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 $386.3 MM (2024-06-17)
Employees 13 (54% Investors, 8% Brokers)
Phone203-863-8990
AddressFour Greenwich Office Park
Greenwich, CT 06831
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($BB)
5.04.03.02.01.00.02001200920172025
Sector Form 13F Holdings Cap ($BB) Value ($BB)
LLY 301.8 0.0
MSFT 1,918.2 0.0
COST 207.6 0.0
AAPL 2,382.8 0.0
JNJ 465.6 0.0
XOM 385.5 0.0
QCOM 147.4 0.0
GOOGL 1,475.1 0.0
JPM 340.2 0.0
WMT 335.4 0.0
View All
Holdings by Sector ($BB)
4.03.22.41.60.80.02013201720212025
Type Form D Funds Date Sold ($MM) AUM ($MM)
Other Cardinal Mid-Cap Value Equity Partners LP [2012-03-30] 2.8 2.5
Other Cardinal Value Equity Partners LP [2012-03-30] 67.4 2.3
AUM Breakdown Accounts AUM ($BB)
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 - 2024
New York State and Local Retirement System
Teachers' Retirement System of the City of New York
Form D Directors # Filings # Firms 2011 - 2024
Robert Kirkpatrick 2
Cardinal Capital Management LLC 2
Amy Minella 2
EDGAR Form CIK 2011 - 2024
13F-HR [0001434845]
13F-HR [0001518235]
Comparable Firms State AUM ($BB)
Bright Futures Wealth Management LLC
NY 0.4
Pointe Capital Management LLC
MI 0.4
Zimmerman Wealth Management LLC
IL 0.4
Mindful Asset Planning LLC
MN 0.4
Matheson & Rock Wealth Management LLC
IA 0.4
Keeney Financial Group Inc
MD 0.4
FFG Partners LLC
FL 0.4
Novapoint Capital LLC
GA 0.4
Adkins Seale Capital Management LLC
LA 0.4
C C Dunnavan & Co Inc
MN 0.4
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