CARDINAL CAPITAL MANAGEMENT, L.L.C.

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Adviser Profile

As of Date:

05/03/2024

Adviser Type:

- Large advisory firm

Number of Employees:

15 -11.76%

of those in investment advisory functions:

Registration:

SEC, Approved, 4/27/1995

AUM:

1,469,498,073 -54.63%

of that, discretionary:

1,469,498,073 -54.63%

GAV:

0 -100.00%

Avg Account Size:

4,535,488 4.47%

% High Net Worth:

11.11% -20.37%

SMA’s:

YES

Private Funds:

0 1

Contact Info

203 xxxxxxx

Websites :

Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

Discretionary

Non-discretionary

4B 4B 3B 3B 2B 1B 633M

2015 2016 2017 2018 2019 2020 2021 2022 2023

Recent News

Hostess Brands Inc. Cl A
04/06/2021

Stocks: Real-time U.S. stock quotes reflect trades reported through Nasdaq only; comprehensive quotes and volume reflect trading in all markets and are delayed at least 15 minutes. International ...

Barrons

Cardinal Capital SMID Cap CIT Class A
04/01/2021

markets.businessinsider.com

UPDATE 1-DeepGreen to go public via $2.9 bln SPAC deal
03/04/2021

SPACs are shell companies which raise funds to pursue an acquisition at a later date. It serves as an alternative to a traditional IPO for companies looking to enter public markets. The combined entity will be listed on the New York Stock Exchange after ...

Yahoo Finance

Private Funds

GAV Count

Employees

Brochure Summary

Overview

Cardinal Capital Management, L.L.C. is a Greenwich, Connecticut based SEC registered Investment Adviser that has been in business and registered with the SEC since April 1995. The firm is 100% owned by Managing Partners Eugene Fox, III and Robert B. Kirkpatrick, CFA and Partners, Rachel D. Matthews, Robert Fields, Ross Weissman and retired Managing Partner Amy K. Minella. The Adviser provides advisory services on a discretionary basis to its clients, which include individuals, institutions, registered investment companies and pooled investment vehicles. Clients invest through separately managed accounts, in one of the mutual funds the Adviser is an advisor or sub-advisor on, or in the limited partnership or collective investment trust managed by the Adviser. These value-oriented investment services include investing in U.S. listed equity securities within the small cap and SMID cap categories. Under certain circumstances,

the Adviser may agree to tailor advisory services to the individual needs of clients. Currently, the Adviser tailors its advisory services in the following manner: the Adviser offers customized restrictions for certain accounts that do not wish to invest in certain industries, have specific securities they do not want to own or have other account specific restrictions they may wish to have applied to their account. The Adviser participates in wrap fee programs as portfolio manager. The Adviser may also participate in model-based Managed Accounts Programs. In such programs, the Adviser shall provide the Program Sponsor non-discretionary investment advice through model portfolios. As of December 31, 2022, the Adviser had $3,238,833,400 client assets under management on a discretionary basis. Additionally, through unified managed accounts (UMAs), the Adviser provided advice on $521,372,850 of assets under advisement.