Cambiar Investors, LLC

RIASEC Registered

Total AUM

$2.9B

Discretionary

$1.5B

51% of AUM

Avg account

$520K

Accounts

5,623

Employees

Advisory reps

Firm details

Headquarters: Denver, Colorado
CRD number: 115093
Registered since: September 6, 2001
Website: www.cambiar.com
Custodians: MORGAN STANLEY & CO. LLC, UBS FINANCIAL SERVICES INC.
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Individuals41.25%
HNWI21.35%
Investment Companies21.28%
Corporations / Businesses5.65%
Pension & Profit Sharing Plans4.54%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Cambiar Investors, LLC is an institutional registered investment adviser organized as an LLC that has been SEC-registered since 2001. The firm acts as a capital allocator for both individual/family and institutional clients and charges a mix of asset-based fees and performance-linked fees. Its advisory scope spans discretionary portfolio management for individuals and small businesses, investment companies, pooled investment vehicles, and institutional clients, and it also engages in selection of sub-advisers. The firm reports active ESG investing and is involved on the sponsor/GP side as a managing member of pooled vehicles.