CARDINAL CAPITAL MANAGEMENT, L.L.C.
Adviser information for CARDINAL CAPITAL MANAGEMENT, L.L.C. last updated from Form ADV on March 27th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Limited Liability Company |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | Delaware, United States |
Employees
Total Number of Employees | 16 |
---|---|
Investment Advisory/Research | 7 |
Registered Broker-Dealer Representatives | 2 |
Registered State Investment Advisers | 0 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
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Type | Accounts | RAUM |
---|---|---|
Discretionary | 424 | $2.3B |
Non-Discretionary | 0 | $0 |
Total | 424 | $2.3B |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 0 | $0 |
HNW Individuals | <5 | $11.8M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 4 | $779.6M |
Business development companies | 0 | $0 |
Pooled investment vehicles | 3 | $278.0M |
Pension and profit sharing plans | 8 | $783.8M |
Charitable organizations | 6 | $251.6M |
State or municipal gov entities | 0 | $0 |
Other investment advisers | <5 | $169.3M |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 0 | $0 |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 5 |
No. of Non-U.S. Clients | 3 |
Services
Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for investment companiesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clients |
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Compensation | % of AUMPerformance-based fees |
Wrap Fee Program
Offers Wrap Fee Program | Yes |
---|
Acting As | RAUM |
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Sponsor | 0 |
Portfolio Manager | 169.0M |
Both for Same | 0 |
Portfolio Manager to Program | Sponsor |
---|---|
PORTFOLIO MANAGER PROGRAM (PMP) | JPM/CHASE WEALTH MANAGEMENT |
GLOBAL MANAGER STRATEGIES SEPERATE ACCOUNT PROGRAM | GOLDMAN, SACHS & CO. |
ACCESS | UBS FINANCIAL SERVICES INC. |
Principal Office
FOUR GREENWICH OFFICE PARK3RD FLOOR
GREENWICH
CT
United States
Monday - Friday, 9:00 AM TO 5:00PM
Tel: 203-863-8990, Fax: 203-861-4112
Chief Compliance Officer
DAHLIA D. BLACK
CHIEF COMPLIANCE OFFICER
FOUR GREENWICH OFFICE PARK
3RD FLOOR
GREENWICH
CT
United States
Tel:
203-863-8937
Fax:
203-861-4112
D*****@**********M
(Full email address available in API data)
Regulatory Contact
ROBERT KIRKPATRICK
MANAGING PARTNER
FOUR GREENWICH OFFICE PARK
3RD FLOOR
GREENWICH
CT
United States
Tel:
2038638992
R***********@**********M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|---|---|---|---|
CARDINAL VALUE EQUITY PARTNERS, L.P. | LIMITED PARTNERSHIP | $2.3M | $0.5M | 32 |
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
MINELLA, AMY, KOMMER | Individual | – | MEMBER | 04/1995 | 10-25% |
FOX, EUGENE, (NMN) | Individual | – | MEMBER | 04/1995 | 25-50% |
KIRKPATRICK, ROBERT, BENJAMIN | Individual | – | MEMBER | 08/2000 | 25-50% |
MATTHEWS, RACHEL, DEAN | Individual | – | MEMBER | 01/2012 | 5-10% |
BLACK, DAHLIA, D | Individual | – | CHIEF COMPLIANCE OFFICER | 03/2015 | < 5% |
FIELDS, ROBERT, HUGH | Individual | – | MEMBER | 07/2015 | < 5% |
AKM HOLDINGS, LLC | Domestic Entity | – | MEMBER | 01/2019 | 5-10% |
AKM REVOCABLE TRUST | Domestic Entity | – | MEMBER | 01/2019 | 10-25% |
MINELLA, AMY, KOMMER | Individual | AKM REVOCABLE TRUST | TRUSTEE | 01/2019 | > 75% |
MINELLA, AMY, KOMMER | Individual | AKM HOLDINGS, LLC | MEMBER | 01/2019 | > 75% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 13th, 2024 for period ending June 30th, 2024
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
ACI WORLDWIDE INC | COM | 8M | 208K | – |
ASHLAND INC | COM | 3M | 28K | – |
ATMUS FILTRATION TECHNOLOGIE | COM | 6M | 198K | – |
AXALTA COATING SYS LTD | COM | 8M | 233K | – |
BGC GROUP INC | CL A | 12M | 1M | – |
BRINKS CO | COM | 4M | 43K | – |
BWX TECHNOLOGIES INC | COM | 16M | 174K | – |
CBIZ INC | COM | 7M | 97K | – |
COLUMBIA BKG SYS INC | COM | 7M | 337K | – |
COMMUNITY HEALTHCARE TR INC | COM | 2M | 104K | – |
DT MIDSTREAM INC | COMMON STOCK | 17M | 244K | – |
ENOVIS CORPORATION | COM | 7M | 146K | – |
EQUITY COMWLTH | COM SH BEN INT | 6M | 328K | – |
ESAB CORPORATION | COM | 12M | 129K | – |
ESCO TECHNOLOGIES INC | COM | 2M | 24K | – |
EURONET WORLDWIDE INC | COM | 4M | 36K | – |
FB FINL CORP | COM | 5M | 120K | – |
FIRST MERCHANTS CORP | COM | 9M | 276K | – |
FULLER H B CO | COM | 1M | 14K | – |
GAMING & LEISURE PPTYS INC | COM | 9M | 200K | – |
GLOBUS MED INC | CL A | 5M | 72K | – |
GOLDEN ENTMT INC | COM | 1M | 47K | – |
GXO LOGISTICS INCORPORATED | COMMON STOCK | 11M | 223K | – |
HELEN OF TROY LTD | COM | 2M | 19K | – |
INTERDIGITAL INC | COM | 4M | 31K | – |
JONES LANG LASALLE INC | COM | 2M | 12K | – |
KYNDRYL HLDGS INC | COMMON STOCK | 11M | 399K | – |
LIGAND PHARMACEUTICALS INC | COM NEW | 11M | 134K | – |
LITHIA MTRS INC | COM | 11M | 44K | – |
LIVANOVA PLC | SHS | 6M | 106K | – |
MAGNOLIA OIL & GAS CORP | CL A | 1M | 45K | – |
MAPLEBEAR INC | COM | 2M | 61K | – |
MGP INGREDIENTS INC NEW | COM | 1M | 15K | – |
MIDDLEBY CORP | COM | 3M | 21K | – |
MODINE MFG CO | COM | 2M | 24K | – |
MODIVCARE INC | COM | 2M | 78K | – |
NEWMARK GROUP INC | CL A | 5M | 516K | – |
NEXSTAR MEDIA GROUP INC | COMMON STOCK | 16M | 99K | – |
OPENLANE INC | COM | 10M | 615K | – |
OSI SYSTEMS INC | COM | 2M | 12K | – |
OXFORD INDS INC | COM | 1M | 13K | – |
PACIFIC PREMIER BANCORP | COM | 8M | 333K | – |
RB GLOBAL INC | COM | 2M | 30K | – |
SILGAN HLDGS INC | COM | 15M | 362K | – |
SPECTRUM BRANDS HLDGS INC NE | COM | 13M | 148K | – |
STARWOOD PPTY TR INC | COM | 12M | 628K | – |
SUMMIT MATLS INC | CL A | 979K | 27K | – |
TECHNIPFMC PLC | COM | 13M | 503K | – |
TELEDYNE TECHNOLOGIES INC | COM | 3M | 7K | – |
US FOODS HLDG CORP | COM | 7M | 124K | – |
VERINT SYS INC | COM | 6M | 193K | – |
VERRA MOBILITY CORP | CL A COM STK | 9M | 333K | – |
VIPER ENERGY INC | CL A | 5M | 138K | – |
XPO INC | COM | 6M | 54K | – |
ZIFF DAVIS INC | COM | 9M | 167K | – |