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CAMBRIA INVESTMENT MANAGEMENT, L.P.
CRD 141600File 801-71786
APPROVED
Retail clients
Filing as of Mar 27, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$3.58B
Top 25% of cohort (national)
Discretionary AUM
$3.58B
Clients
203
203 accounts
Employees
16
Top 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Partnership
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Aug 24, 2010
- Principal office
- 3300 HIGHLAND AVENUE, MANHATTAN BEACH, CA, 90266
- Phone
- 310-683-5500
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $3.58B
- Discretionary AUM
- $3.58B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 203
- Non-discretionary accounts
- 0
- Total accounts
- 203
- AUM per client
- $17.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 20 | $3.55B |
| High net worth individuals | 6 | $8.8M |
| Individuals (other than high net worth individuals) | 177 | $26.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for investment companies
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 13 | 16 | increased by3 |
| Apr 1, 2026 | Clients | 212 | 203 | decreased by9 |
| Apr 1, 2026 | AUM | $2,681,520,398 | $3,581,297,788 | increased by$899,777,390 |
| Apr 1, 2026 | Accounts | 282 | 203 | decreased by79 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 12 | 13 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 246 | 212 | decreased by34 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,211,703,101 | $2,681,520,398 | increased by$1,469,817,297 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 330 | 282 | decreased by48 |
| Apr 1, 2022 | Employees | 7 | 12 | increased by5 |
| Apr 1, 2022 | Clients | 264 | 246 | decreased by18 |
| Apr 1, 2022 | AUM | $878,844,784 | $1,211,703,101 | increased by$332,858,317 |
| Apr 1, 2022 | Accounts | 357 | 330 | decreased by27 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CAMBRIA INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CAMBRIA INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.