Cambiar Investors, LLC

RIASEC RegisteredEst. 2001

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 operating as an LLC and active since 2001. The firm serves both individual and institutional clients and positions itself as a capital allocator that manages separate portfolios, pooled vehicles and investment companies. Its advisory scope includes discretionary portfolio management, non‑discretionary mandates, management of pooled vehicles and the selection of sub‑advisers. Fee arrangements include both a percentage‑of‑AUM component and performance‑based fees. The firm notes active consideration of environmental, social and governance (ESG) factors in its investment work.