SourcingSourcing

CAMDEN PARTNERS HOLDINGS, LLC

B60
CRD 117011·SEC 801-60669·OWINGS MILLS, MD
AUM
$369.6M
$100M-$500M
Est. Revenue
$3.7M
@ 1% on AUM
Est. EBITDA
$1.1M
@ 30% margin
Est. Deal Value
$8.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CAMDEN PARTNERS HOLDINGS, LLC
CRD
117011
SEC file #
801-60669
EIN
823872016
DBA names
—

Economics

AUM
$369.6M
AUM band
$100M-$500M
AUM trajectory
'20'26
$597.7M → $369.6M▼ -38%
Client mix
Pooled Investment Vehicles17

Operations

Employees (total)
4
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'20'26
12 advisors → 3 advisors▼ -75%
Primary office
OWINGS MILLS MD
Branches
—

Custodian & Brokerage

Primary custodian
Raymond Jameslow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/25/2026
ADV-W filed at
—
Website
camdenpartners.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CAMDEN PARTNERS MANAGER HOLDINGS
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
CAMDEN PARTNERS MANAGER HOLDINGS
SHERMAN, JOSEPH, TODD
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
CAMDENPARTNERS.COM
Rdap Domain Creation Date
2000-06-15T14:55:46Z
Rdap Firm Age Years
26
Rdap Firm Age Band
20+y
Rdap Registrar
Register.com - Network Solutions, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No
Form 5500 Plan Count
2
Form 5500 Total Compensation
461,636
Form 5500 Compensation Trajectory 3y
2025461,636
Form 5500 Plan Count Trajectory 3y
20252
Schedule C Total Compensation
461,636
Schedule C Service Provider Rows
2

SEC EDGAR

Edgar Cik
0001728299
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2018-01-22
Edgar Last Filing Date
2018-01-26
Edgar Form D Count
1
Edgar Form D Offerings
2018-01-262018-01-26 · 0001728299-18-000001

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
Full
Raymond James96
E*trade4
Edgar Addresses
Mailing
C/O CAMDEN PARTNERS HOLDINGS, LLC500 E. PRATT STREET, SUITE 1200BALTIMORE, MD 21202
Business
C/O CAMDEN PARTNERS HOLDINGS, LLC500 E. PRATT STREET, SUITE 1200BALTIMORE, MD 21202
Edgar EIN
823872016
Edgar Recent Filings
D2018-01-26 · 0001728299-18-000001
SC 13G2018-01-22 · 0001104659-18-003303
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-06-15T14:55:46Z
Rdap Domain Last Changed
2025-05-24T06:19:04Z
Rdap Nameservers
Ns1.p201.dns.oraclecloud.netNs2.p201.dns.oraclecloud.netNs3.p201.dns.oraclecloud.netNs4.p201.dns.oraclecloud.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
No

People (2)

2
SHERMAN, JOSEPH, TODD
Executive Officer · 2.5%
6175995
TAGLER, JASON, R
Executive Officer · 2.5%
4121753