Overview
Assets Under Management: $3.3 billion
Headquarters: DENVER, CO
High-Net-Worth Clients: 219
Average Client Assets: $3 million
Frequently Asked Questions
CAMBIAR INVESTORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #115093), CAMBIAR INVESTORS, LLC is subject to fiduciary duty under federal law.
CAMBIAR INVESTORS, LLC is headquartered in DENVER, CO.
CAMBIAR INVESTORS, LLC serves 219 high-net-worth clients according to their SEC filing dated March 31, 2025. View client details ↓
According to their SEC Form ADV, CAMBIAR INVESTORS, LLC offers portfolio management for individuals, portfolio management for businesses, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
CAMBIAR INVESTORS, LLC manages $3.3 billion in client assets according to their SEC filing dated March 31, 2025.
According to their SEC Form ADV, CAMBIAR INVESTORS, LLC serves high-net-worth individuals, businesses, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 219
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 17.45
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 6,627
Discretionary Accounts: 1,269
Non-Discretionary Accounts: 5,358
Regulatory Filings
CRD Number: 115093
Filing ID: 1942200
Last Filing Date: 2025-03-31 07:51:00
Website: https://cambiar.com