9AT: CARDINAL CAPITAL MANAGEMENT, L.L.C.

Adviser Profile

As of Date	01/08/2025
Registration status	Terminated
ADV Location	GREENWICH, CT, United States
Contact Info	203 xxxxxxx
Websites

AUM^*	386,263,987 -74%
of that, discretionary	386,263,987 -74%
Number of Employees	13 -13%
of those in investment advisory functions	7
Private Fund GAV^*	0
Avg Account Size	1,514,761 -67%
% High Net Worth	14.29% 29%
SMA’s	Yes
Private Funds	0

Adviser Type

- Large advisory firm

Client Types

- High net worth individuals
- Investment companies
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- Other investment advisers

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser QUINBROOK INFRASTRUCTURE PARTNERS LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund9.0b	Total Private Fund GAV9.0b	AUM9.0b	#Funds23
Adviser 360 ONE PORTFOLIO MANAGERS LIMITED	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund10.5m	Total Private Fund GAV10.5m	AUM3.6b	#Funds3
Adviser STABLE ASSET MANAGEMENT LP	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund1.2b	Total Private Fund GAV1.2b	AUM4.6b	#Funds12
Adviser WILLIS INVESTMENT COUNSEL INC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund205.2m	Total Private Fund GAV205.2m	AUM4.2b	#Funds3
Adviser BARON CAPITAL MANAGEMENT, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund7.2b	Total Private Fund GAV7.2b	AUM10.8b	#Funds7
Adviser GRANAHAN INVESTMENT MANAGEMENT LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM2.4b	#Funds-
Adviser MATTER FAMILY OFFICE	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund151.0m	Total Private Fund GAV151.0m	AUM3.8b	#Funds1
Adviser FRANKLIN STREET ADVISORS INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund154.3m	Total Private Fund GAV154.3m	AUM4.5b	#Funds7
Adviser UBS REALTY INVESTORS LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund2.3b	Total Private Fund GAV2.3b	AUM2.3b	#Funds4
Adviser KBI GLOBAL INVESTORS (NORTH AMERICA) LTD	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund367.7m	Total Private Fund GAV367.7m	AUM1.7b	#Funds2

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, Partners Rachel D. Matthews and Robert Fields, 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 to, or the 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 a 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 April 30, 2024, the Adviser had $1,469,498,073 client assets under management on a discretionary basis. Additionally, through unified managed accounts (UMAs), the Adviser provided advice on $43,254,628 of assets under advisement as of May 1, 2024.

CARDINAL CAPITAL MANAGEMENT, L.L.C.

CARDINAL CAPITAL MANAGEMENT, L.L.C.

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

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CARDINAL CAPITAL MANAGEMENT, L.L.C. CARDINAL CAPITAL MANAGEMENT, L.L.C.

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

CARDINAL CAPITAL MANAGEMENT, L.L.C.

CARDINAL CAPITAL MANAGEMENT, L.L.C.