SourcingSourcing

CAMBIAR INVESTORS, LLC

B50
CRD 115093·SEC 801-60541·DENVER, CO
AUM
$2.92B
$1B+
Est. Revenue
$29.2M
@ 1% on AUM
Est. EBITDA
$8.8M
@ 30% margin
Est. Deal Value
$70.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CAMBIAR INVESTORS, LLC
CRD
115093
SEC file #
801-60541
EIN
460454087
DBA names
—

Economics

AUM
$2.92B
AUM band
$1B+
AUM trajectory
'20'26
$10.52B → $2.92B▼ -72%
Client mix
Individuals Other5,003
Individuals High Net Worth251
Corporations197
Pension Profit Sharing Plans86
Charitable Organizations65

Operations

Employees (total)
28
Advisory staff (per ADV)
8
Advisory staff (5-yr trend)
'20'26
12 advisors → 8 advisors▼ -33%
Primary office
DENVER CO
Branches
—

Custodian & Brokerage

Primary custodian
Morgan Stanleylow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — investment companiesPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMPerformance-based fees

Filings

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CAMBIAR HOLDINGS, LLLP
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
5
Control Persons
CAMBIAR HOLDINGS, LLLP
BARISH, BRIAN, MITCHELL
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
3
Form 5500 Total Participants
50
Form 5500 Total Compensation
322,429
Form 5500 Compensation Trajectory 3y
2025305,762
202616,667
20240
Form 5500 Plan Count Trajectory 3y
20241
20251
20261
Schedule C Total Compensation
322,429
Schedule C Service Provider Rows
3

SEC EDGAR

Edgar Cik
0001384042
Edgar Registered
Yes
Edgar Filing Count
77
Edgar First Filing Date
2008-02-12
Edgar Last Filing Date
2026-05-14
Edgar 13f Count
74
Edgar 13f Latest AUM Estimate
Filing Date2026-05-14
Accession0001062993-26-002606

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
2
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Morgan Stanley4
E*trade4
Charles Schwab3
Wells Fargo1
Edgar Addresses
Mailing
401 EAST EIGHTH STREET, SUITE 319SIOUX FALLS, SD 57103
Business
401 EAST EIGHTH STREET, SUITE 319SIOUX FALLS, SD 57103
Edgar EIN
460454087
Edgar Recent Filings
13F-HR2026-05-14 · 0001062993-26-002606
13F-HR2026-02-11 · 0001062993-26-000798
Firm Has Custody
No
Mailing Office Differs
No
Trust Company Affiliate
No

People (5)

5
BARISH, BRIAN, MITCHELL
IAR · Executive Officer · 2.5%
2296615
FITZPATRICK, KEVIN, MICHAEL
IAR · Executive Officer · 2.5%
2446018
LAFFRENZEN, ERIN, KATHLEEN
Executive Officer · 2.5%
3129962
NARRACCI, JONATHAN, DAVID
Executive Officer · 2.5%
4203726
JOHN LE
IAR
4858298