Wealth manager, independent · Denver, CO
Cambiar Investors, LLC
SEC-registered investment adviser · CRD 115093 · SEC 801-60541
At a glance
Cambiar Investors, LLC is an SEC-registered investment adviser based in Denver, Colorado, with $2.9 billion in regulatory assets under management as of its Form ADV filed August 3, 2026. Its largest client group by assets is individuals, and it reports 5,254 individual clients. By Form ADV it is a wealth manager, ranked 538th of 8,915 wealth managers and 2,873rd of 17,210 SEC-registered advisers by assets.
Main office 888-673-9950cambiar.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $2.9B
- Rank among wealth managers
- #538 of 8,915
- Rank among all SEC RIAs
- #2,873 of 17,210
- Rank in Colorado
- #35 of 359
- Individual clients
- 5,254
- High-net-worth clients
- 251
- Accounts
- 5,623
- Discretionary
- 51% of AUM
- Employees
- 28
- Advisory staff
- 8
- Offices
- 1
Owners and executives on its Form ADV
- Brian M. BarishPresident/chief Investment Officer
- Erin K. LaffrenzenChief Compliance Officer
- Kevin M. FitzpatrickExecutive Director - Institutional Sales & Client Service
- Jonathan D. NarracciDirector - Trading
Custody and brokerage
Broker-dealer
Hybrid RIA
Cambiar Investors, LLC is a hybrid RIA: 3 of its employees are also registered representatives of a broker-dealer.
Its Form ADV brochure (filed March 2026) names Foreside Fund Services, an unaffiliated broker-dealer, as the broker-dealer its advisers are registered with.
Certain Cambiar employees are registered representatives of Foreside Fund Services, LLC (“Foreside ”), an unaffiliated broker-dealer registered with the Financial Industry Regulatory Authority (“FINRA”).
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Individuals | 5,003 | $1.2B | 41% |
| High-net-worth individuals | 251 | $624M | 21% |
| Investment companies | 7 | $622M | 21% |
| Corporations or other businesses | 197 | $165M | 6% |
| Pension and profit sharing plans | 86 | $133M | 5% |
| Charitable organizations | 65 | $93M | 3% |
| State or municipal government entities | 13 | $80M | 3% |
| Insurance companies | – | $0M | <1% |
Private funds
Cambiar Investors, LLC reports 1 private funds with $318M in gross assets: hedge funds (Form ADV Item 7.B).
Disciplinary disclosures
Cambiar Investors, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗cambiar.com ↗
AtlasMembers
The full record on Cambiar Investors, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
- Locked
- Growth over one, three and five years
- Locked
- Rank against 1,391 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 4 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 3Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Cambiar Investors, LLC manage?
Cambiar Investors, LLC reports $2.9 billion in regulatory assets under management across 5,623 accounts, 51% of it on a discretionary basis, on its Form ADV filed August 3, 2026.
What kind of firm is Cambiar Investors, LLC?
Cambiar Investors, LLC is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Cambiar Investors, LLC’s clients?
By assets, its largest client types are individuals ($1.2 billion, 5,003 clients); high-net-worth individuals ($624 million, 251 clients); investment companies ($622 million, 7 clients).
Does Cambiar Investors, LLC manage private funds?
Yes. It reports 1 private funds with $318 million in gross assets, including hedge funds.
Does Cambiar Investors, LLC have any disciplinary history?
Cambiar Investors, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Cambiar Investors, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-08-03), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →