Camden Partners Holdings, LLC is a large advisory firm based in Baltimore. It manages $597.68 million of regulatory assets for 23 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Delaware and Maryland.
Camden Partners Holdings provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Camden Partners Holdings, LLC is $597.68 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 396% since the beginning of its operation, and $18.14 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has a single stream of revenue. Clients pay Camden Partners Holdings, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Camden Partners Holdings is pooled investment vehicles with 23 clients and $597.68 million of assets under management. Among the 7 most similar advisory firms, Camden Partners Holdings has the highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $597.68 million for 23 clients. 13% of the firm’s clients are foreign persons or businesses.
Camden Partners Holdings also advises several private funds. Namely, twenty private equity funds and three venture capital funds. The minimum investment commitment required of non-related persons ranges from $50,000 to $1,000,000.
The company employs 17 people that are either part- or full-time employees. 71 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Camden Partners Holdings, LLC performs its advisory services is located at 500 East Pratt Street, Baltimore, MD 21202, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 410-878-6800 or by fax 410-878-6850. The normal business hours are 9 a.m. - 5 p.m. on Monday - Friday. You can find more information about the New York firm at camdenpartners.com/.