Cam North America, LLC (New York)

Cam North America, LLC is a large advisory firm based in New York. It manages $64.05 billion of regulatory assets for 198,714 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 47 other states.

Cam North America provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Cam North America: assets under management

The assets under management (AUM) of Cam North America, LLC is $64.05 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -53% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $64.05 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $322.32 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Cam North America, LLC for their services and products based on a percentage of assets under management, fixed fees, 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.

Careers at Cam North America, LLC

Timothy Charles Scheve has been acting as President since 1 Dec 2005. Terrence James Murphy joined the executive team most recently as the Chief Administrative Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Michael Even	Global chief investment officer	1 Aug 2005	Other	2176724
Harry David Cohen	Chief investment officer - u.s. retail and high net worth	1 Aug 2005	Other	49893
Stephen H Hopkins	Chief executive officer and president	1 Aug 2005	Other	4730599
Andrew Thomas Beagley	Chief compliance officer	1 Aug 2005	Other	4606683
Michael Fred Rosenbaum	General counsel	1 Aug 2005	Other	3183252
Anthony Peter Cieszko	Head of u.s. retail and high net worth	1 Aug 2005	Other	1158003
Citigroup Global Markets Holdings Inc	Sole member	1 Aug 2005	75% - 100%	11-2418067
Terrence Murphy	Chief financial officer	1 Aug 2005	Other	5007121
Michael Nmn Even	Global chief investment officer	1 Aug 2005	Other	2176724
Stephen Henry Hopkins	Chief executive officer and president	1 Aug 2005	Other	4730599
Terrence James Murphy	Chief financial officer	1 Aug 2005	Other	5007121
Inc. Legg Mason	Sole member	1 Dec 2005	75% - 100%	52-1200960
Timothy Charles Scheve	Director	1 Dec 2005	Other	1319072
Mark Raymond Fetting	Director	1 Dec 2005	Other	733409
Brian Scott Posner	Chief executive officer	1 Dec 2005	Other	1236037
Peter Lanning Bain	Director	1 Dec 2005	Other	4221890
Barbara Brooke Manning	Chief compliance officer	1 Feb 2006	Other	3198494
Terrence James Murphy	Chief administrative officer	1 Mar 2006	Other	5007121
Brian Scott Posner	President, chief executive officer, co-chief investment officer	1 Mar 2006	Other	1236037
Harry David Cohen	Co-chief investment officer	1 Mar 2006	Other	49893

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Citigroup Inc.	100% shareholder	1 Aug 2005	75% - 100%	52-1568099

Based in New York

The principal office where Cam North America, LLC performs its advisory services is located at 399 Park Avenue, New York, NY 10022, which is also the mailing address of the firm. An additional office of the firm is in San Francisco, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 800-691-6959 or by fax 877-638-5508. The normal business hours are 9:00am-5:00p.m. on Monday - Friday.