{ "crd_number": 117011, "slug": "camden-partners-holdings-llc-owings-mills-md-117011", "primary_business_name": "CAMDEN PARTNERS HOLDINGS, LLC", "legal_name": "CAMDEN PARTNERS HOLDINGS, LLC", "dbas": [], "city": "Owings Mills", "state": "MD", "country": "United States", "cbsa_code": "12580", "metro": { "cbsa_code": "12580", "common_name": "Baltimore", "msa_name": "Baltimore-Columbia-Towson, MD", "path": "/advisors/md/baltimore" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2001-11-01", "years_registered": 24, "period": "2026-10-01", "filing_date": "2026-03-25", "carried_forward": false, "raum_total": 369645196.0, "raum_discretionary": 369645196.0, "raum_non_discretionary": 0.0, "raum_band": "100m_500m", "raum_band_label": "$100 million to $500 million", "total_employees": 4, "advisory_employees": 3, "client_count_bucket": null, "clients_by_type": { "pooled_investment_vehicles": { "raum": 369645196.0, "count": 17 } }, "compensation_types": [ "percentage_of_aum", "performance_based" ], "advisory_activities": [ "portfolio_management_pooled_vehicles" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "MD" ], "websites": [ "https://camdenpartners.com", "https://facebook.com/CAMDENPARTNERS", "https://linkedin.com/COMPANY/CAMDEN-PARTNERS", "https://twitter.com/CAMDENPARTNERS1" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/117011", "city_as_filed": "OWINGS MILLS", "url": "https://advisorcensus.com/firm/camden-partners-holdings-llc-owings-mills-md-117011", "display_name": "Camden Partners Holdings, LLC", "summary": "Camden Partners Holdings, LLC is an SEC-registered investment advisory firm in Owings Mills, MD, registered since 2001, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 25, 2026.", "citation": "AdvisorCensus. Camden Partners Holdings, LLC (CRD 117011): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Performance-based fees" ], "advisory_activity_labels": [ "Portfolio management for pooled investment vehicles (other than investment companies)" ], "quick_answers": [ { "q": "How is Camden Partners Holdings, LLC compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Camden Partners Holdings, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure." }, { "q": "Where is Camden Partners Holdings, LLC located?", "a": "Camden Partners Holdings, LLC's principal office is in Owings Mills, MD, according to its Form ADV." }, { "q": "Is Camden Partners Holdings, LLC registered with the SEC or a state?", "a": "Camden Partners Holdings, LLC is an SEC-registered investment advisory firm, registered since 2001. Status as filed: Approved. CRD 117011." }, { "q": "How much does Camden Partners Holdings, LLC manage?", "a": "Camden Partners Holdings, LLC reports $369,645,196 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (100% discretionary)." }, { "q": "How have Camden Partners Holdings, LLC's assets and staff changed since 2021?", "a": "In the Form ADV data for Camden Partners Holdings, LLC: Regulatory assets under management: $394,467,490 in the October 2021 data and $369,645,196 in the October 2026 data, down 6%. Total employees: 12 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Camden Partners Holdings, LLC serve?", "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (17)." }, { "q": "Does Camden Partners Holdings, LLC report any disciplinary disclosures?", "a": "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/117011" }, { "q": "What changed in Camden Partners Holdings, LLC's recent Form ADV filings?", "a": "In the April 2026 filing data: Employees performing advisory functions went from 4 to 3." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 394467490.0, "total_employees": 12, "filing_date": "2021-07-20" }, { "period": "2022-10-01", "regulatory_assets_under_management": 519294380.0, "total_employees": 12, "filing_date": "2022-03-31" }, { "period": "2023-10-01", "regulatory_assets_under_management": 492760314.0, "total_employees": 7, "filing_date": "2023-03-31" }, { "period": "2024-10-01", "regulatory_assets_under_management": 413199179.0, "total_employees": 8, "filing_date": "2024-03-30" }, { "period": "2025-10-01", "regulatory_assets_under_management": 369245218.0, "total_employees": 5, "filing_date": "2025-03-31" }, { "period": "2026-10-01", "regulatory_assets_under_management": 369645196.0, "total_employees": 4, "filing_date": "2026-03-25" } ], "recent_changes": [ { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Employees performing advisory functions went from 4 to 3." ] } ], "fees_from_brochure": null, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/camden-partners-holdings-llc-owings-mills-md-117011.md", "clients": [ { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 17, "fewer_than_5": false, "raum": 369645196.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/117011", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }