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 an SEC-registered investment adviser (registered in 2005) that operates as a hedge-fund manager and commodity-related operator. It targets institutional clients and provides portfolio management for investment companies, pooled investment vehicles and businesses or institutions. The firm charges both a percentage-of-AUM fee and performance-based fees, and it performs CPO/CTA-style activities while also acting as sponsor and GP/manager of pooled vehicles. Ownership is described as a mix of a domestic entity and individuals. The firm does not characterize itself as an ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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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

    Kevin Cole

    Chief Executive OfficerCRD 2910759

  • John Radle

    John Radle

    Chief Operating OfficerCRD 2046095

Contacts

2 of 2
  • Thomas Lloyd

    Thomas Lloyd

    General CounselCRD 4001249

  • Philippe Pradel

    Deputy General CounselCRD 7327304

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth