# Camden Partners Holdings, LLC

> 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.

- CRD: 117011
- Filed as: CAMDEN PARTNERS HOLDINGS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Owings Mills, MD
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/117011
- AdvisorCensus page: https://advisorcensus.com/firm/camden-partners-holdings-llc-owings-mills-md-117011

## Quick answers

**How is Camden Partners Holdings, LLC compensated?**
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.

**Where is Camden Partners Holdings, LLC located?**
Camden Partners Holdings, LLC's principal office is in Owings Mills, MD, according to its Form ADV.

**Is Camden Partners Holdings, LLC registered with the SEC or a state?**
Camden Partners Holdings, LLC is an SEC-registered investment advisory firm, registered since 2001. Status as filed: Approved. CRD 117011.

**How much does Camden Partners Holdings, LLC manage?**
Camden Partners Holdings, LLC reports $369,645,196 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (100% discretionary).

**How have Camden Partners Holdings, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Camden Partners Holdings, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (17).

**Does Camden Partners Holdings, LLC 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/117011

**What changed in Camden Partners Holdings, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 4 to 3.

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $369,645,196
- Discretionary: $369,645,196
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 17 | $369,645,196 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2001 (24 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MD
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- camdenpartners.com
- Facebook @CAMDENPARTNERS
- LinkedIn @CAMDEN-PARTNERS
- X @CAMDENPARTNERS1

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $394,467,490 | 12 | July 20, 2021 |
| October 2022 | $519,294,380 | 12 | March 31, 2022 |
| October 2023 | $492,760,314 | 7 | March 31, 2023 |
| October 2024 | $413,199,179 | 8 | March 30, 2024 |
| October 2025 | $369,245,218 | 5 | March 31, 2025 |
| October 2026 | $369,645,196 | 4 | March 25, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 4 to 3.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Camden Partners Holdings, LLC (CRD 117011): Form ADV filing data as of October 2026.