Cambiar Investors, Llc
- Regulatory AUM
- $2.9B
- Discretionary
- $1.5B
- Clients
- 5,622
- Avg AUM / client
- $520K
- Accounts
- 5,623
- Employees
- 28
AUM over time
Annual snapshots from Form ADV filings · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 5,003 | $1.2B | 41.3% |
| High net worth individuals | 251 | $624M | 21.3% |
| Investment companies | 7 | $622M | 21.3% |
| Pension and profit sharing plans | 86 | $133M | 4.54% |
| Charitable organizations | 65 | $93.4M | 3.19% |
| State or municipal government entities | 13 | $79.6M | 2.72% |
| Insurance companies | Fewer than 5 clients | $389K | 0.01% |
| Corporations and other businesses | 197 | $165M | 5.65% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Roofers Local 149 Pension Fund Roofers Local 149 Pension Fund | 2024 | |
| Flint Area Sheet Metal Workers Local 7 4 Pension Fund Board Of Trustees, Flint Area Sheet Metal Workers Local 7 Zone 4 | 2024 | |
| Iuoe Stationary Engineers Local 39 Pension Plan Bot Of Iuoe Stationary Engineers Local 39 Pension Plan | 2024 |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Brian Mitchell Barish | President/Chief Investment Officer | CFA | Jul 2001 (25y) | ≈ 56.25% – 100% via Cambiar Holdings, Lllp |
| Simon, Christine, Matteucci | Executive Director | Jan 2002 (25y) | Less than 5% | |
| Hostetler, Roderick, Van | Director/Director Of Trading | May 2004 (22y) | Less than 5% | |
| Geldzahler, Evan | Chief Legal Officer | Jun 2014 (12y) | Less than 5% | |
| Laffrenzen, Erin, Kathleen | Chief Compliance Officer | Jan 2023 (4y) | Less than 5% | |
| Kevin Michael Fitzpatrick | Registered representative | Mar 2007 (19y) | ||
| John Le | Registered representative | Oct 2007 (19y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Cambiar Holdings, Lllp | Class A Member (Managing Member) | Jul 2001 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Brian Mitchell Barish: 75% – 100% of Cambiar Holdings, Lllp × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (3)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Roofers Local 149 Pension Fund | Roofers Local 149 Pension Fund | 1,102 | $334M | 06/01/2024 |
| Flint Area Sheet Metal Workers Local 7 4 Pension Fund | Board Of Trustees, Flint Area Sheet Metal Workers Local 7 Zone 4 | 203 | $61.8M | 05/01/2024 |
| Iuoe Stationary Engineers Local 39 Pension Plan | Bot Of Iuoe Stationary Engineers Local 39 Pension Plan | 4,997 | $2.0B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 1.02 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Morgan Stanley $1.4B (49% of AUM) Mar 2026
- UBS $380M (13% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗