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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Interactive Brokers · Morgan Stanley · Pershing · TD Ameritrade · UBS
- Clients
- Retail and Institutional
- Platforms
- Radial northGlacier summit +more
- Established Date
- 01-01-1999
- Office Locations
- 1
Office Locations
About Cambiar Investors, LLC
Cambiar Investors is a Denver-based investment manager using a disciplined Relative Value approach built on its Quality | Price | Discipline (QPD) framework, emphasizing risk management and long-term value creation. The firm runs concentrated equity portfolios across U.S. large cap, SMID, and small cap value, plus international and global equity strategies, offered in mutual funds and separate accounts. Cambiar Funds are distributed by SEI Investments Distribution Co.
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Owner & Executives
BRIAN MITCHELL BARISH
Chief Investment Officer, Director, President
- CRD
- #2296615
- Ownership
- Less than 5%
KEVIN MICHAEL FITZPATRICK
Vice President
- CRD
- #2446018
- Ownership
- Less than 5%
Foundation matrix
Atlas optima
- CRD
- #60956
- Ownership
- 15.5%
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JOHN LE
Director - Marketing & Analytics
- CRD
- #4858298
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,479,183,227 | $1,344,712 |
| Non-Discretionary | $1,444,228,878 | $319,308 |
| Total | $2,923,412,105 | $519,903 |
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Separately Managed Accounts
Total SMA Asset: $2,301,314,190
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $650,158,396 | 21.3% |
| Cash | $918,768,438 | 30.1% |
| Public Funds | $1,483,460,002 | 48.6% |
| Total | $3,052,386,836 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| SUMMIT VITAL EAGLE | ELEMENT CAPITAL | C4RN2GSYK | XSEL | 9.84% | $19,337,288 |
| FRONTIER PRIME | ATLAS HORIZON | 442MMEHX7 | ILDNY | 6.59% | $113,046,406 |
| ZENITH VERTEX FOUNDATION | HORIZON CAPITAL | ID8P0KDBO | BHML | 3.16% | $45,380,871 |
| EAGLE ATLAS FUSION | MERIDIAN GLACIER | DWOVQEXV7 | FRJGE | 5.70% | $29,342,526 |
| UNISON EAGLE | FRONTIER TIMBER | TC1LWKRFR | NRH | 4.15% | $115,855,732 |
| MATRIX PRIME | MOMENTUM ELEMENT | FE87EBMLE | AUN | 8.16% | $109,219,509 |
| SUMMIT SUMMIT HARBOR | EAGLE PATHWAY | AFA8KE4GY | ORL | 0.89% | $33,909,450 |
| HARBOR WAVE | MATRIX EAGLE | HKK7UNQEE | OLJD | 7.15% | $59,094,791 |