A complete list of active advisors currently associated with Cambier Capital, LLC

Warmer can help you find a great advisor at Cambier Capital, LLC or one who fits your needs even better.

2642 Capital, LLC is in the process of registering as an SEC-registered investment adviser and reports $0 in regulatory assets under management as of this filing. The firm offers wealth management and investment management services, family office services for high-net-worth and business-owner clients, and advice regarding unaffiliated private investment funds for a range of clients including individuals (including high-net-worth), trusts, estates, charitable organizations, corporations and other business entities. The firm generally employs a long-term investment approach, constructing portfolios primarily with mutual funds, ETFs, individual stocks and fixed income while using fundamental and technical analysis and a factor framework to tilt between value and growth. Adviser may also hire independent third-party managers, provide initial and ongoing due diligence on private funds (on a non-discretionary basis), and treats cash as an asset class with documented cash-sweep and valuation practices. Noteworthy aspects of the brochure include an explicit family office offering and a stated ability to work with or recommend other advisers and independent managers, together with a role in recommending private investment funds—services that are less common for many pooled-asset managers. The firm also discloses operational features such as procedures to mitigate cash-sweep yield dispersion, a disclosed financial incentive related to encouraging retirement-plan rollovers, and cybersecurity/privacy processes under Regulation S‑P.

To learn more about the advisors currently working at Cambier Capital, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.