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⚲
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| Cambria Investment Management LP
✚
|
|
|---|---|
| CRD # | 141600 |
| SEC # | 801-71786 |
| CIK # | |
| AUM | $2.2 BB (2024-03-28) |
| Employees | 13 (23% Investors, 62% Brokers) |
| Phone | 310-683-5500 |
| Address | 3300 Highland Avenue Manhattan Beach, CA 90266 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| HF | Cambria Global Tactical Fund 2X LP | [2012-03-28] | 0.5 | 0.3 |
| HF | Cambria GTAA Insurance Dedicated Fund LP | [2012-03-28] | 31.8 | 3.4 |
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 202 | 0.0 |
| (b) Individuals (high net worth individuals) | 4 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 14 | 2.2 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 300 | 2.2 |
| By Discretionary | ||
| Discretionary | 300 | 2.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 300 | 2.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.2 | |
| Total | 300 | 2.2 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| Eric Richardson | 7 | ||
| Cambria GP LLC | 4 | ||
| Mebane Faber | 4 | ||
| Cambria Investment Management LP | 2 | ||
| Cambria Investment Management Inc | 1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Berkshire Asset Management LLC
✚
|
PA | 2.3 |
|
Port Capital LLC
✚
|
IL | 2.3 |
|
Zazove Associates LLC
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|
NV | 2.3 |
|
Toms Capital Investment Management LP
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|
NY | 2.2 |
|
Sage Mountain Advisors LLC
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|
GA | 2.2 |
|
Greenwich Wealth Management LLC
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CT | 2.2 |
|
Osborne Partners Capital Management LLC
✚
|
CA | 2.2 |
|
The Portfolio Strategy Group LLC
✚
|
NY | 2.2 |
|
Bristol Gate Capital Partners Inc
✚
|
2.2 | |
|
Weatherbie Capital LLC
✚
|
MA | 2.1 |