Executive Director and Chief Operating Officer · Cullen Capital Management, LLC
Stephen J. O'Neil
CRD 7659636 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Cullen Capital Management, LLC, an SEC-registered wealth manager based in New York, NY with $11.6 billion in regulatory assets, lists Stephen J. O'Neil on its Form ADV as Executive Director and Chief Operating Officer, a control person. The SEC filings also name Stephen at 1 other registered adviser.
Firms and roles
- Cullen Capital Management, LLCExecutive Director and Chief Operating OfficerWealth manager · New York, NY · $12B in regulatory assets
- Schafer Cullen Capital Management IncExecutive Director and Chief Operating OfficerAsset manager · New York, NY · $0M in regulatory assets
AtlasMembers
Stephen’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 2 firmsLocked
- Control-person status
- 2 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- James P. CullenOwner, Chairman and CEO, Cullen Capital Management, LLC
- Brooks H. CullenVice Chairman and Executive Director, Cullen Capital Management, LLC
- Aiden J. KellyChief Compliance Officer, Cullen Capital Management, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Stephen’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.