CAMDEN PARTNERS HOLDINGS, LLC

RIASEC RegisteredEst. 2001
Total AUM
$370M
Discretionary
$370M
100% of AUM
Avg account
$21.7M
Accounts
17
Employees
4
Advisory reps
2

Firm details

Headquarters
OWINGS MILLS, Maryland
CRD number
117011
Registered since
November 1, 2001
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Camden Partners Holdings, LLC is an SEC-registered manager (since 2001) structured as an LLC that operates primarily as a private equity and venture capital fund sponsor and manager. The firm focuses on managing pooled investment vehicles for institutional clients and serves as a sponsor, general partner and managing member for those vehicles. Its compensation model combines a percentage-of-assets fee with performance-based fees. Camden does not position itself as a capital allocator to outside managers and is not described as an active ESG investor or a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

2 of 2
  • JOSEPH SHERMAN

    Managing PartnerCRD 6175995

  • JASON TAGLER

    Managing PartnerCRD 4121753

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

OWINGS MILLS, MD

BALTIMORE

Location

OWINGS MILLS, MD

Headquartered in OWINGS MILLS, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
BALTIMORE
Address
9914 Reisterstown Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth