Investment adviser · CRD 133760
CAMBRIA CAPITAL LLC
Investment adviser filing (IA)
CAMBRIA CAPITAL, LLC
SALT LAKE CITY, UT, United States · Form ADV filed Dec 24, 2019
- Regulatory AUM
- $11.1M Form ADV · Item 5.F
- Client accounts
- 158 Accounts, not individual clients
- Employees
- 17 Reported in this filing
- Advisory professionals
- 7 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 156 | $9,762,449 | 88.0% |
| Retirement plans | Fewer than 5 | $1,332,072 | 12.0% |
Filing source
Form ADV 1362250 · Dec 24, 2019 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Dec 24, 2019. View historical filings
Reported services
Individual portfolio management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets
Principal office
488 E. WINCHESTER STREET, SUITE 200SALT LAKE CITY, UT, 84107, United States
CRD 133760
Filing source
Form ADV 1362250 · Dec 24, 2019 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.