Camden Partners Holdings, LLC
Firm details
- Headquarters
- Owings Mills, Maryland
- CRD number
- 117011
- Registered since
- November 1, 2001
- Website
- www.camdenpartners.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2
Joseph Sherman
Managing PartnerCRD 6175995

Jason Tagler
Managing PartnerCRD 4121753
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Similar firms
Glass Jacobson Wealth Advisors
RIAOwings Mills, MD
American Financial Management, Ltd.
RIAOwings Mills, MD
Prosperity - an Eisneramper Company
RIAOwings Mills, MD
T. Rowe Price Advisory Services, Inc.
RIAOwings Mills, MD
Glassy Mountain Advisors, Inc.
RIABethesda, MD
Cromwell Funds
RIABaltimore, MD