Cambiar Investors, LLC
Registered investment adviser · Denver, CO · CRD #115093
Form ADV data as of 2026-09-01Regulatory assets
$2.92 billion
Total accounts
5,623
Employees
28
Disclosure events
0
Firm details
- Website: https://www.cambiar.com
- Telephone: 888-673-9950
- SEC file number: 801-60541
- Most recent Form ADV filing: 2026-08-03
- SEC record: View this firm on the SEC's IAPD site
Disciplinary disclosures
This firm answered No to every Item 11 disciplinary question on its most recent Form ADV filing.
Assets and accounts
| Provides continuous and regular supervisory or management services | Yes |
| Discretionary regulatory assets under management | $1.48 billion |
| Non-discretionary regulatory assets under management | $1.44 billion |
| Total regulatory assets under management | $2.92 billion |
| Discretionary accounts | 1,100 |
| Non-discretionary accounts | 4,523 |
| Total accounts | 5,623 |
| Regulatory assets under management attributable to non-U.S. persons | $40.6 million |
People
| Total employees (excluding clerical) | 28 |
| Employees performing investment advisory functions (including research) | 8 |
| Employees who are registered representatives of a broker-dealer | 3 |
| Employees registered as investment adviser representatives with a state | 3 |
| Employees registered as IARs for another investment adviser | 0 |
| Employees who are licensed insurance agents | 0 |
| Firms or persons who solicit advisory clients on the firm's behalf | 0 |
Custody
| Has custody of client cash or bank accounts | Yes |
| Has custody of client securities | Yes |
| Client funds and securities held in the firm's custody | $318.0 million |
| Clients for whom the firm has custody | 1 |
| A related person has custody of client cash or bank accounts | Yes |
| A related person has custody of client securities | Yes |
| Client funds and securities held in a related person's custody | $318.0 million |
| Clients for whom a related person has custody | 1 |
| The firm acts as a qualified custodian | No |
| A related person acts as a qualified custodian | No |
| Number of persons acting as qualified custodians for the firm's clients | 1 |
How the firm is compensated
Advisory services offered
Affiliated related persons
Reported conflicts of interest
Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:
- Buys or sells for itself securities it also recommends to clients
- Recommends securities in which it has another proprietary interest
- Recommends brokers or dealers to clients
- Receives soft dollar benefits
Client types
| Type of client | Clients | Assets |
|---|---|---|
| Individuals (other than high net worth individuals) | 5,003 | $1.21 billion |
| High net worth individuals | 251 | $624.1 million |
| Investment companies | 7 | $622.1 million |
| Pension and profit sharing plans (not the participants or government plans) | 86 | $132.8 million |
| Charitable organizations | 65 | $93.4 million |
| State or municipal government entities (including government pension plans) | 13 | $79.6 million |
| Insurance companies | Not reported | $388,998 |
| Corporations or other businesses not listed above | 197 | $165.1 million |