CAMBIAR INVESTORS, LLC

Latest filing: Mar 31, 2025 (96 days ago)
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AUM

$3,252,556,123
-4% change vs. 1 year ago
-43% change vs. 3 years ago
-65% change vs. 5 years ago
-65% change vs. 10 years ago

Employee Count

36
-8% change vs. 1 year ago
-27% change vs. 3 years ago
-28% change vs. 5 years ago
-20% change vs. 10 years ago

Main Office

DENVER, CO
200 COLUMBINE STREET, DENVER, CO, UNITED STATES, 80206

Client AUM

Discretion AUM
Discretionary $1.7
Non-Discretionary $1.5
Total $3.3
Client AUM
Retail $1.9
Pooled $0.8
Institutional $0.6
Total $3.3
Retail Accounts AUM
Individual 5,974 $1.3
Average Individual AUM $220,912
HNW 219 $0.6
Average HNW AUM $2,592,332
Retail Total 6,193 $1.9
Average Retail AUM $304,771

ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV

SMA Custodians

Custodian Location AUM
MORGAN STANLEY SMITH BARNEY LLC PURCHASE-NY-USA $1.5
UBS FINANCIAL SERVICES INC. WEEHAWKEN-NJ-USA $0.4

ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV

Separately Managed Assets

Breakdown AUM
Total SMA AUM $2.5
Retail SMA AUM $1.9
Institutional SMA AUM $0.6
Asset Class % AUM
Equity Exch 90% $2.2
Equity Non-Exch 0% $0.0
Govt Agency 0% $0.0
Municipal 0% $0.0
Sovereign 0% $0.0
IG Credit 0% $0.0
HY Credit 0% $0.0
Derivatives 0% $0.0
Investment Companies 6% $0.1
Other Pools 0% $0.0
Cash 4% $0.1
Other 0% $0.0
Total 100% $2.5

ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV

Affiliates

Affiliates AUM Business Types CRD Number
GONDOLIN CAPITAL, LP $0.0 -

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Control Persons

7 active

Name Title
SIMON, CHRISTINE, MATTEUCCI EXECUTIVE DIRECTOR
BARISH, BRIAN, MITCHELL PRESIDENT/CHIEF INVESTMENT OFFICER, GENERAL & LIMITED PARTNER
HOSTETLER, RODERICK, VAN DIRECTOR/DIRECTOR OF TRADING
GELDZAHLER, EVAN CHIEF LEGAL OFFICER
LAFFRENZEN, ERIN, KATHLEEN CHIEF COMPLIANCE OFFICER

ADVDB.CO • SOURCE: SEC

Representatives

4 active representatives found

Name City State Exams Designations
KEVIN FITZPATRICK DENVER CO S63|1996-06-13|S65|2005-06-29
BRIAN BARISH DENVER CO S63|1993-07-07 CHARTERED FINANCIAL ANALYST
COLIN DUNN DENVER CO S63|2003-05-22 CHARTERED FINANCIAL ANALYST
JOHN LE DENVER CO S63|2005-01-24|S66|2006-02-01

ADVDB.CO • SOURCE: SEC

History

Date AUM AUM ∆ AUM % ∆ Empl Empl ∆ Empl % ∆
2025-06-02 $3.3 $0.0 0% 36 0 0%
2025-04-21 $3.3 $0.0 0% 36 0 0%
2024-04-02 $3.4 -$0.1 -4% 39 -3 -8%
2023-04-04 $3.5 -$0.2 -7% 42 -6 -14%
2022-04-01 $5.7 -$2.4 -43% 49 -13 -27%
2021-04-05 $6.4 -$3.2 -49% 47 -11 -23%
2020-04-01 $9.4 -$6.1 -65% 50 -14 -28%
2019-04-01 $10.5 -$7.3 -69% 50 -14 -28%
2018-04-02 $14.0 -$10.8 -77% 52 -16 -31%
2017-04-01 $12.9 -$9.6 -75% 49 -13 -27%
2016-04-01 $11.2 -$7.9 -71% 46 -10 -22%
2015-04-01 $9.2 -$5.9 -65% 45 -9 -20%
2014-04-01 $8.4 -$5.2 -61% 41 -5 -12%
2013-04-01 $6.6 -$3.4 -51% 38 -2 -5%

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Other

STATE REGISTRATIONS
CO, AK-04/01/2005, AL-03/30/2005, AR-04/04/2005, AZ-09/06/2001, CA-09/06/2001, CO-09/05/2001, CT-09/06/2001, DC-08/30/2001, DE-07/11/2003, FL-10/25/2001, GA-09/06/2001, HI-03/30/2005, IA-03/31/2005, ID-03/30/2005, IL-09/06/2001, IN-09/06/2001, KS-09/06/2001, KY-03/30/2005, LA-03/30/2005, MA-09/06/2001, MD-09/07/2001, ME-09/06/2001, MI-09/06/2001, MN-04/12/2005, MO-09/06/2001, MS-03/30/2005, MT-03/30/2005, NC-09/06/2001, ND-03/30/2005, NE-09/06/2001, NH-09/06/2001, NJ-11/01/2001, NM-10/15/2001, NV-09/06/2001, NY-10/25/2001, OH-07/06/1999, OK-10/31/2001, OR-09/06/2001, PA-10/04/2001, PR-09/06/2001, RI-09/06/2001, SC-09/06/2001, SD-03/31/2005, TN-10/25/2001, TX-06/27/1983, UT-09/06/2001, VA-09/06/2001, VI-03/24/2016, VT-09/06/2001, WA-09/06/2001, WI-03/30/2005, WV-03/30/2005, WY-03/27/2018
ADVISER ACTIVITIES
PORTFOLIO MANAGEMENT
PORTFOLIO MANAGEMENT (RIC)
PORTFOLIO MANAGEMENT (SMB)
MANAGER SELECTION
OTHER ACTIVITIES

ADVDB.CO • SOURCE: SEC FORM ADV