SourcingSourcing

CAMDEN ASSET MANAGEMENT L P

C38
CRD 106772·SEC 801-39398·LOS ANGELES, CA
AUM
$11.17B
$1B+
Est. Revenue
$111.7M
@ 1% on AUM
Est. EBITDA
$33.5M
@ 30% margin
Est. Deal Value
$268.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CAMDEN ASSET MANAGEMENT L P
CRD
106772
SEC file #
801-39398
EIN
954319164
DBA names
Camden Asset Management

Economics

AUM
$11.17B
AUM band
$1B+
AUM trajectory
'20'26
$7.59B → $11.17B▲ +47%
Client mix
Pooled Investment Vehicles14
Pension Profit Sharing Plans2
Corporations1

Operations

Employees (total)
19
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'20'26
6 advisors → 5 advisors▼ -17%
Primary office
LOS ANGELES CA
Branches
—

Custodian & Brokerage

Primary custodian
JPMorganlow confidence
Services offered
Portfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
camdenasset.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
HARPENDEN CORP
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
9
Control Persons
HARPENDEN CORP
LANGE, SCOTT, REED
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
CAMDENASSET.COM
Rdap Domain Creation Date
2007-02-12T18:16:49Z
Rdap Firm Age Years
19
Rdap Firm Age Band
10-20y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
4
Form 5500 Total Compensation
10,217,581
Form 5500 Compensation Trajectory 3y
202510,217,581
Form 5500 Plan Count Trajectory 3y
20254
Schedule C Total Compensation
10,217,581
Schedule C Service Provider Rows
4

SEC EDGAR

Edgar Cik
0000903944
Edgar Registered
Yes
Edgar Filing Count
129
Edgar First Filing Date
1999-05-12
Edgar Last Filing Date
2026-05-14
Edgar 13f Count
123
Edgar 13f Latest AUM Estimate
Filing Date2026-05-14
Accession0001104659-26-060912

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
11
Bc Firm Active IA Count
11
Bc Firm IAR Count
11
Custodian Candidates
Full
Jpmorgan68
Wells Fargo42
Northern Trust28
State Street4
E*trade4
Edgar Addresses
Mailing
11111 SANTA MONICA BLVD.SUITE 300LOS ANGELES, CA 90025
Business
11111 SANTA MONICA BLVD.SUITE 300LOS ANGELES, CA 90025
Edgar EIN
954319164
Edgar Recent Filings
13F-HR2026-05-14 · 0001104659-26-060912
13F-HR2026-02-13 · 0001104659-26-014862
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-02-12T18:16:49Z
Rdap Domain Last Changed
2024-12-20T22:47:33Z
Rdap Nameservers
Ns41.worldnic.comNs42.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
No

People (8)

8
LANGE, SCOTT, REED
Direct Owner · 17.5%
2614237
LINDBERG, DAVID, EVERETT
Direct Owner · 7.5%
7087565
ASTADAN PRICE, JANICE, GRACE
Executive Officer · 2.5%
4912051
BERGREN, MICHELLE, KAISER
Executive Officer · 2.5%
4483054
DEBREU, STANISLAS, LUCIEN
Executive Officer · 2.5%
2135443
HAHN, KWANIE, NMN
Executive Officer · 2.5%
7075000
Nasatir, Justin, Frederick
Executive Officer · 2.5%
7234925
WAGNER, JOHN, BREESE
Executive Officer · 2.5%
1376180