The Campbell Group, LLC (Portland)

Name: The Campbell Group, LLC
Address: One Sw Columbia Ste 1700, Portland, OR, 97258
Telephone: 503-275-9675

The Campbell Group, LLC is a large advisory firm based in Portland. It manages $6.29 billion of regulatory assets for 78 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdiction of Oregon.

The Campbell Group provides portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, publication of newsletters, and timberland investment and management. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

The Campbell Group: assets under management

The assets under management (AUM) of The Campbell Group, LLC is $6.29 billion. The firm's AUM has grown by 47% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $6.23 billion in discretionary accounts and $55.67 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $80.94 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $55.67 million.

The Campbell Group has custody of $180 million in cash and securities for 45 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay The Campbell Group, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at The Campbell Group, LLC

Joseph Duncan Campbell has been acting as President since 1 Feb 2000. Aidan John Riordan joined the executive team most recently as the Director Of The Campbell Group, Inc..

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Inc. The Campbell Group	Member and 100% class a owner of the campbell group, llc	1 Feb 2000	50% - 75%	06-1570380
Llc Ke Investors	Member and 100% class b owner of the campbell group, llc	1 Feb 2000	Other	93-1297384
Joseph Duncan Campbell	Chairman	1 Feb 2000	Other	729797
Jerry Elden Brodie	Manager	1 Feb 2000	Other	4377684
Gary Lee Combs	Manager	1 Feb 2000	Other	4377686
David Christopher Rumker	Manager	1 Feb 2000	Other	4377687
Mark Allen Simmons	Vice president	1 Feb 2000	Other	4377688
Steven D Holland	Chief compliance officer	1 Feb 2000	Other	4939712
John Slade Gilleland	President	1 Mar 2002	Other	4377683
Stanley George Renecker	Manager of acquisitions	1 Mar 2002	Other	4377685
Dennis Patrick Chandler	Manager	1 Jun 2005	Other	4818296
Linda Tilton Gibson	Director	1 Jul 2010	Other	1754883
Linda Tilton Gibson	Director	1 Sep 2010	Other	1754883
Kyle Justin Stinchfield	General counsel / chief compliance officer	1 Nov 2010	Other	5902290
Angela Marie Davis	Managing director business development	1 Feb 2011	Other	6177951
Aidan John Riordan	Director of the campbell group, inc.	1 Dec 2012	Other	2394294

Indirect Owners

The SEC currently registers 3 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Inc. Old Mutual (Us) Holdings	100% shareholder of the campbell group, inc.	1 Nov 2000	75% - 100%	04-2714625
Om Group (Uk) Limited	100% shareholder of old mutual (us) holdings inc.	1 Jan 2003	75% - 100%	foreign
Old Mutual Plc	100% shareholder of om group (uk) limited	1 Jan 2003	75% - 100%	foreign

Based in Portland

The principal office where The Campbell Group, LLC performs its advisory services is located at One Sw Columbia Ste 1700, Portland, OR 97258, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 503-275-9675 or by fax 503-275-9667. The normal business hours are 8:00 a.m to 5:00 p.m. pst on Monday - Friday. You can find more information about the New York firm at www.campbellgroup.com.