Campbell Global, LLC (Portland)

Campbell Global provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Campbell Global: assets under management

The assets under management (AUM) of Campbell Global, LLC is $3.87 billion. The firm's AUM has grown by 1% since the beginning of its operation, and $1.35 billion of the total AUM is attributable to clients outside of the United States.

The firm manages $1.21 billion in discretionary accounts and $2.66 billion in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $241.75 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $442.85 million.

Campbell Global has custody of $866.08 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Investments

The firm invests in non-exchange traded securities the most. They account for 97% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 3% of the firm’s portfolio.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Campbell Global, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Campbell Global serves?

The only and largest group of clients of Campbell Global is pooled investment vehicles with 4 clients and $1.27 billion of assets under management. Among the 8 most similar advisory firms, Campbell Global has the 4th lowest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $1.27 billion for 4 clients. 45% of the firm’s clients are foreign persons or businesses.

Campbell Global also advises several private funds. Namely, four hedge funds. The minimum investment commitment required of non-related persons ranges from $0 to $5,000,000.

Careers at Campbell Global, LLC

The company employs 163 people that are either part- or full-time employees. 21 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Indirect Owners

The SEC currently registers 8 indirect owners.

Based in Portland

The principal office where Campbell Global, LLC performs its advisory services is located at One S.W. Columbia Ste 1700, Portland, OR 97258 2039, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 503-275-9675 or by fax 503-275-9667. The normal business hours are 8:00 a.m - 5:00 p.m. pt on Monday - Friday. You can find more information about the New York firm at campbellgroup.com.

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