The Campbell Group, LLC (Portland)
The Campbell Group, LLC is a large advisory firm based in Portland. It manages $6.29 billion of regulatory assets for 78 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdiction of Oregon.
The Campbell Group provides portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, publication of newsletters, and timberland investment and management. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The Campbell Group: assets under management
The assets under management (AUM) of The Campbell Group, LLC is $6.29 billion. The firm's AUM has grown by 47% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
Fees & Commissions
The advisory firm has several streams of revenue. Clients pay The Campbell Group, 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.
Careers at The Campbell Group, LLC
Joseph Duncan Campbell has been acting as President since 1 Feb 2000. Aidan John Riordan joined the executive team most recently as the Director Of The Campbell Group, Inc..
Direct owners and executive officers
Indirect Owners
The SEC currently registers 3 indirect owners.Based in Portland
The principal office where The Campbell Group, LLC performs its advisory services is located at One Sw Columbia Ste 1700, Portland, OR 97258, 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 to 5:00 p.m. pst on Monday - Friday. You can find more information about the New York firm at www.campbellgroup.com.
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