CAMPBELL & COMPANY INVESTMENT ADVISER LLC

RIASEC RegisteredEst. 2005
Total AUM
$4.3B
Discretionary
$4.3B
100% of AUM
Avg account
$395M
Accounts
11
Employees
68
Advisory reps
4

Firm details

Headquarters
BALTIMORE, Maryland
CRD number
134332
Registered since
May 6, 2005
Custodians
MORGAN STANLEY & CO. LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Investment Companies44.36%
  • Pooled Investment Vehicles30.35%
  • Other25.29%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Campbell & Company Investment Adviser LLC is a SEC-registered hedge fund adviser that has been operating since 2005. The firm serves primarily institutional clients and charges a mix of asset-based fees and performance-based fees consistent with hedge fund economics. It functions in multiple roles around pooled vehicles — acting as a CPO/CTA and as sponsor/GP or managing member of funds — and provides portfolio management for investment companies, pooled investment vehicles, and businesses or institutions. The firm does not position itself as a capital allocator and indicates it is not an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Cash & Cash Equivalents 97%, Derivatives 3%97%
  • Cash & Cash Equivalents97%
  • Derivatives3%

Owners & executives

2 of 2
  • KEVIN COLE

    Chief Executive OfficerCRD 2910759

  • JOHN RADLE

    Chief Operating OfficerCRD 2046095

Contacts

2 of 2
  • THOMAS LLOYD

    General CounselCRD 4001249

  • PHILIPPE PRADEL

    Deputy General CounselCRD 7327304

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

BALTIMORE, MD

BALTIMORE CITY

Location

BALTIMORE, MD

Headquartered in BALTIMORE, 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 CITY
Address
2850 Quarry Lake Dr
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth