CARDINAL INVESTMENT ADVISORS, L.L.C.
Adviser information for CARDINAL INVESTMENT ADVISORS, L.L.C. last updated from Form ADV on March 28th, 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 | Illinois, United States |
Employees
| Total Number of Employees | 44 |
|---|---|
| Investment Advisory/Research | 44 |
| Registered Broker-Dealer Representatives | 0 |
| 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 | No |
|---|
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 23 | $0 |
| Charitable organizations | 8 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 58 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 13 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 102 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Pension consulting servicesSelection of other advisers (including private fund managers)COUNSELING SERVICES FOR INSURANCE COMPANIES' INVESTMENT STRATEGY |
|---|---|
| Compensation | Fixed feesAS A PERCENTAGE OF ASSETS UNDER ADVISEMENT |
Identifiers
| SEC RIA File Number | 801-60751 |
|---|---|
| SEC ERA File Number | 801-60751 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 116418 |
| Legal Entity Identifier | None |
Principal Office
150 NORTH WACKER DRIVE SUITE 2500CHICAGO
IL
United States
Monday - Friday, 8 AM TO 5 PM
Tel: 312-212-4000, Fax: None
Chief Compliance Officer
MARC A. TOURVILLE, CFA
MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER
231 SOUTH BEMISTON AVENUE
SUITE 200
ST. LOUIS
MO
United States
Tel:
314-726-9911
M*********@**********M
(Full email address available in API data)
Regulatory Contact
DEBRA FREEDBERG
150 N. WACKER DRIVE
SUITE 2500
CHICAGO
IL
United States
Tel:
312-212-4000
D*********@**********M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| TOURVILLE, MARC, ANDREW | Individual | – | MEMBER, CHIEF COMPLIANCE OFFICER | 01/2006 | 5-10% |
| KANE, SEAN, MICHAEL | Individual | – | MEMBER | 01/2004 | 5-10% |
| CAROLLO, CAROLYN, ANN | Individual | – | MEMBER | 09/2001 | 5-10% |
| NATONSON, DANIELLE, RENEE | Individual | – | MEMBER | 01/2010 | 5-10% |
| HEBRON, STEPHANIE, AMBER | Individual | – | MEMBER | 01/2011 | 5-10% |
| SKORNIA, SCOTT, GREGORY | Individual | – | MEMBER | 01/2011 | 5-10% |
| DZIADUS, MICHAEL, PATRICK | Individual | – | MEMBER | 01/2012 | 5-10% |
| WIESLER, ANN, MARIE | Individual | – | MEMBER | 01/2017 | 5-10% |
| CHAMBERS, KEITH, EUGENE | Individual | – | MEMBER | 01/2017 | 5-10% |
| JACOBS, EDWARD, ANTHONY | Individual | – | MEMBER | 01/2021 | 5-10% |
| MEESE, JACOB, A | Individual | – | MEMBER | 01/2021 | 5-10% |