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| Cardinal Capital Management LLC
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|---|---|
| CRD # | 109824 |
| SEC # | 801-49090 |
| CIK # | 0001518235, 0001434845 |
| AUM | $3.2 BB (2023-03-24) |
| Employees | 17 (41% Investors, 12% Brokers) |
| Phone | 203-863-8990 |
| Address | Four Greenwich Office Park Greenwich, CT 06831 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| JNJ | 465.6 | 0.0 | |
| MSFT | 1,918.2 | 0.0 | |
| LLY | 301.8 | 0.0 | |
| AAPL | 2,382.8 | 0.0 | |
| XOM | 385.5 | 0.0 | |
| DE | 94.5 | 0.0 | |
| COST | 207.6 | 0.0 | |
| ITW | 57.0 | 0.0 | |
| ADP | 89.4 | 0.0 | |
| GIS | 42.3 | 0.0 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| Other | Cardinal Mid-Cap Value Equity Partners LP | [2012-03-30] | 2.8 | 2.5 |
| Other | Cardinal Value Equity Partners LP | [2012-03-30] | 67.4 | 44.5 |
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 6 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 4 | 0.9 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 3 | 0.3 |
| (g) Pension and profit sharing plans | 14 | 1.1 |
| (h) Charitable organizations | 10 | 0.4 |
| (i) State or municipal government entities | 2 | 0.2 |
| (j) Other investment advisers | 4 | 0.4 |
| (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 | 43 | 3.2 |
| By Discretionary | ||
| Discretionary | 43 | 3.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 43 | 3.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 3.1 | |
| Total | 43 | 3.2 |
| Limited Partners | 2011 - 2023 |
|---|---|
| New York State and Local Retirement System | |
| Teachers' Retirement System of the City of New York |
| Form D Directors | # Filings | # Firms | 2011 - 2023 |
|---|---|---|---|
| Robert Kirkpatrick | 2 | ||
| Cardinal Capital Management LLC | 2 | ||
| Amy Minella | 2 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001434845] | |
| 13F-HR | [0001518235] |
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