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 a SEC‑registered institutional RIA formed in 2010 that manages portfolios for both individuals/families and institutional clients. The firm operates under a percentage‑of‑AUM fee model and lists CPO/CTA activity alongside portfolio management for individuals, small businesses and investment companies. Cambria is not a multi‑state adviser, does not identify as an active ESG investor, and is structured as a limited partnership with domestic ownership. The firm appeared on the Financial Times Top 300 RIA list in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 2
Mebane Faber
CEO & Co-FounderCRD 4376016
Rita Tholt
Chief Compliance OfficerCRD 2194696
Contacts
1 of 1
Jonathan Keetz
Vice PresidentCRD 5719339
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 147Active vs passive
$638M in ETFs
51%
$323M
36%
$315M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| CAMBRIA FOREIGN SHAREHOLDER YIELD ETF (FYLD) | Cambria | Active | Foreign Small/Mid Value | $41.6M | 1,141,239 | 6.53% |
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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