Cambiar Investors
advisor19 known aliases resolved via the canonical alias map
Market position · 2024
Plans served6-3 YoYRank #2123 of mapped providers
Assets under administration$3.2B0.0%Market share · rank #2359
Fees received$609,804Median $74,055/planSum across Schedule C direct + indirect
Net wins YoY-20 won · 2 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical Cambiar Investors plan look like?
Service mix · median fees per plan
Count of plans where Cambiar Investors ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Soft dollars commissions; Investment management fees paid directly by plan; Investment managementCode 28 | 4 | $36,023 | |
Investment management fees paid directly by planCode 51 | 2 | $107,665 |
Competitor overlap
Percent of Cambiar Investors's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under Cambiar Investors.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under Cambiar Investors; not this year.
| Sponsor | To | Assets |
|---|---|---|
NORTHWEST IRONWORKERS RETIREMENT PLAN BOARD OF TRUSTEESWA · 916123688-001 | Welfare & Pension Admin Service Inc. | $708M |
IRONWORKERS DISTRICT COUNCIL OF THE PACI FIELD IRONWORKERS ANNUITY TRUWA · 911342114-002 | Marsh McLennan | $484M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BOT OF IUOE STATIONARY ENGINEERS LOCAL 39 PENSION PLANCA · 946118939-001 | $2.0B | 10,962 | $305,762 | 8y | - |
BOARD OF TRUSTEES OF THE HRSA-ILA PENSION PLANVA · 540506055-001 | $568M | 4,218 | $96,485 | 8y | - |
ROOFERS LOCAL 149 PENSION FUNDMI · 381425819-001 | $334M | 2,553 | $51,625 | 7y | - |
MATSON, INC.CA · 990032630-014 | $242M | 1,859 | $118,844 | 2y | - |
BOARD OF TRUSTEES, FLINT AREA SHEET METAL WORKERS LOCAL 7 ZONE 4MI · 386082372-001 | $62M | 584 | $16,667 | 9y | - |
TEXAS STATE TEACHERS ASSOCIATIONTX · 741316497-001 | $40M | 185 | $20,421 | 9y | - |
Flag exposure
100.0%Market: 89.1%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (19)
Raw Schedule C names collapsed into Cambiar Investors.
- BAILLE GIFFORD OVERSEAS LTD
- BAILLIE GIFFORD ACWI
- BAILLIE GIFFORD INTERNATIONAL, LLC
- CAMBIAR
- CAMBIAR FUNDS
- CAMBIAR INT'L VAL ADR
- CAMBIAR INTERNATIONAL
- CAMBIAR INTERNATIONAL EQUITY
- CAMBIAR INTERNATIONAL VAL
- CAMBIAR INVESTMENT
- CAMBIAR INVESTMENTS
- CAMBIAR INVESTMENTS LLC
- CAMBIAR INVESTOR
- CAMBIAR INVESTORS
- CAMBIAR INVESTORS LLC
- CAMBIAR INVESTORS, INC
- CAMBIAR INVESTORS, LLC
- CAMBIER INVESTORS
- CAMBRIA INVESTORS, LLC
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for Cambiar Investors's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 0 | 0.00% | 1.71% | -1.71 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with Cambiar Investors. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent
Frequent partners by role
Who else shows up on Cambiar Investors's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| Asher Kelly | 1 | 16.7% |
| Ledbetter & Parisi LLC | 1 | 16.7% |
| Weinberg, Roger & Rosenfeld | 1 | 16.7% |
| Willig Williams & Davidson | 1 | 16.7% |
| Woods Rogers Vandeventer Black PLC | 1 | 16.7% |