DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Barrow Hanley Global Investors
Legal name Barrow, Hanley, Mewhinney & Strauss, LLC
Latest filing Mar 26, 2026
First filing on the tape Mar 30, 2012 · 34 filings
SEC status approved since Dec 31, 1987
RAUM
$59B
reported, Item 5.F
Discretionary
89%
of RAUM
Private clients
0.0%
$6.3M individuals and HNW
Advisors
27
registered through the firm on IAPD
RAUM per advisor
$2.2B
derived; firm RAUM over IAPD count
Employees
94
43 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
5
reported on Schedule D
History
34 filings and snapshots on the tape
RAUM$59B as of Mar 26, 2026
Mar 30, 2012$65B then
HNW client RAUM$6.3M as of Mar 26, 2026
Mar 29, 2018$0 then
State-registered IARs (5.B.3)27 as of Mar 26, 2026
Mar 30, 20120 then
Employees (5.A)94 as of Mar 26, 2026
Apr 2, 201376 then
Private funds5 as of Mar 26, 2026
Mar 30, 20128 then
RAUM +11% over the last fiscal year+11% a year over threeIARs 29 to 27
Practice profile
derived from the filing of Mar 26, 2026; every figure names its basis
- RAUM per advisor
- $2.2BderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 0derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $1.6MderivedHNW RAUM over HNW clients
- Average account
- $217MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 89%derivedof RAUM
- Institutional
- 43%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 3.5derivedItem 5.A over advisors
- Advisors per office
- 27.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +11%derivedbetween the last two annual amendments
- Advisor growth, one year
- -6.9%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +0.0%derived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for pooled vehicles, portfolio management for investment companies, selection of other advisersreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- has discretionary authority over which securities are bought or sold (8.C.1)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- an independent public accountant performs a surprise examination (9.C.1)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Investment companies$21B36%
- State and municipal entities$16B27%
- Corporations and businesses$7.9B13%
- Pension and profit-sharing plans$7.8B13%
- Pooled investment vehicles$2.9B4.9%
- Charitable organizations$1.6B2.8%
- Other investment advisers$1.4B2.3%
- Insurance companies$391M0.7%
- High-net-worth individuals$6.3M0.0%
- Individual clients
- 0reported
- HNW clients
- 4reported
- Pension plan clients
- 41reported
- Charitable clients
- 27reported
- Accounts
- 272reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.43 institutional_share=0.43 related_bd=false related_bank=false bd_reps=6.0derived
Advisors registered through the firm
27 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Cory Lawrence Martin | Dallas, Tx | Jan 7, 2003 | 30 y | 0 |
| Mark Nmn Giambrone | Dallas, Tx | Oct 29, 2003 | 27 y | 0 |
| Deborah Ann Petruzzelli | Dallas, Tx | Aug 13, 2004 | 23 y | 0 |
| Randolph Symonds Jr WrightonChartered Financial Analyst | Dallas, Tx | Dec 6, 2007 | 26 y | 0 |
| David William GanucheauChartered Financial Analyst | Dallas, Tx | Jun 7, 2011 | 22 y | 0 |
| Terry Lee PelzelChartered Financial Analyst | Dallas, Tx | Nov 6, 2012 | 16 y | 0 |
| Brian Francis QuinnChartered Financial Analyst | Dallas, Tx | Nov 6, 2012 | 21 y | 0 |
| Michael Bolton NayfaChartered Financial Analyst | Dallas, Tx | Nov 8, 2012 | 23 y | 0 |
| Jonathan Andrew TaylorChartered Financial Analyst | Dallas, Tx | Nov 15, 2016 | 16 y | 2 |
| James Rossi MccormackChartered Financial Analyst | Dallas, Tx | Nov 28, 2016 | 12 y | 0 |
| William Coleman HubbardChartered Financial Analyst | Dallas, Tx | Jul 18, 2017 | 16 y | 0 |
| David Jason Patton TaylorChartered Financial Analyst | Dallas, Tx | Aug 17, 2017 | 9 y | 0 |
| Sherry ZhangChartered Financial Analyst | Dallas, Tx | Aug 21, 2017 | 13 y | 0 |
| John Walter BarberChartered Financial Analyst | Dallas, Tx | Aug 21, 2017 | 18 y | 0 |
| Shannon Michele HoganChartered Financial Analyst | Dallas, Tx | Aug 30, 2017 | 12 y | 0 |
| Justin Allen MartinChartered Financial Analyst | Dallas, Tx | Aug 30, 2017 | 22 y | 0 |
| Matthew Kyle RouthChartered Financial Analyst | Dallas, Tx | Aug 30, 2017 | 13 y | 0 |
| Ross Monroe Campbell | Dallas, Tx | Jan 3, 2018 | 10 y | 0 |
| William Bradley Kinkelaar | Dallas, Tx | Feb 5, 2018 | 25 y | 0 |
| Luis Pablo Rhi | Dallas, Tx | Feb 28, 2018 | 28 y | 0 |
| Nicholas Comfort LoseyChartered Financial Analyst | Dallas, Tx | May 2, 2018 | 23 y | 0 |
| Chetan Shambhu Pai Panandiker | Dallas, Tx | May 12, 2018 | 9 y | 0 |
| David I Feygenson | Dallas, Tx | Dec 7, 2020 | 12 y | 0 |
| Michael Andrew TrahanChartered Financial Analyst | Dallas, Tx | Aug 16, 2021 | 16 y | 0 |
| Patrik Wibom | Dallas, Tx | Mar 4, 2022 | 10 y | 0 |
| Michael Katsumi Hirai | Dallas, Tx | Dec 5, 2023 | 22 y | 2 |
| Grant Lampton TaberChartered Financial Analyst | Dallas, Tx | Sep 10, 2024 | 24 y | 0 |
Advisor movement
1 left, 0 joined in 12 months
net -1 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 3.7% of current headcount2 left over 36 months
Left, latest
- Pranay G Laharia to Beacon Ridge Advisors LLCFeb 2, 2026 · Other
- Andrew Thomas Greenawalt to MML Investors Services, LLCOct 4, 2024 · Other
- Thaddeus James Carter to The London Company Of VirginiaMay 25, 2023 · Other
- Joshua David Ayers to Reb Capital Management, LLCMay 1, 2019 · Other
- Charles Frederick Radtke to Alta Capital Management LLCOct 25, 2018 · Other
Joined, latest
- Michael Katsumi Hirai from Bishop Street Capital ManagementDec 5, 2023 · Other
- Andrew Thomas Greenawalt from PgiaOct 10, 2023 · Other
- Jonathan Andrew Taylor from Summit Advisor SolutionsNov 15, 2016 · Other
Private funds
12 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Barrow Hanley Mewhinney & Strauss Large Cap Value Fundno longer reported | Other Private Fund | $209M | 15 | Mar 30, 2012 |
| Barrow Hanley World Ex-US Value Fund, LP | Other Private Fund | $133M | 1 | Aug 30, 2023 |
| Barrow Hanley Mewhinney & Strauss Bank Loan Fundno longer reported | Other Private Fund | $119M | 5 | Jun 28, 2018 |
| Barrow Hanley Mewhinney & Strauss High Yield Fixed Income Fundno longer reported | Other Private Fund | $103M | 16 | Mar 30, 2012 |
| Barrow Hanley Non-US Value Fund, LP | Other Private Fund | $63.0M | 1 | Mar 28, 2024 |
| Barrow Hanley Mewhinney & Strauss Core Fixed Income Fundno longer reported | Other Private Fund | $49.0M | 13 | Mar 30, 2012 |
| Barrow Hanley Mewhinney & Strauss Diversified Large Cap Value Fundno longer reported | Other Private Fund | $19.2M | 2 | Mar 30, 2012 |
| Barrow Hanley Mewhinney & Strauss Diversified Small Cap Value Fundno longer reported | Other Private Fund | $6.8M | 1 | Mar 30, 2012 |
| Barrow Hanley Mewhinney & Strauss Non-U.S. Value Fundno longer reported | Other Private Fund | $5.6M | 4 | Mar 30, 2012 |
| Barrow Hanley Mewhinney & Strauss Concentrated Emerging Markets Fundno longer reported | Other Private Fund | $5.5M | 5 | Mar 31, 2015 |
| Barrow Hanley Mewhinney & Strauss Mid Cap Value Fundno longer reported | Other Private Fund | $0 | 0 | Mar 30, 2012 |
| Barrow Hanley Mewhinney & Strauss Global Value Fundno longer reported | Other Private Fund | $0 | 0 | Mar 30, 2012 |
Owners and control persons
Schedule A and B, latest filing
- Mulvey Hannah Ackels · Cco, Directorcontrolsince 04/2021 · owns less than 5%
- William Robert Adams · Member Board Of Managerscontrolsince 07/2023 · owns less than 5%
- Barron Patricia Chenoweth · Coo, Executive Director, Member Board Of Managerscontrolsince 08/2004 · owns less than 5%
- Nmn Mark Giambrone · Executive Director, Member Board Of Managerscontrolsince 08/2020 · owns less than 5%
- Jay Alan Lo Proto · Member Board Of Managerscontrolsince 07/2023 · owns less than 5%
- Lawrence Cory Martin · Ceo, Executive Director, Member Board Of Managerscontrolsince 09/2017 · owns less than 5%
- Alison Simone Mosse · Member Board Of Managerscontrolsince 11/2020 · owns less than 5%
- Layne Erin Sisson · Cfo, Managing Directorcontrolsince 06/2022 · owns less than 5%
- Craig Squires · Member Board Of Managerscontrolsince 07/2023 · owns less than 5%
Entity owners
- Bhms Investment Holdings LP · Memberdirect · owns 25% to 50%
- Perpetual US Holding Company Inc · Ownerdirect · owns 50% to 75%
- Perpetual Acquisition Company Limited · Ownerindirect · owns 75% or more of Perpetual US Holding Company Inc
- Perpetual Limited · Ownerindirect · owns 75% or more of Perpetual Acquisition Company Limited
Related persons
Schedule D 7.A
- Barrow Hanley Holding Gp LLCpooled vehicle sponsorn
- Bh Credit Management LLCinvestment adviseryRAUM $1.4B
- Perpetual Corporate Trust Limitedy
- Perpetual Investment Management Limitedinvestment advisern
- Pgiainvestment advisern
Advisers that list Barrow Hanley Global Investors as a related person
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Dallas, Tx · principal | 27 | 0 | 1 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 276 to 272Mar 27, 2025 to Mar 26, 2026
- Advisory employees · 47 to 43Mar 27, 2025 to Mar 26, 2026
- BD registered reps · 5 to 6Mar 27, 2025 to Mar 26, 2026
- Corporate clients · 19 to 18Mar 27, 2025 to Mar 26, 2026
- Pension plan clients · 42 to 41Mar 27, 2025 to Mar 26, 2026
- Pooled vehicle clients · 9 to 7Mar 27, 2025 to Mar 26, 2026
- Employees · 99 to 94Mar 27, 2025 to Mar 26, 2026
- State-registered IARs · 29 to 27Mar 27, 2025 to Mar 26, 2026
- Discretionary RAUM · $48B to $52BMar 27, 2025 to Mar 26, 2026
- HNW RAUM · $5.6M to $6.3MMar 27, 2025 to Mar 26, 2026
- Non-discretionary RAUM · $5.5B to $6.6BMar 27, 2025 to Mar 26, 2026
- Pension RAUM · $7.8B to $7.8BMar 27, 2025 to Mar 26, 2026
- Pooled vehicle RAUM · $3.0B to $2.9BMar 27, 2025 to Mar 26, 2026
- RAUM · $53B to $59BMar 27, 2025 to Mar 26, 2026
- Employees · 100 to 99Jan 8, 2025 to Mar 27, 2025
- Accounts · 268 to 276Jan 8, 2025 to Mar 27, 2025
- Advisory employees · 46 to 47Jan 8, 2025 to Mar 27, 2025
- BD registered reps · 4 to 5Jan 8, 2025 to Mar 27, 2025
- Charity clients · 24 to 27Jan 8, 2025 to Mar 27, 2025
- HNW clients · 0 to 4Jan 8, 2025 to Mar 27, 2025
- Individual clients · 7 to 0Jan 8, 2025 to Mar 27, 2025
- Pooled vehicle clients · 7 to 9Jan 8, 2025 to Mar 27, 2025
- Financial planning clients · 0 to 0Jan 8, 2025 to Mar 27, 2025
- State-registered IARs · 30 to 29Jan 8, 2025 to Mar 27, 2025
- Private funds · 2 to 5Jan 8, 2025 to Mar 27, 2025
- Discretionary RAUM · $45B to $48BJan 8, 2025 to Mar 27, 2025
- HNW RAUM · $0 to $5.6MJan 8, 2025 to Mar 27, 2025
- Individual RAUM · $1.0B to $0Jan 8, 2025 to Mar 27, 2025
- Non-discretionary RAUM · $4.6B to $5.5BJan 8, 2025 to Mar 27, 2025
- Pension RAUM · $8.1B to $7.8BJan 8, 2025 to Mar 27, 2025
- Pooled vehicle RAUM · $2.7B to $3.0BJan 8, 2025 to Mar 27, 2025
- RAUM · $50B to $53BJan 8, 2025 to Mar 27, 2025
- Accounts · 255 to 268Aug 30, 2023 to Mar 28, 2024
- Advisory employees · 48 to 46Aug 30, 2023 to Mar 28, 2024
- BD registered reps · 0 to 4Aug 30, 2023 to Mar 28, 2024
- Corporate clients · 17 to 19Aug 30, 2023 to Mar 28, 2024
- Pension plan clients · 43 to 42Aug 30, 2023 to Mar 28, 2024
- Pooled vehicle clients · 5 to 7Aug 30, 2023 to Mar 28, 2024
- Employees · 101 to 100Aug 30, 2023 to Mar 28, 2024
- State-registered IARs · 31 to 30Aug 30, 2023 to Mar 28, 2024
Signals
27 dated events
- Pranay G Laharia left Barrow Hanley Global Investors for Beacon Ridge Advisors Llc (registered 2026-04-06)Feb 2, 2026 · Advisor changed firm · fact
- Andrew Thomas Greenawalt left Barrow Hanley Global Investors for Mml Investors Services, Llc (registered 2024-09-11)Oct 4, 2024 · Advisor changed firm · fact
- Jay Alan Lo Proto (Member Board Of Managers) appeared on Schedule A of Barrow Hanley Global InvestorsAug 30, 2023 · Control person joined · fact
- Craig Squires (Member Board Of Managers) appeared on Schedule A of Barrow Hanley Global InvestorsAug 30, 2023 · Control person joined · fact
- William Robert Adams (Member Board Of Managers) appeared on Schedule A of Barrow Hanley Global InvestorsAug 30, 2023 · Control person joined · fact
- Andrew David Lane (Member Board Of Managers) no longer on Schedule A of Barrow Hanley Global Investors (listed 2023-03-30, absent 2023-08-30)Aug 30, 2023 · Control person left · inference
- Thaddeus James Carter left Barrow Hanley Global Investors for The London Company Of Virginia (registered 2023-06-23)May 25, 2023 · Advisor changed firm · fact
- Spurgeon Charles Thompson (Member Board Of Managers) no longer on Schedule A of Barrow Hanley Global Investors (listed 2022-10-28, absent 2023-03-30)Mar 30, 2023 · Control person left · inference
- Joseph Kelly Christopher Green (Member Board Of Managers) no longer on Schedule A of Barrow Hanley Global Investors (listed 2022-10-28, absent 2023-03-30)Mar 30, 2023 · Control person left · inference
- Layne Erin Sisson (Cfo, Managing Director) appeared on Schedule A of Barrow Hanley Global InvestorsJul 8, 2022 · Control person joined · fact
- Mark Giambrone (Senior Managing Director, Member Board Of Managers) appeared on Schedule A of Barrow Hanley Global InvestorsFeb 18, 2022 · Control person joined · fact
- Purdy James Barrow (Founding Director) no longer on Schedule A of Barrow Hanley Global Investors (listed 2021-05-28, absent 2022-02-18)Feb 18, 2022 · Control person left · inference
- Mulvey Hannah Ackels (Cco, Director) appeared on Schedule A of Barrow Hanley Global InvestorsMay 28, 2021 · Control person joined · fact
- Spurgeon Charles Thompson (Member Board Of Managers) appeared on Schedule A of Barrow Hanley Global InvestorsDec 16, 2020 · Control person joined · fact
- Andrew David Lane (Member Board Of Managers) appeared on Schedule A of Barrow Hanley Global InvestorsDec 16, 2020 · Control person joined · fact
- Joseph Kelly Christopher Green (Member Board Of Managers) appeared on Schedule A of Barrow Hanley Global InvestorsDec 16, 2020 · Control person joined · fact
- Alison Simone Mosse (Member Board Of Managers) appeared on Schedule A of Barrow Hanley Global InvestorsDec 16, 2020 · Control person joined · fact
- Noah Elie Sugarman (Member Board Of Managers) no longer on Schedule A of Barrow Hanley Global Investors (listed 2020-06-26, absent 2020-12-16)Dec 16, 2020 · Control person left · inference
- Singh Surender Rana (Member Board Of Managers) no longer on Schedule A of Barrow Hanley Global Investors (listed 2020-06-26, absent 2020-12-16)Dec 16, 2020 · Control person left · inference
- No Middle Name Guang Yang (Member Board Of Managers) no longer on Schedule A of Barrow Hanley Global Investors (listed 2020-03-30, absent 2020-04-22)Apr 22, 2020 · Control person left · inference
- Singh Surender Rana (Member Board Of Managers) appeared on Schedule A of Barrow Hanley Global InvestorsApr 22, 2020 · Control person joined · fact
- Barrow Hanley Global Investors reported RAUM $51.7B, down 32% from $76.5B (2019-07-30 to 2020-03-30)Mar 30, 2020 · RAUM change · derived
- Noah Elie Sugarman (Member Board Of Managers) appeared on Schedule A of Barrow Hanley Global InvestorsMar 30, 2020 · Control person joined · fact
- Kelly Meghan Driscoll (Member Board Of Managers) no longer on Schedule A of Barrow Hanley Global Investors (listed 2019-07-30, absent 2020-03-30)Mar 30, 2020 · Control person left · inference
- Ray Joseph Nixon (Executive Director, Member Board Of Managers) no longer on Schedule A of Barrow Hanley Global Investors (listed 2019-03-29, absent 2019-07-30)Jul 30, 2019 · Control person left · inference
- No Middle Name Guang Yang (Member Board Of Managers) appeared on Schedule A of Barrow Hanley Global InvestorsMar 29, 2019 · Control person joined · fact
- John Aidan Riordan (Member Board Of Managers) no longer on Schedule A of Barrow Hanley Global Investors (listed 2018-06-28, absent 2019-03-29)Mar 29, 2019 · Control person left · inference
Across DFX
shared identifiers only, never a name match
- Barrow Hanley Global Investors · Independent Sponsorsshared crd · capital_provider
- Barrow Hanley Global Investors · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- LINKEDIN.COM/COMPANY/BHMSreportedpublic record, Form ADV, Sep 17, 2026
- Website
- BARROWHANLEY.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 214-665-1900reportedpublic record, Form ADV, Mar 26, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Other adviserderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $2.2Bderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026