SourcingSourcing

CAMPBELL GLOBAL, LLC

C27
CRD 111944·SEC 801-57589·PORTLAND, OR
AUM
$7.02B
$1B+
Est. Revenue
$70.2M
@ 1% on AUM
Est. EBITDA
$21.1M
@ 30% margin
Est. Deal Value
$168.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CAMPBELL GLOBAL, LLC
CRD
111944
SEC file #
801-57589
EIN
000000000
DBA names
Campbell Global

Economics

AUM
$7.02B
AUM band
$1B+
AUM trajectory
'20'26
$3.87B → $7.02B▲ +82%
Client mix
Pooled Investment Vehicles9
Corporations6

Operations

Employees (total)
144
Advisory staff (per ADV)
31
Advisory staff (5-yr trend)
'20'26
35 advisors → 31 advisors▼ -11%
Primary office
PORTLAND OR
Branches
—

Custodian & Brokerage

Primary custodian
JPMorganmedium confidence
Services offered
Portfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMPerformance-based feesOther Compensation

Filings

Latest ADV filing
04/28/2026
ADV-W filed at
—
Website
cglease.com

Compliance

Disclosures (firm)
8
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
JPMORGAN ASSET MANAGEMENT
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
7
Control Persons
JPMORGAN ASSET MANAGEMENT
DAVIS, ANGELA, MARIE
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
CGLEASE.COM
Rdap Domain Creation Date
2014-03-11T02:36:12Z
Rdap Firm Age Years
12
Rdap Firm Age Band
10-20y
Rdap Registrar
Domain.com - Network Solutions, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001689632
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2016-11-14
Edgar Last Filing Date
2016-11-14
Edgar Form D Count
1
Edgar Form D Offerings
2016-11-142016-11-14 · 0001689632-16-000001

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
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Window
Jpmorgan8
Full
Jpmorgan40
Wells Fargo4
E*trade4
U.s. Bank2
Edgar Addresses
Mailing
C/O CAMPBELL GLOBAL, LLCONE S.W. COLUMBIA, SUITE 1700PORTLAND, OR 97258
Business
C/O CAMPBELL GLOBAL, LLCONE S.W. COLUMBIA, SUITE 1700PORTLAND, OR 97258
Edgar EIN
000000000
Edgar Recent Filings
D2016-11-14 · 0001689632-16-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2029-03-11T02:36:12Z
Rdap Domain Last Changed
2026-03-13T15:30:14Z
Rdap Nameservers
Paislee.ns.cloudflare.comTim.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
Yes

People (6)

6
DAVIS, ANGELA, MARIE
Executive Officer · 2.5%
6177951
GILLELAND, JOHN, SLADE
Executive Officer · 2.5%
4377683
RENECKER, STANLEY, GEORGE
Executive Officer · 2.5%
4377685
RUMKER, DAVID, CHRISTOPHER
Executive Officer · 2.5%
4377687
MILLER, JOHN, TYRRELL
Executive Officer · 2.5%
6790494
STINCHFIELD, KYLE, JUSTIN
Executive Officer · 2.5%
5902290