AdvisorCensus by AdvisorSEO Max

AdvisorCensus / Financial advisors / California / Los Angeles / Camden Asset Management

Camden Asset Management

Los Angeles, CASEC-registered investment adviserCRD 106772

Filed as CAMDEN ASSET MANAGEMENT · Legal name Camden Asset Management L P

Camden Asset Management is an SEC-registered investment advisory firm in Los Angeles, CA, registered since 1991, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated June 23, 2026.

35 years
registered since 1991
$11,165,904,924
assets under management
2 arrangements
Percentage of assets, Performance-based
None
disclosure items (Item 11)

Quick answers

From the filing

How is Camden Asset Management compensated?

On its Form ADV (Item 5.E, October 2026), Camden Asset Management reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

What does Camden Asset Management's brochure say about its fees?

Its Form ADV Part 2A brochure dated March 27, 2026 states: Asset-based fee: up to 1% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.

Where is Camden Asset Management located?

Camden Asset Management's principal office is in Los Angeles, CA, according to its Form ADV.

Is Camden Asset Management registered with the SEC or a state?

Camden Asset Management is an SEC-registered investment advisory firm, registered since 1991. Status as filed: Approved. CRD 106772.

How much does Camden Asset Management manage?

Camden Asset Management reports $11,165,904,924 in regulatory assets under management in its Form ADV filing dated June 23, 2026 (100% discretionary).

How have Camden Asset Management's assets and staff changed since 2021?

In the Form ADV data for Camden Asset Management: Regulatory assets under management: $8,859,621,945 in the October 2021 data and $11,165,904,924 in the October 2026 data, up 26%. Total employees: 21 in October 2021 and 19 in October 2026. Assets under management move with markets as well as with clients coming and going.

What types of clients does Camden Asset Management serve?

By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (14); pension and profit sharing plans (but not the plan participants or government pension plans) (2); corporations or other businesses not listed above (1).

Which custodians does Camden Asset Management use?

Camden Asset Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Citigroup Global Markets Inc., J.P. Morgan Securities LLC, State Street Bank and Trust Company and The Bank of New York Mellon as custodians holding 10% or more of its separately managed account assets.

Does Camden Asset Management report any disciplinary disclosures?

Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/106772

What changed in Camden Asset Management's recent Form ADV filings?

In the April 2026 filing data: Regulatory assets under management went from $8,791,878,994 to $11,165,904,924 (+27%).

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E
  • A percentage of assets under your management
  • Performance-based fees

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Fees and minimums

Form ADV Part 2A

Asset-based fee: up to 1% of assets a year (the maximum the brochure states)

The brochure's wording
The maximum annual management fee is 1% of a client’s total assets; however, Camden, from time to time, negotiates its fee.

As stated in the firm's Form ADV Part 2A brochure dated March 27, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site

Regulatory assets under management

Item 5.F
$11,165,904,924

$11,165,904,924 as of October 2026, filing dated June 23, 2026.

Discretionary: $11,165,904,924.Non-discretionary: $0.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D
Pooled investment vehicles (other than investment companies and business development companies)
Clients 14 Assets $7,356,742,258 (66%)
Pension and profit sharing plans (but not the plan participants or government pension plans)
Clients 2 Assets $1,603,622,257 (14%)
Corporations or other businesses not listed above
Clients 1 Assets $2,205,540,409 (20%)

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients

Registration and firm details

Items 1, 2, 5
Legal name
Camden Asset Management L P
Registration
SEC-registered investment adviser. Status as filed: Approved.
Registered since
1991 (35 years)
Employees
Total: 19. Performing investment advisory functions: 5.
Wrap fee program participation
No.
Custodians (Schedule D, Section 5.K(3))

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

States registered or notice-filed
3 states or jurisdictions
CADENY

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

Disclosures

Item 11

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Assets and staff over time

Items 5.A, 5.F
$8.86B 2021 $8.36B 2022 $7.12B 2023 $8.57B 2024 $8.79B 2025 $11.2B 2026
Data periodAssets under managementEmployeesFiling dated
October 2026$11,165,904,92419June 23, 2026
October 2025$8,791,878,99419March 28, 2025
October 2024$8,573,464,18519August 13, 2024
October 2023$7,123,422,07418July 28, 2023
October 2022$8,361,798,53221July 25, 2022
October 2021$8,859,621,94521May 1, 2021

Regulatory assets under management: $8,859,621,945 in the October 2021 data and $11,165,904,924 in the October 2026 data, up 26%.

Total employees: 21 in October 2021 and 19 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

Changes in the filing

Last 12 months
  1. April 2026
    • Regulatory assets under management went from $8,791,878,994 to $11,165,904,924 (+27%).

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I
camdenasset.comcamdenassetmanagement.com

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. Camden Asset Management (CRD 106772): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/camden-asset-management-los-angeles-ca-106772