CAMPBELL GLOBAL

RIASEC RegisteredEst. 2000
Total AUM
$7B
Discretionary
$2.7B
38% of AUM
Avg account
$351M
Accounts
20
Employees
144
Advisory reps
6

Firm details

Headquarters
PORTLAND, Oregon
CRD number
111944
Registered since
July 17, 2000
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pension & Profit Sharing Plans40.19%
  • Pooled Investment Vehicles25.03%
  • State / Municipal Government23.23%
  • Corporations / Businesses9.25%
  • Banking / Thrift Institutions2.14%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Campbell Global is a privately organized investment adviser operating as a limited liability company and registered with the SEC since 2000. It positions itself as an institutional-focused manager classified in FINTRX as a hedge fund, but its advisory activities extend to portfolio management for pooled investment vehicles and for businesses or institutions. The firm reports an ESG program and uses a mix of fee arrangements (percentage of AUM, performance-based fees and other structures), indicating flexibility in client billing and incentive alignment. Campbell Global’s operational footprint includes a range of industry roles and licenses that support multi-product activity: brokerage and dealer functions, swap dealing, commodity and futures activity (CPO/CTA, FCM), trust and banking affiliations, insurance company relationships, and sponsor/manager roles for pooled vehicles. Those affiliations suggest the firm can originate, sponsor and manage both listed and private strategies across asset classes.

Assets & Accounts

Public Holdings

Investments & Alternatives

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: Non-Exchange Traded Equities 99%, Cash & Cash Equivalents 1%99%
  • Non-Exchange Traded Equities99%
  • Cash & Cash Equivalents1%

Owners & executives

2 of 2
  • JOHN GILLELAND

    Chief Executive OfficerCRD 4377683

  • JOHN MILLER

    Chief Compliance OfficerCRD 6790494

Contacts

3 of 4
  • DAVID RUMKER

    Managing DirectorCRD 4377687

  • ANGELA DAVIS

    PresidentCRD 6177951

  • STANLEY RENECKER

    Managing Director of AcquisitionsCRD 4377685

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

PORTLAND, OR

MULTNOMAH

Location

PORTLAND, OR

Headquartered in PORTLAND, OR, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.

Metro area
Portland-Vancouver-Salem, OR-WA
Region
West
County
MULTNOMAH
Address
1300 SW 5th Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth