Cardinal Capital Management LLC

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Assets, Funds, Holdings

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Cardinal Capital Management LLC
CRD #109824
SEC #801-49090
CIK #0001518235, 0001434845
AUM
Employees 13 (54% Investors, 8% Brokers)
Fees
Minimum
Phone203-863-8990
AddressFour Greenwich Office Park
Greenwich, CT 06831
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($B)
5.04.03.02.01.00.02001200920172025
Sector Form 13F Holdings Value ($B)
Manulife Financial Corp 0.2
Royal Bank of Canada 0.2
Bank of Montreal /Can/ 0.2
Canadian Imperial Bank of Commerce /Can/ 0.2
Bank of Nova Scotia 0.2
Suncor Energy Inc 0.2
Transcanada Corp 0.2
Pembina Pipeline Corp 0.2
Gildan Activewear Inc 0.2
Canadian National Railway Co 0.1
View All
Holdings by Sector ($B)
5.04.03.02.01.00.02011201620212027
Type Form D Funds Date Sold AUM
Other Cardinal Mid-Cap Value Equity Partners LP [2012-03-30] 2.8 M 2.5 M
Filed 2017-07-18 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
Other Cardinal Value Equity Partners LP [2012-03-30] 67.4 M 2.3 M
Filed 2023-06-27 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 2 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 1 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 2 0.1
(g) Pension and profit sharing plans 2 0.1
(h) Charitable organizations 4 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 3 0.1
(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 255 0.4
By Discretionary
Discretionary 255 0.4
Non-Discretionary 0 0.0
Total 255 0.4
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 0.3
Total 255 0.4
Limited Partners2011 - 2026
New York City Board of Education Retirement System
New York State and Local Retirement System
Teachers' Retirement System of the City of New York
Form D Directors Role # Filings # Firms 2011 - 2026
Robert Kirkpatrick Executive Officer 2 1
Cardinal Capital Management LLC Executive Officer 2 1
Amy Minella Executive Officer 2 1
EDGAR Form CIK 2011 - 2026
13F-HR [0001434845]
13F-HR [0001518235]
Firm Profile (Form ADV)
Discretionary AUM$1.2B
Clients4 (7 non-US)
ServesInstitutional, Retail
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