CAMBIAR INVESTORS, LLC
Adviser information for CAMBIAR INVESTORS, LLC last updated from Form ADV on March 21st, 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 | 39 |
|---|---|
| Investment Advisory/Research | 11 |
| Registered Broker-Dealer Representatives | 6 |
| Registered State Investment Advisers | 8 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1,496 | $1.9B |
| Non-Discretionary | 5,535 | $1.5B |
| Total | 7,031 | $3.4B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 6,338 | $1.4B |
| HNW Individuals | 197 | $509.8M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 7 | $880.4M |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 103 | $191.0M |
| Charitable organizations | 84 | $148.9M |
| State or municipal gov entities | 25 | $115.2M |
| Other investment advisers | 0 | $0 |
| Insurance companies | <5 | $232,553 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 276 | $174.5M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 23 |
| No. of Non-U.S. Clients | 1 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for investment companiesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUM |
Wrap Fee Program
| Offers Wrap Fee Program | Yes |
|---|
| Acting As | RAUM |
|---|---|
| Sponsor | 0 |
| Portfolio Manager | 632.0M |
| Both for Same | 0 |
| Portfolio Manager to Program | Sponsor |
|---|---|
| MANAGED ACCOUNTS CONSULTING (MAC); SWP PROGRAM; ACCESS PROGRAM; INSTITUTIONAL CONSULTING (IC) | UBS FINANCIAL SERVICES INC. |
| BAIRD RECOMMENDED MANAGERS PROGRAM | ROBERT W. BAIRD & CO. INCORPORATED |
| PRIVATE ADVISOR NETWORK | WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC |
| LOCKWOOD SPONSORED PROGRAM | BNY MELLON ADVISORS, INC. |
| STRATEGIC PORTFOLIO ADVISOR (SPA) | MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED |
| STRATEGIC ASSET REVIEW (STAR) | OPPENHEIMER ASSET MANAGEMENT |
| CONSULTING AND EVALUATION SERVICES (CES); INVESTMENT MANAGEMENT SERVICE PROGRAM | MORGAN STANLEY |
| MANAGED ACCOUNT SELECT, MANAGED ACCOUNT ACCESS | CHARLES SCHWAB & CO., INC. |
| SEPARATELY MANAGED ACCOUNT ("SMA") PROGRAM | NEW EDGE WEALTH |
Principal Office
200 COLUMBINE STREETSUITE 800
DENVER
CO
United States
Monday - Friday, 7:00 AM - 5:00 PM
Tel: 888-673-9950, Fax: 303-302-9051
Websites
open.spotify.com/show/72wk13tpey7njmjmwfqamx?si=15556c5274a14ee7
podcastsconnect.apple.com/my-podcasts/show/qpd-podcast/49d9e169-c81f-46a0-8233- a0fc7bcb1620
www.facebook.com/cambiarinvestors/
dashboard.rss.com/podcasts/qpd/
www.youtube.com/channel/uccxphh3f4-zyrsxaiydpkjq
www.cambiar.com
vimeo.com/cambiarinvestors
www.threads.net/cambiarinvestors
tunein.com/podcasts/business--economics-podcasts/qpd-podcast-p2134459/?topicid=297810213
www.instagram.com/cambiarinvestors/
www.tiktok.com/@cambiarinvestors
a.co/d/jcjicgv
pandora.app.link/hnr7qmiuqxb
www.iheart.com/podcast/269-qpd-podcast-108065059/
www.deezer.com/search/qpd%20podcast
www.linkedin.com/company/cambiar-investors/
twitter.com/cambiarinvestor
www.listennotes.com/podcasts/qpd-podcast-cambiar-investors-wx9sj3col1o/
podcastindex.org/podcast/4373535
podcasts.google.com/feed/ahr0chm6ly9tzwrpys5yc3muy29tl3fwzc9mzwvklnhtba?sa=x&ved=2ahukewillafy05iaaxvrkwofhsujaboq9segeg
Chief Compliance Officer
ERIN LAFFRENZEN
SVP
200 COLUMBINE STREET
SUITE 800
DENVER
CO
United States
Tel:
(303)302-9000
Fax:
(303) 302-9051
E**********@**********M
(Full email address available in API data)
Regulatory Contact
CHRISTINE SIMON
EXECUTIVE DIRECTOR
200 COLUMBINE STREET
SUITE 800
DENVER
CO
United States
Tel:
(303)302-9000
Fax:
(303) 302-9051
C*****@**********M
(Full email address available in API data)
Industry Affiliates
| GONDOLIN CAPITAL, LP | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| SIMON, CHRISTINE, MATTEUCCI | Individual | – | EXECUTIVE DIRECTOR | 01/2002 | < 5% |
| BARISH, BRIAN, MITCHELL | Individual | – | PRESIDENT/CHIEF INVESTMENT OFFICER | 07/2001 | < 5% |
| CAMBIAR HOLDINGS, LLLP | Domestic Entity | – | CLASS A MEMBER (MANAGING MEMBER) | 07/2001 | > 75% |
| BARISH, BRIAN, MITCHELL | Individual | CAMBIAR HOLDINGS, LLLP | GENERAL & LIMITED PARTNER | 07/2001 | > 75% |
| HOSTETLER, RODERICK, VAN | Individual | – | DIRECTOR/DIRECTOR OF TRADING | 05/2004 | < 5% |
| GELDZAHLER, EVAN | Individual | – | CHIEF LEGAL OFFICER | 06/2014 | < 5% |
| LAFFRENZEN, ERIN, KATHLEEN | Individual | – | CHIEF COMPLIANCE OFFICER | 01/2023 | < 5% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 26th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| ADDUS HOMECARE CORP | COM | 3M | 23K | – |
| ADVANCED ENERGY INDS | COM | 2M | 22K | – |
| ADVISORS INNER CIRCLE FD | CAMBIAR AGGRES | 5M | 177K | – |
| AGNICO EAGLE MINES LTD | COM | 12M | 189K | – |
| AIR LEASE CORP | CL A | 7M | 147K | – |
| ALAMO GROUP INC | COM | 2M | 11K | – |
| ALPHABET INC | CAP STK CL A | 64M | 351K | – |
| AMAZON COM INC | COM | 55M | 282K | – |
| AMDOCS LTD | SHS | 10M | 131K | – |
| AMERICAN EXPRESS CO | COM | 37M | 161K | – |
| AMERICAN FINL GROUP INC OHIO | COM | 12M | 98K | – |
| AMERICOLD REALTY TRUST INC | COM | 12M | 455K | – |
| AMN HEALTHCARE SVCS INC | COM | 2M | 37K | – |
| APPLIED MATLS INC | COM | 42M | 177K | – |
| ARCH CAP GROUP LTD | ORD | 11M | 112K | – |
| ASGN INC | COM | 2M | 23K | – |
| ATMOS ENERGY CORP | COM | 12M | 103K | – |
| ATMUS FILTRATION TECHNOLOGIE | COM | 2M | 66K | – |
| AVISTA CORP | COM | 2M | 67K | – |
| AXIS CAP HLDGS LTD | SHS | 3M | 40K | – |
| BARCLAYS PLC | ADR | 20M | 2M | – |
| BOK FINL CORP | COM NEW | 12M | 131K | – |
| BRISTOL-MYERS SQUIBB CO | COM | 33M | 786K | – |
| BRUKER CORP | COM | 10M | 161K | – |
| CABOT CORP | COM | 2M | 22K | – |
| CBOE GLOBAL MKTS INC | COM | 11M | 62K | – |
| CENOVUS ENERGY INC | COM | 62M | 3M | – |
| CENTENE CORP DEL | COM | 49M | 737K | – |
| CHARLES RIV LABS INTL INC | COM | 9M | 45K | – |
| CHEVRON CORP NEW | COM | 60M | 382K | – |
| CHUBB LIMITED | COM | 48M | 190K | – |
| CME GROUP INC | COM | 57M | 288K | – |
| CNH INDL N V | SHS | 15M | 2M | – |
| COLGATE PALMOLIVE CO | COM | 39M | 406K | – |
| COMCAST CORP NEW | CL A | 51M | 1M | – |
| CONOCOPHILLIPS | COM | 41M | 357K | – |
| CONSTELLATION BRANDS INC | CL A | 54M | 211K | – |
| CORTEVA INC | COM | 38M | 709K | – |
| DALLASNEWS CORPORATION | COM SER A | 111K | 31K | – |
| DELTA AIR LINES INC DEL | COM NEW | 56M | 1M | – |
| DENTSPLY SIRONA INC | COM | 8M | 329K | – |
| DIAGEO PLC | SPON ADR NEW | 53M | 418K | – |
| DIODES INC | COM | 2M | 30K | – |
| DIXIE GROUP INC | CL A | 48K | 74K | – |
| DOLBY LABORATORIES INC | COM CL A | 11M | 136K | – |
| DUCKHORN PORTFOLIO INC | COM | 1M | 196K | – |
| ENERGY TRANSFER L P | COM UT LTD PTN | 5M | 321K | – |
| ENI S P A | SPONSORED ADR | 6M | 198K | – |
| ENVESTNET INC | COM | 3M | 47K | – |
| EPAM SYS INC | COM | 9M | 48K | – |
| EQUINOR ASA | SPONSORED ADR | 16M | 572K | – |
| ESSENTIAL UTILS INC | COM | 11M | 307K | – |
| EURONET WORLDWIDE INC | COM | 13M | 123K | – |
| EXELIXIS INC | COM | 2M | 94K | – |
| EXPEDITORS INTL WASH INC | COM | 13M | 104K | – |
| FIDELITY NATIONAL FINANCIAL | FNF GROUP COM | 13M | 257K | – |
| FIRST AMERN FINL CORP | COM | 2M | 42K | – |
| FORRESTER RESH INC | COM | 1M | 74K | – |
| FRONTDOOR INC | COM | 2M | 64K | – |
| GANNETT CO INC | COM | 49K | 11K | – |
| GENTEX CORP | COM | 15M | 449K | – |
| GLOBUS MED INC | CL A | 3M | 44K | – |
| GOLDMAN SACHS GROUP INC | COM | 63M | 139K | – |
| HALEON PLC | SPON ADS | 13M | 2M | – |
| HEALTHCARE SVCS GROUP INC | COM | 2M | 149K | – |
| HEALTHEQUITY INC | COM | 16M | 190K | – |
| HEALTHSTREAM INC | COM | 2M | 87K | – |
| HUB GROUP INC | CL A | 2M | 51K | – |
| HUNT J B TRANS SVCS INC | COM | 11M | 70K | – |
| IDACORP INC | COM | 2M | 25K | – |
| INCYTE CORP | COM | 10M | 158K | – |
| ING GROEP N.V. | SPONSORED ADR | 26M | 1M | – |
| INNOVAGE HLDG CORP | COM | 1M | 299K | – |
| INNOVATIVE INDL PPTYS INC | COM | 3M | 23K | – |
| INSPERITY INC | COM | 2M | 20K | – |
| INTERCONTINENTAL EXCHANGE IN | COM | 36M | 266K | – |
| IPG PHOTONICS CORP | COM | 9M | 102K | – |
| ISHARES TR | RUS 1000 VAL ETF | 14M | 80K | – |
| ISHARES TR | MSCI EAFE ETF | 14M | 184K | – |
| ISHARES TR | MSCI ACWI ETF | 659K | 6K | – |
| ISHARES TR | CORE S&P MCP ETF | 3M | 48K | – |
| ISHARES TR | AGENCY BOND ETF | 2M | 19K | – |
| ISHARES TR | A RATE CP BD ETF | 2M | 44K | – |
| ISHARES TR | 1 3 YR TREAS BD | 6M | 74K | – |
| JOHNSON & JOHNSON | COM | 40M | 273K | – |
| JOHNSON OUTDOORS INC | CL A | 1M | 42K | – |
| JPMORGAN CHASE & CO. | COM | 49M | 241K | – |
| LABCORP HOLDINGS INC | COM SHS | 57M | 280K | – |
| LAMB WESTON HLDGS INC | COM | 12M | 142K | – |
| LINCOLN ELEC HLDGS INC | COM | 12M | 61K | – |
| LITTELFUSE INC | COM | 13M | 51K | – |
| MAGNOLIA OIL & GAS CORP | CL A | 16M | 627K | – |
| MARCUS & MILLICHAP INC | COM | 2M | 54K | – |
| MARVELL TECHNOLOGY INC | COM | 40M | 573K | – |
| MASCO CORP | COM | 11M | 171K | – |
| MASTERCARD INCORPORATED | CL A | 34M | 77K | – |
| MAXIMUS INC | COM | 12M | 138K | – |
| MEDTRONIC PLC | SHS | 55M | 695K | – |
| MOLINA HEALTHCARE INC | COM | 11M | 37K | – |
| MONARCH CASINO & RESORT INC | COM | 3M | 37K | – |
| NETSTREIT CORP | COM | 2M | 115K | – |
| NNN REIT INC | COM | 12M | 274K | – |
| NOVARTIS AG | SPONSORED ADR | 23M | 217K | – |
| NV5 GLOBAL INC | COM | 2M | 23K | – |
| PACKAGING CORP AMER | COM | 12M | 66K | – |
| PEMBINA PIPELINE CORP | COM | 222K | 6K | – |
| PINNACLE WEST CAP CORP | COM | 13M | 165K | – |
| PNC FINL SVCS GROUP INC | COM | 37M | 240K | – |
| PPG INDS INC | COM | 54M | 428K | – |
| PROSPERITY BANCSHARES INC | COM | 2M | 34K | – |
| QUEST DIAGNOSTICS INC | COM | 13M | 93K | – |
| RAMBUS INC DEL | COM | 2M | 37K | – |
| REINSURANCE GRP OF AMERICA I | COM NEW | 17M | 84K | – |
| RENAISSANCERE HLDGS LTD | COM | 2M | 10K | – |
| ROCKWELL AUTOMATION INC | COM | 502K | 2K | – |
| RTX CORPORATION | COM | 56M | 560K | – |
| SAP SE | SPON ADR | 20M | 101K | – |
| SEMPRA | COM | 55M | 721K | – |
| SONY GROUP CORP | SPONSORED ADR | 12M | 147K | – |
| SUNCOR ENERGY INC NEW | COM | 247K | 6K | – |
| SYSCO CORP | COM | 31M | 438K | – |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 15M | 84K | – |
| TARGA RES CORP | COM | 15M | 116K | – |
| TE CONNECTIVITY LTD | SHS | 57M | 379K | – |
| TEXAS CAP BANCSHARES INC | COM | 2M | 39K | – |
| TEXAS INSTRS INC | COM | 65M | 335K | – |
| TJX COS INC NEW | COM | 37M | 340K | – |
| TORO CO | COM | 11M | 116K | – |
| TOTALENERGIES SE | SPONSORED ADS | 18M | 267K | – |
| TOWER SEMICONDUCTOR LTD | SHS NEW | 3M | 72K | – |
| U S PHYSICAL THERAPY | COM | 2M | 20K | – |
| UBER TECHNOLOGIES INC | COM | 29M | 395K | – |
| UNION PAC CORP | COM | 52M | 229K | – |
| UNITED BANKSHARES INC WEST V | COM | 2M | 65K | – |
| UNITED CMNTY BKS BLAIRSVLE G | COM | 2M | 85K | – |
| UNITED PARCEL SERVICE INC | CL B | 366K | 3K | – |
| UNIVERSAL DISPLAY CORP | COM | 3M | 13K | – |
| VANGUARD INDEX FDS | VALUE ETF | 305K | 2K | – |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 373K | 8K | – |
| WATERS CORP | COM | 49M | 170K | – |
| WELLTOWER INC | COM | 254K | 2K | – |
| WEX INC | COM | 11M | 65K | – |
| WILLIAMS COS INC | COM | 41M | 957K | – |
| WISDOMTREE TR | FLOATNG RAT TREA | 10M | 190K | – |
| WNS HLDGS LTD | COM SHS | 2M | 33K | – |