|
⚲
|
| Cambiar Investors LLC
✚
| |
|---|---|
| CRD # | 115093 |
| SEC # | 801-60541 |
| CIK # | 0000823621 |
| AUM | $3.4 BB (2024-03-21) |
| Employees | 39 (28% Investors, 15% Brokers) |
| Phone | 888-673-9950 |
| Address | 200 Columbine Street Denver, CO 80206 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| TXN | 142.2 | 0.1 | |
| GOOGL | 1,475.1 | 0.1 | |
| GS | 102.9 | 0.1 | |
| CVE | 40.3 | 0.1 | |
| CVX | 294.6 | 0.1 | |
| TEL | 37.0 | 0.1 | |
| CME | 74.1 | 0.1 | |
| DAL | 19.4 | 0.1 | |
| RTX | 139.5 | 0.1 | |
| SRE | 47.5 | 0.1 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 6,338 | 1.4 |
| (b) Individuals (high net worth individuals) | 197 | 0.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 7 | 0.9 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 103 | 0.2 |
| (h) Charitable organizations | 84 | 0.1 |
| (i) State or municipal government entities | 25 | 0.1 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 276 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 7,031 | 3.4 |
| By Discretionary | ||
| Discretionary | 1,496 | 1.9 |
| Non-Discretionary | 5,535 | 1.5 |
| Total | 7,031 | 3.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.3 | |
| Total | 7,031 | 3.4 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0000823621] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Parkway Advisors LP
✚
|
TX | 3.4 |
|
Nations Financial Group Inc
✚
|
IA | 3.4 |
|
JFS Wealth Advisors LLC
✚
|
PA | 3.4 |
|
Essex Financial Services Inc
✚
|
CT | 3.4 |
|
Advisor Partners II LLC
✚
|
CA | 3.4 |
|
Texas Capital Bank Wealth Management Services Inc
✚
|
TX | 3.4 |
|
Azimuth Capital Investment Management LLC
✚
|
MI | 3.4 |
|
Systematic Financial Management LP
✚
|
NJ | 3.4 |
|
Accredited Investors Inc
✚
|
MN | 3.4 |
|
Botty Investors LLC
✚
|
FL | 3.3 |