DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Cambrian Capital Management, L.L.C.
Latest filing Mar 31, 2026
First filing on the tape Jan 19, 2023 · 5 filings
SEC status approved since Feb 24, 2023
RAUM
$344M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
11
5 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
2
reported on Schedule D
History
5 filings and snapshots on the tape
RAUM$344M as of Mar 31, 2026
Mar 28, 2024$332M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 28, 20240 then
Employees (5.A)11 as of Mar 31, 2026
Mar 28, 202411 then
Private funds2 as of Mar 31, 2026
Mar 28, 20242 then
RAUM +0.0% over the last fiscal yearIARs 0 to 0
Practice profile
derived from the filing of Mar 31, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $115MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +0.0%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-based, otherreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehicles, selection of other advisersreportedItem 5.G
- Custody
- yesreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- has discretionary authority over which securities are bought or sold (8.C.1)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- a related person acts as qualified custodian (9.D.2)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$344M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 3reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- $0 for 0 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=true bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
2 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Cambrian Anchor Capital Partners (Master) Fund I, L.P. | Private Equity Fund | $233M | 182 | Jan 19, 2023 |
| Cambrian Capital Partners (Master) Fund I, L.P. | Private Equity Fund | $98.9M | 123 | Nov 29, 2021 |
Owners and control persons
Schedule A and B, latest filing
- Paxson Charles Keates · Chief Compliance Officer; Management & Investment Committee Membersince 12/2022 · owns less than 5%
- Edith Vanessa Kyranakis · Chief Financial Officersince 09/2023 · owns less than 5%
- Martin Robert Lazaroff · Investment Committee Membersince 12/2022 · owns less than 5%
- Douglas James Mccall · Senior Compliance Officersince 12/2022 · owns less than 5%
- Stuart Jared Weiner · Investment Committee Membersince 12/2022 · owns less than 5%
Entity owners
- Pathstone Intermediate Holdings, LLC · Managing Memberdirect · owns 75% or more
- Kelso Gp Xi, LLC · General Partnerindirect · owns F of Kia Xi (Tailwind) Gp, L.P.
- Kia Xi (Tailwind) Gp, L.P. · General Partnerindirect · owns F of Kia Xi (Tailwind) Investor, L.P.
- Kia Xi (Tailwind) Investor, L.P. · Limited Partnerindirect · owns 25% to 50% of Pathstone Holding, LLC
- Pathstone Holding, LLC · Memberindirect · owns 75% or more of Pathstone Intermediate Holdings, LLC
Related persons
Schedule D 7.A
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Financial planning clients · 0 to 0Mar 28, 2024 to Mar 31, 2025
- Discretionary RAUM · $332M to $344MMar 28, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $332M to $344MMar 28, 2024 to Mar 31, 2025
- RAUM · $332M to $344MMar 28, 2024 to Mar 31, 2025
- Related broker-dealer · true to falseMar 30, 2023 to Mar 28, 2024
- Employees · 10 to 11Mar 30, 2023 to Mar 28, 2024
- Discretionary RAUM · $328M to $332MMar 30, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $328M to $332MMar 30, 2023 to Mar 28, 2024
- RAUM · $328M to $332MMar 30, 2023 to Mar 28, 2024
- Accounts · 0 to 3Jan 19, 2023 to Mar 30, 2023
- Pooled vehicle clients · 2 to 3Jan 19, 2023 to Mar 30, 2023
- Private funds · 1 to 2Jan 19, 2023 to Mar 30, 2023
- Discretionary RAUM · $0 to $328MJan 19, 2023 to Mar 30, 2023
- Pooled vehicle RAUM · $0 to $328MJan 19, 2023 to Mar 30, 2023
- RAUM · $0 to $328MJan 19, 2023 to Mar 30, 2023
Signals
1 dated events
- Cambrian Capital Management, L.L.C. filed its initial SEC registration (Form ADV)Jan 19, 2023 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- Cambrian Capital Management, L.L.C. · Independent Sponsorsshared crd · capital_provider
- Cambrian Capital Management, L.L.C. · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Website
- cambrianpe.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 610-640-9551reportedpublic record, Form ADV, Mar 31, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026