{
  "crd_number": 105519,
  "slug": "barrow-hanley-global-investors-dallas-tx-105519",
  "primary_business_name": "BARROW HANLEY GLOBAL INVESTORS",
  "legal_name": "BARROW, HANLEY, MEWHINNEY & STRAUSS, LLC",
  "dbas": [
    "BARROW HANLEY  GLOBAL INVESTORS"
  ],
  "city": "Dallas",
  "state": "TX",
  "country": "United States",
  "cbsa_code": "19100",
  "metro": {
    "cbsa_code": "19100",
    "common_name": "Dallas",
    "msa_name": "Dallas-Fort Worth-Arlington, TX",
    "path": "/advisors/tx/dallas"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1987-12-31",
  "years_registered": 38,
  "period": "2026-10-01",
  "filing_date": "2026-03-26",
  "carried_forward": false,
  "raum_total": 59035569287.0,
  "raum_discretionary": 52398497098.0,
  "raum_non_discretionary": 6637072189.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 94,
  "advisory_employees": 43,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 1634677459.0,
      "count": 27
    },
    "individuals": {
      "raum": 0.0,
      "count": 0
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 15795119469.0,
      "count": 36
    },
    "insurance_companies": {
      "raum": 391391141.0,
      "count": 2,
      "fewer_than_5": true
    },
    "investment_companies": {
      "raum": 21247843672.0,
      "count": 18
    },
    "pension_profit_sharing": {
      "raum": 7776029521.0,
      "count": 41
    },
    "other_investment_advisers": {
      "raum": 1367587592.0,
      "count": 1,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 6320681.0,
      "count": 4,
      "fewer_than_5": true
    },
    "pooled_investment_vehicles": {
      "raum": 2871451580.0,
      "count": 7
    },
    "corporations_other_businesses": {
      "raum": 7945148172.0,
      "count": 18
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_investment_companies",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AK",
    "AL",
    "CA",
    "CT",
    "DC",
    "FL",
    "GA",
    "HI",
    "IL",
    "IN",
    "LA",
    "MA",
    "MD",
    "MI",
    "MN",
    "MO",
    "NC",
    "NJ",
    "NM",
    "NV",
    "NY",
    "OH",
    "OK",
    "PA",
    "TN",
    "TX"
  ],
  "websites": [
    "https://barrowhanley.com",
    "https://linkedin.com/COMPANY/BHMS"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/105519",
  "city_as_filed": "DALLAS",
  "url": "https://advisorcensus.com/firm/barrow-hanley-global-investors-dallas-tx-105519",
  "display_name": "Barrow Hanley Global Investors",
  "summary": "Barrow Hanley Global Investors is an SEC-registered investment advisory firm in Dallas, TX, registered since 1987, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated March 26, 2026.",
  "citation": "AdvisorCensus. Barrow Hanley Global Investors (CRD 105519): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for investment companies (and business development companies)",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Barrow Hanley Global Investors compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Barrow Hanley Global Investors reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Barrow Hanley Global Investors located?",
      "a": "Barrow Hanley Global Investors' principal office is in Dallas, TX, according to its Form ADV."
    },
    {
      "q": "Is Barrow Hanley Global Investors registered with the SEC or a state?",
      "a": "Barrow Hanley Global Investors is an SEC-registered investment advisory firm, registered since 1987. Status as filed: Approved. CRD 105519."
    },
    {
      "q": "How much does Barrow Hanley Global Investors manage?",
      "a": "Barrow Hanley Global Investors reports $59,035,569,287 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (89% discretionary)."
    },
    {
      "q": "How have Barrow Hanley Global Investors' assets and staff changed since 2021?",
      "a": "In the Form ADV data for Barrow Hanley Global Investors: Regulatory assets under management: $50,322,773,725 in the October 2021 data and $59,035,569,287 in the October 2026 data, up 17%. Total employees: 100 in October 2021 and 94 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Barrow Hanley Global Investors serve?",
      "a": "By number of clients on Form ADV Item 5.D: pension and profit sharing plans (but not the plan participants or government pension plans) (41); state or municipal government entities (including government pension plans) (36); charitable organizations (27)."
    },
    {
      "q": "Which custodians does Barrow Hanley Global Investors use?",
      "a": "Barrow Hanley Global Investors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists BNY Mellon Securities Corporation, Northern Trust Securities, Inc. and State Street Global Markets, LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Barrow Hanley Global Investors report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/105519"
    },
    {
      "q": "What changed in Barrow Hanley Global Investors' recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 47 to 43. Regulatory assets under management went from $53,255,290,889 to $59,035,569,287 (+11%). Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 50322773725.0,
      "total_employees": 100,
      "filing_date": "2021-05-28"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 46802100313.0,
      "total_employees": 103,
      "filing_date": "2022-07-08"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 46054770603.0,
      "total_employees": 101,
      "filing_date": "2023-08-30"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 49869329873.0,
      "total_employees": 100,
      "filing_date": "2024-07-26"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 53255290889.0,
      "total_employees": 99,
      "filing_date": "2025-03-27"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 59035569287.0,
      "total_employees": 94,
      "filing_date": "2026-03-26"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 47 to 43.",
        "Regulatory assets under management went from $53,255,290,889 to $59,035,569,287 (+11%).",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "BNY Mellon Securities Corporation",
      "name_as_filed": "BNY MELLON SECURITIES CORPORATION",
      "affiliated": false
    },
    {
      "name": "Northern Trust Securities, Inc.",
      "name_as_filed": "NORTHERN TRUST SECURITIES, INC.",
      "affiliated": false
    },
    {
      "name": "State Street Global Markets, LLC",
      "name_as_filed": "STATE STREET GLOBAL MARKETS, LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/barrow-hanley-global-investors-dallas-tx-105519.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 4,
      "fewer_than_5": true,
      "raum": 6320681.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 18,
      "fewer_than_5": false,
      "raum": 21247843672.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 7,
      "fewer_than_5": false,
      "raum": 2871451580.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 41,
      "fewer_than_5": false,
      "raum": 7776029521.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 27,
      "fewer_than_5": false,
      "raum": 1634677459.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 36,
      "fewer_than_5": false,
      "raum": 15795119469.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 1,
      "fewer_than_5": true,
      "raum": 1367587592.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 2,
      "fewer_than_5": true,
      "raum": 391391141.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 18,
      "fewer_than_5": false,
      "raum": 7945148172.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/105519",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}