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 a privately held investment adviser organized as an LLC and registered with the SEC in 2001. The firm serves both individual/family and institutional clients, offering portfolio management across individual accounts, pooled investment vehicles and investment companies. Cambiar functions as a capital allocator and also engages in selection-of-other-advisers activities, acting at times as sponsor or general partner of pooled vehicles. Its fees combine a traditional percentage-of-AUM model with performance-based components for certain strategies. The firm identifies itself as an active ESG investor, which informs its investment and manager-selection processes.