | n/a | no |
| MICHAEL BOLTON NAYFA | Chartered Financial Analyst | DALLAS, TX | 13 | 23 | n/a | no |
| JONATHAN ANDREW TAYLOR | Chartered Financial Analyst | DALLAS, TX | 9 | 16 | 2 | no |
| James Rossi McCormack | Chartered Financial Analyst | DALLAS, TX | 9 | 12 | n/a | no |
| WILLIAM COLEMAN HUBBARD | Chartered Financial Analyst | DALLAS, TX | 9 | 16 | n/a | no |
| David Jason Patton Taylor | Chartered Financial Analyst | DALLAS, TX | 9 | 9 | n/a | no |
| JOHN WALTER BARBER | Chartered Financial Analyst | DALLAS, TX | 9 | 18 | n/a | no |
| SHERRY ZHANG | Chartered Financial Analyst | DALLAS, TX | 9 | 13 | n/a | no |
| SHANNON MICHELE HOGAN | Chartered Financial Analyst | DALLAS, TX | 9 | 12 | n/a | no |
| JUSTIN ALLEN MARTIN | Chartered Financial Analyst | DALLAS, TX | 9 | 22 | n/a | no |
| MATTHEW KYLE ROUTH | Chartered Financial Analyst | DALLAS, TX | 9 | 13 | n/a | no |
| ROSS MONROE CAMPBELL | n/a | DALLAS, TX | 8 | 10 | n/a | no |
| WILLIAM BRADLEY KINKELAAR | n/a | DALLAS, TX | 8 | 25 | n/a | no |
| LUIS PABLO RHI | n/a | DALLAS, TX | 8 | 28 | n/a | no |
| NICHOLAS COMFORT LOSEY | Chartered Financial Analyst | DALLAS, TX | 8 | 23 | n/a | no |
| CHETAN SHAMBHU PAI PANANDIKER | n/a | DALLAS, TX | 8 | 9 | n/a | no |
| DAVID I FEYGENSON | n/a | DALLAS, TX | 5 | 12 | n/a | no |
| Michael Andrew Trahan | Chartered Financial Analyst | DALLAS, TX | 5 | 16 | n/a | no |
| PATRIK WIBOM | n/a | DALLAS, TX | 4 | 10 | n/a | no |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| BARROW HANLEY MEWHINNEY & STRAUSS LARGE CAP VALUE FUND | Other Private Fund | $209M | Feb 25, 2022 | 15 | Mar 30, 2012 | dropped | 021-105484 |
| BARROW HANLEY WORLD EX-US VALUE FUND, LP | Other Private Fund | $133M | Jul 26, 2024 | 1 | Aug 30, 2023 | reported | 021-487060 |
| BARROW HANLEY MEWHINNEY & STRAUSS BANK LOAN FUND | Other Private Fund | $119M | Feb 25, 2022 | 5 | Jun 28, 2018 | dropped | 021-105419 |
| BARROW HANLEY MEWHINNEY & STRAUSS HIGH YIELD FIXED INCOME FUND | Other Private Fund | $103M | Feb 25, 2022 | 16 | Mar 30, 2012 | dropped | 021-105672 |
| BARROW HANLEY NON-US VALUE FUND, LP | Other Private Fund | $63.0M | Jul 26, 2024 | 1 | Mar 28, 2024 | reported | 021-499893 |
| BARROW HANLEY MEWHINNEY & STRAUSS CORE FIXED INCOME FUND | Other Private Fund | $49.0M | Feb 25, 2022 | 13 | Mar 30, 2012 | dropped | 021-105419 |
| BARROW HANLEY MEWHINNEY & STRAUSS DIVERSIFIED LARGE CAP VALUE FUND | Other Private Fund | $19.2M | Feb 25, 2022 | 2 | Mar 30, 2012 | dropped | 021-105677 |
| BARROW HANLEY MEWHINNEY & STRAUSS DIVERSIFIED SMALL CAP VALUE FUND | Other Private Fund | $6.8M | Apr 17, 2012 | 1 | Mar 30, 2012 | dropped | 021-105578 |
| BARROW HANLEY MEWHINNEY & STRAUSS NON-U.S. VALUE FUND | Other Private Fund | $5.6M | Jul 12, 2016 | 4 | Mar 30, 2012 | dropped | 021-105361 |
| BARROW HANLEY MEWHINNEY & STRAUSS CONCENTRATED EMERGING MARKETS FUND | Other Private Fund | $5.5M | Feb 25, 2022 | 5 | Mar 31, 2015 | dropped | 021-236195 |
| BARROW HANLEY MEWHINNEY & STRAUSS GLOBAL VALUE FUND | Other Private Fund | $0 | Nov 8, 2017 | 0 | Mar 30, 2012 | dropped | n/a |
| BARROW HANLEY MEWHINNEY & STRAUSS MID CAP VALUE FUND | Other Private Fund | $0 | Nov 21, 2014 | 0 | Mar 30, 2012 | dropped | n/a |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| ACKELS, HANNAH, MULVEY | CCO, DIRECTOR | Na | yes | 04/2021 | May 28, 2021 | Jul 26, 2024 |
| ADAMS, ROBERT, WILLIAM | MEMBER BOARD OF MANAGERS | Na | yes | 07/2023 | Aug 30, 2023 | Jul 26, 2024 |
| BHMS INVESTMENT HOLDINGS LP | Member | C | yes | 02/2010 | Mar 30, 2012 | Jul 26, 2024 |
| CHENOWETH, PATRICIA, BARRON | COO, EXECUTIVE DIRECTOR, MEMBER BOARD OF MANAGERS | Na | yes | 08/2004 | Mar 30, 2012 | Jul 26, 2024 |
| GIAMBRONE, MARK, NMN | EXECUTIVE DIRECTOR, MEMBER BOARD OF MANAGERS | Na | yes | 08/2020 | Feb 18, 2022 | Jul 26, 2024 |
| Lo Proto, Alan, Jay | MEMBER BOARD OF MANAGERS | Na | yes | 07/2023 | Aug 30, 2023 | Jul 26, 2024 |
| MARTIN, CORY, LAWRENCE | CEO, EXECUTIVE DIRECTOR, MEMBER BOARD OF MANAGERS | Na | yes | 09/2017 | Mar 30, 2017 | Jul 26, 2024 |
| Mosse, Simone, Alison | MEMBER BOARD OF MANAGERS | Na | yes | 11/2020 | Dec 16, 2020 | Jul 26, 2024 |
| PERPETUAL ACQUISITION COMPANY LIMITED | Owner | E | yes | 11/2020 | Dec 16, 2020 | Jul 26, 2024 |
| PERPETUAL LIMITED | Owner | E | yes | 11/2020 | Dec 16, 2020 | Jul 26, 2024 |
| PERPETUAL US HOLDING COMPANY INC | Owner | D | yes | 11/2020 | Dec 16, 2020 | Jul 26, 2024 |
| Sisson, Erin, Layne | CFO, MANAGING DIRECTOR | Na | yes | 06/2022 | Jul 8, 2022 | Jul 26, 2024 |
| SQUIRES, CRAIG | MEMBER BOARD OF MANAGERS | Na | yes | 07/2023 | Aug 30, 2023 | Jul 26, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| BH CREDIT MANAGEMENT LLC | n/a | Asset manager | $1.4B | Y | yes | n/a |
| BARROW HANLEY HOLDING GP LLC | n/a | n/a | n/a | N | yes | n/a |
| PERPETUAL CORPORATE TRUST LIMITED | n/a | n/a | n/a | Y | yes | n/a |
| PERPETUAL INVESTMENT MANAGEMENT LIMITED | n/a | n/a | n/a | N | yes | n/a |
| PERPETUAL US SERVICES, LLC | n/a | Former SEC adviser | n/a | N | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 26, 2026 | $59B | $52B | 94 | 43 | 0 | 5 | n/a |
| 2024 | Mar 27, 2025 | $53B | $48B | 99 | 47 | 0 | 5 | n/a |
| 2023 | Mar 28, 2024 | $50B | $45B | 100 | 46 | 0 | 2 | $196M |
| 2022 | Mar 30, 2023 | $44B | $40B | 99 | 46 | 0 | n/a | n/a |
| 2021 | Feb 18, 2022 | $51B | $45B | 97 | 43 | 0 | 6 | $505M |
| 2020 | Mar 26, 2021 | $48B | $44B | 99 | 48 | 0 | 6 | $466M |
| 2019 | Mar 30, 2020 | $52B | $47B | 96 | 45 | 0 | 6 | $444M |
| 2018 | Mar 29, 2019 | $72B | $68B | 98 | 46 | 0 | 6 | $470M |
| 2017 | Mar 29, 2018 | $92B | $88B | 100 | 46 | 1 | 5 | $282M |
| 2016 | Mar 30, 2017 | $92B | $88B | 94 | 41 | n/a | 6 | $468M |
| 2015 | Mar 30, 2016 | $86B | $82B | 96 | 38 | n/a | 7 | $528M |
| 2014 | Mar 31, 2015 | $100B | $98B | 84 | 33 | n/a | 7 | $678M |
| 2013 | Mar 28, 2014 | $91B | $89B | 79 | 33 | n/a | 7 | $640M |
| 2012 | Apr 2, 2013 | $72B | $71B | 76 | 32 | n/a | 7 | $636M |
| 2011 | Mar 30, 2012 | $65B | $63B | n/a | n/a | n/a | 8 | $643M |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 1 | -1 | 3.7% | 0 | 0 | 0 | 2 | 2 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $59B | $53B | 10.9% | $44B | 10.6% | 94 | 99 | 0 | 0 |