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.