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Cardinal Capital Management, LLC

Four Greenwich Office Park
Greenwich, Connecticut 06831
United States
 
Contact :      Jonathan J Webster, CFA
Phone :       203-863-8994
Fax :             203-861-4112
Email :         jwebster@cardcap.com
Web :           http://www.cardcap.com

Cardinal Capital Management, LLC Information

Type of organization : Limited Liability Company
Total Assets Managed ($Mil) : $3,102
Tax-Exempt Managed ($Mil) : $1,518
Taxable Assets Managed ($Mil) : $1,584
Year Founded : 1995
Wrap Programs Offered? : Yes
# of Accounts Managed : 72
In-House Research : 100 %
Carries liability insurance? : Yes
Errors & Omission Insurance? : Yes
Socially Responsible? : No
Minority Owned? : No
Wrap Program Description  
In $ Thousands
Confidential   $100000
Confidential   $100000

Cardinal Capital Management, LLC History

Cardinal Capital Management, L.L.C. (Cardinal) is a specialist asset manager focused on small and SMID cap equities. The firm was founded in April of 1995 by senior members of the domestic-focused investment team which left the New York City-based family office Deltec Asset Management. During the first six years, Cardinal specialized in two styles of investing: small cap value equity and high yield bonds. In September 2001, Cardinal’s high yield group was “lifted out” by global money management firm AXA Investment Managers. Subsequent to the lift-out, Cardinal continued to be managed by its two founders, Amy Minella and Eugene Fox, as well as Robert Kirkpatrick, CFA, who joined the firm in 2000. In March of 2008, Rachel Matthews, a member of the Cardinal investment team since 2001, was brought into portfolio management meetings and was made a named portfolio manager in early 2009. She joined Amy Minella, Eugene Fox and Robert Kirkpatrick in their dual roles as both portfolio manager and analyst and was made partner at the beginning of 2012. In April 2013, Robert Fields joined the firm as a senior analyst. He had known Cardinal’s portfolio managers for nearly a decade in advance of joining the firm. On January 1, 2014 Amy retired from her duties as a managing partner of the firm. Key to this retirement was a multi-year transition plan to equalize ownership amongst Cardinal’s three managing partners. Testament to the success of the transition process Cardinal put in place, and its communication and execution, is the fact that the firm received $272 million in new account fundings during the fourth quarter of 2013 from both existing consulting relationships and new consulting relationships. On July 1, 2015, Robert Fields was named to the portfolio management team, joining Eugene, Robert and Rachel in their dual roles as portfolio manager and analyst.

Assets by Client Category Professional Categories
Assets   # of Clients Amount ($Mil)  
Individuals/Trusts :
 
Limited Partnership :
 
Foundations :
ERISA :
Unions, Taft-Hartley :
Public :
Others :
Total # of Professional : 17 Analysts : 3
Portfolio Managers : 4 Traders : 2
Client Service : 2 Operation : 6

Cardinal Capital Management, LLC Personnel

Mr.  Jonathan Webster

Marketing Associate
Tel : 203-485-7180
Email: jwebster@cardcap.com

Cardinal Capital Management, LLC Product Name

Small Cap Value Equity Strategy:Privately Managed Accounts
Smid Cap Value Equity:Privately Managed Accounts
Report Created: January,21 2020.  Copyright Money Manager Review , All rights Reserved.
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