Cambiar Investors, LLC (Denver)

Name: Cambiar Investors, LLC
Address: 200 Columbine Street, Denver, CO, 80206
Telephone: 888-673-9950

Cambiar Investors, LLC is a large advisory firm based in Denver. It manages $10.52 billion of regulatory assets for 22,672 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 49 other states.

Cambiar Investors provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Cambiar Investors: assets under management

The assets under management (AUM) of Cambiar Investors, LLC is $10.52 billion. The firm's AUM has grown by 345% since the beginning of its operation, and $184.59 million of the total AUM is attributable to clients outside of the United States.

The firm manages $7.02 billion in discretionary accounts and $3.5 billion in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $778.59 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $256.11 thousand.

Cambiar Investors has custody of $10.1 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Investments

The firm invests in exchange traded securities the most. They account for 89% of the total AUM. The second-largest asset type is investment and business development companies, which make up 7% of the firm’s portfolio. Investments in cash and cash equivalents form 4% of the total invested assets.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Cambiar Investors, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Brian Mitchell Barish serves?

The firm provides services to individuals, insurance companies, investment companies, charitable organizations, high net worth individuals, pooled investment vehicles, corporations or other businesses, pension and profit sharing plans, and state or municipal government entities. The largest group of clients of Brian Mitchell Barish is individuals with 19,952 clients and $3.51 billion of assets under management. Among the 10 most similar advisory firms, Cambiar Investors has the highest percentage of individuals out of all clients.

The amount of regulatory assets under management is $10.52 billion for 22,668 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 2% of the firm’s clients are foreign persons or businesses.

Cambiar Investors doesn't advise any private funds.

Careers at Cambiar Investors, LLC

The company employs 50 people that are either part- or full-time employees. 24 percent of the employees work as investment advisers or researchers. 17 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Brian Mitchell Barish has been acting as President since 1 Jul 2001. Evan Geldzahler joined the executive team most recently as the Chief Legal Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Brian Mitchell Barish	President/chief investment officer	1 Jul 2001	Other	2296615
Nancy Holmes Wigton	Principal/director of marketing	1 Jul 2001	Other	2251150
Cambiar Holdings Lllp	Class a member (managing member)	1 Jul 2001	75% - 100%	84-1600181
Lllp Cambiar Holdings	Class a member (managing member)	1 Jul 2001	75% - 100%	84-1600181
Michael Sigmund Barish	Chairman of oversight board	1 Jul 2001	Other	1786110
Terrell Butz	Executive vice president and secretary	1 Jul 2001	Other	2570974
Lllp Cambiar	Class a member (managing member)	1 Jul 2001	50% - 75%	84-0000000
Inc. (Formerly Cambiar Investors Inc.) Cii	Class b member	1 Jul 2001	25% - 50%	84-0000000
Stuart Kevin Nagode	Oversight board member	1 Jul 2001	Other	4346606
Christine Matteucci Simon	Principal/chief compliance officer	1 Jan 2002	Other	4498586
David Hegger	Oversight board member	1 Jan 2002	Other	4501625
Roderick Van Hostetler	Principal/director of trading	1 May 2004	Other	6175791
Evan Geldzahler	Chief legal officer	1 Jun 2014	Other	6462747

Indirect Owners

The SEC currently registers 3 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Old Mutual (Us) Holdings Inc.	100% shareholder	1 Aug 1990	75% - 100%	04-2714625
Om Group (Uk) Limited	100% shareholder	1 Jan 2003	75% - 100%	foreign
Old Mutual Plc	100% shareholder	1 Jan 2003	75% - 100%	foreign

Based in Denver

The principal office where Cambiar Investors, LLC performs its advisory services is located at 200 Columbine Street, Denver, CO 80206, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 888-673-9950 or by fax 303-302-9051. The normal business hours are 7:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at cambiar.com/.