Advisor at Cambiar Investors, LLC
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Firm
Cambiar Investors, LLC
Location
Denver, CO 80206
Credentials
Series 63, Series 65
Industry experience
29 years
Kevin Fitzpatrick is an investment advisor representative at Cambiar Investors, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cambiar Investors and Foreside Fund Services since 2006. Fitzpatrick serves as Director of Institutional Sales, primarily interacting with institutional consultants. Cambiar Investors provides discretionary investment management to a diverse client base including mutual funds, pension plans, endowments, and public entities. The firm employs an analyst-led, fundamental relative-value approach focused on quality, valuation, and asymmetric risk-reward, managing roughly $3.25 billion across more than 6,600 clients.
Based on Cambiar Investors, LLC
$0+: 0.35% to 1.00% annually (negotiable for Separate Accounts) $50,000 - $250,000: Minimum initial investment range for Wrap fee programs determined by sponsor $250,000+: Minimum initial investment generally required for Wrap fee clients with directed brokerage agreements $0+: 0.25% to 1.0% annually (negotiated fee range received for SMA/UMA/model portfolios) $0+: 0.40% to 0.75% annually for Cambiar Investors Collective Investment Trust $0+: 0.50% to 1.0% annually for Private Fund(s), depending on class or tranche
Up to 20% incentive allocation (performance-based fee) on net profits for Private Fund(s), subject to loss recovery or hurdle rate
Account minimum: $5,000,000 Fee-only: Advisory fees charged as percentage of AUM, no commissions charged by firm itself
200 Columbine Street, Suite 800
Denver, CO 80206
Colorado · Texas
Foreside Fund Services, LLC
2006 - Present (20 years)
Cambiar Investors, LLC
2006 - Present (20 years)
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Bank
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Real estate agent
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Other specialized services
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