SourcingSourcing

CAMPBELL & COMPANY INVESTMENT ADVISER LLC

C24
CRD 134332·SEC 801-64244·BALTIMORE, MD
AUM
$4.34B
$1B+
Est. Revenue
$43.4M
@ 1% on AUM
Est. EBITDA
$13.0M
@ 30% margin
Est. Deal Value
$104.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CAMPBELL & COMPANY INVESTMENT ADVISER LLC
CRD
134332
SEC file #
801-64244
EIN
521114143
DBA names
—

Economics

AUM
$4.34B
AUM band
$1B+
AUM trajectory
'20'26
$286.3M → $4.34B▲ +1417%
Client mix
Pooled Investment Vehicles8
Other2
Investment Companies1

Operations

Employees (total)
68
Advisory staff (per ADV)
28
Advisory staff (5-yr trend)
'20'26
36 advisors → 28 advisors▼ -22%
Primary office
BALTIMORE MD
Branches
—

Custodian & Brokerage

Primary custodian
Goldman Sachslow confidence
Services offered
Portfolio mgmt — investment companiesPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
campbell.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CAMPBELL & COMPANY, LP
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
5
Control Persons
CAMPBELL & COMPANY, LP
COLE, KEVIN, DWAYNE
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
CAMPBELL.COM
Rdap Domain Creation Date
1994-02-21T05:00:00Z
Rdap Firm Age Years
32
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001353570
Edgar Registered
Yes
Edgar Filing Count
82
Edgar First Filing Date
2006-05-12
Edgar Last Filing Date
2026-05-15
Edgar 13f Count
81
Edgar 13f Latest AUM Estimate
Filing Date2026-05-15
Accession0001140361-26-021562

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
Goldman Sachs18
Morgan Stanley11
Northern Trust8
E*trade4
Edgar Addresses
Mailing
2850 QUARRY LAKE DRIVEBALTIMORE, MD 21209
Business
2850 QUARRY LAKE DRIVEBALTIMORE, MD 21209
Edgar EIN
521114143
Edgar Recent Filings
13F-HR2026-05-15 · 0001140361-26-021562
13F-HR2026-02-12 · 0001140361-26-004957
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2031-02-22T05:00:00Z
Rdap Domain Last Changed
2021-02-22T19:53:33Z
Rdap Nameservers
Anuj.ns.cloudflare.comDesi.ns.cloudflare.com
Rdap Secure Dns Enabled
Yes
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
Yes

People (4)

4
COLE, KEVIN, DWAYNE
Executive Officer · 2.5%
2910759
THOMAS PAGE LLOYD
Executive Officer · 2.5%
4001249
PHILIPPE BAPTISTE-HENRI PRADEL
Executive Officer · 2.5%
7327304
JOHN ROBERT RADLE
Executive Officer · 2.5%
2046095