# Camden Asset Management

> 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.

- CRD: 106772
- Filed as: CAMDEN ASSET MANAGEMENT
- Legal name: Camden Asset Management L P
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Los Angeles, CA
- Filing period: October 2026
- Form ADV filing dated: June 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/106772
- AdvisorCensus page: https://advisorcensus.com/firm/camden-asset-management-los-angeles-ca-106772

## Quick answers

**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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated March 27, 2026)

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

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Citigroup Global Markets Inc.
- J.P. Morgan Securities LLC
- State Street Bank and Trust Company
- The Bank of New York Mellon

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.

### Regulatory assets under management (Item 5.F)
- Total: $11,165,904,924
- Discretionary: $11,165,904,924
- Non-discretionary: $0

### Clients (Item 5.D)

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

### 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

### Firm details
- Registered since: 1991 (35 years)
- Employees: 19 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, DE, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- camdenasset.com
- camdenassetmanagement.com
- LinkedIn @CAMDEN-ASSET-MANAGEMENT

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $8,859,621,945 | 21 | May 1, 2021 |
| October 2022 | $8,361,798,532 | 21 | July 25, 2022 |
| October 2023 | $7,123,422,074 | 18 | July 28, 2023 |
| October 2024 | $8,573,464,185 | 19 | August 13, 2024 |
| October 2025 | $8,791,878,994 | 19 | March 28, 2025 |
| October 2026 | $11,165,904,924 | 19 | June 23, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $8,791,878,994 to $11,165,904,924 (+27%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Camden Asset Management (CRD 106772): Form ADV filing data as of October 2026.