CAMBRIA INVESTMENT MANAGEMENT, L.P.
Firm details
- Headquarters
- MANHATTAN BEACH, California
- CRD number
- 141600
- Registered since
- August 24, 2010
- Website
- www.cambriainvestments.com
- Custodians
- BETTERMENT
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies99.02%
- Individuals0.74%
- HNWI0.25%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment Companies
Firm profile
FINTRXOverview
Cambria Investment Management, L.P. is an SEC-registered limited partnership (registered in 2010) that manages capital for individual and family clients as well as institutional investors. The firm bills clients on a percentage-of-AUM basis and lists portfolio management for individuals/small businesses and for investment companies among its advisory activities. It operates as a commodity pool operator or commodity trading advisor (CPO/CTA) and does not identify as an active ESG investor. Cambria was named to the Financial Times’ Top 300 RIA Firms list in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds100%
Owners & executives
2 of 2MEBANE FABER
CEO & Co-FounderCRD 4376016
RITA THOLT
Chief Compliance OfficerCRD 2194696
Contacts
1 of 1JONATHAN KEETZ
Vice PresidentCRD 5719339
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 110Active vs passive
$606M in ETFs
49%
$295M
39%
$310M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| CAMBRIA FOREIGN SHAREHOLDER YIELD ETF (FYLD) | Cambria | Active | Foreign Small/Mid Value | $50.4M | 1,349,532 | 8.32% |
Location
MANHATTAN BEACH, CA
LOS ANGELES
Location
MANHATTAN BEACH, CA
Headquartered in MANHATTAN BEACH, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- LOS ANGELES
- Address
- 3300 Highland Ave
- Time zone
- PT (UTC-8)
- Office locations
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