Campbell & Company Investment Adviser LLC (Baltimore)
Campbell & Company Investment Adviser LLC is a large advisory firm based in Baltimore. It manages $286.32 million of regulatory assets for 9 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Maryland.
Campbell & Company Investment Adviser provides portfolio management for investment companies, 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 & Company Investment Adviser: assets under management
The assets under management (AUM) of Campbell & Company Investment Adviser LLC is $286.32 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 1030% since the beginning of its operation, and $149.43 million of the total AUM is attributable to clients outside of the United States.
Investments
The firm invests in cash and cash equivalents the most. They account for 92% of the total AUM. The second-largest asset type is derivatives, which make up 8% of the firm’s portfolio.Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Campbell & Company Investment Adviser LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
What kind of clients Michael Seth Harris serves?
The firm provides services to investment companies and pooled investment vehicles. The largest group of clients of Michael Seth Harris is pooled investment vehicles with 6 clients and $274.83 million of assets under management. Among the 8 most similar advisory firms, Campbell & Company Investment Adviser has the 2nd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $274.83 million for 8 clients. 55% of the firm’s clients are foreign persons or businesses.
Campbell & Company Investment Adviser also advises several private funds. Namely, six hedge funds. The minimum investment commitment required of non-related persons ranges from $250,000 to $500,000.
Careers at Campbell & Company Investment Adviser LLC
The company employs 84 people that are either part- or full-time employees. 43 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There are 3 people with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Michael Seth Harris has been acting as President since 1 Nov 2012. Gabriel Allen Morris joined the executive team most recently as the Chief Operating Officer.
Direct owners and executive officers
Indirect Owners
The SEC currently registers 8 indirect owners.Based in Baltimore
The principal office where Campbell & Company Investment Adviser LLC performs its advisory services is located at 2850 Quarry Lake Drive, Baltimore, MD 21209, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 410-413-2600 or by fax 410-413-2572. The normal business hours are 8:30 am - 5:00 pm et on Monday - Friday.
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