Camden Partners Holdings provides portfolio management for pooled vehicles. The firm advises 17 private funds.
Camden Partners Holdings reports 17 pooled investment vehicles. These counts refer to investment vehicles, rather than the individual investors in them. Of its assets, 100.0% ($370M across 17 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Pooled investment vehicles | 100% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 17 | $370M | 100.0% | $21.7M |
| Total | 17 | $370M | 100% | $21.7M |
- Clients
- 17
- Regulatory AUM
- $370M
- AUM share
- 100.0%
- Avg. per client
- $21.7M
Total
- Clients
- 17
- Regulatory AUM
- $370M
- AUM share
- 100%
- Avg. per client
- $21.7M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 17
Camden Partners Holdings is paid through a percentage of assets under management and performance-based fees; its fees and minimums are set out in its brochures on the SEC website.
Camden Partners Manager Holdings LP owns 75% or more of Camden Partners Holdings and is in turn owned by Jason Tagler (50–75%) and Joseph Sherman (50–75%). The leadership team of Camden Partners Holdings includes Chief Compliance Officer Joseph Sherman. It has 4 employees, 3 of them in advisory roles.
Leadership
- Joseph ShermanChief Compliance Officer
- Jason TaglerManager of General Partner
Staff
- 4 employees
- 3 in advisory functions
- Owns 75% or more of Camden Partners Holdings, LLC
Camden Partners Manager Holdings LP
Control person · since November 2021
- Owns 50% to 75% of Camden Partners Manager Holdings LP
Jason Tagler
Control person · since November 2021
- Owns 50% to 75% of Camden Partners Manager Holdings LP
Joseph Sherman
Control person · since November 2021
Camden Partners Holdings’ regulatory assets fell from $394M (July 2021) to $370M (March 2026); clients fell from 22 to 17 and employees from 12 to 4.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $370M | 17 | 4 | 1 |
| March 2025 | $369M | 18 | 5 | 1 |
| March 2024 | $413M | 18 | 8 | 1 |
| March 2023 | $493M | 18 | 7 | 1 |
| March 2022 | $519M | 19 | 12 | 1 |
| July 2021 | $394M | 22 | 12 | 1 |
Besides its headquarters, Camden Partners Holdings has 0 offices, with 1 listed address in Maryland.
Maryland · 1 listed address
- 9914 Reisterstown Road, #331, Owings MillsHQ
Contact and registration details
- Legal name
- Camden Partners Holdings, LLC
- Headquarters
- 9914 Reisterstown Road, #331, Owings Mills, MD 21117
- Website
- camdenpartners.com
- Phone
- 410-878-6800
- @camden-partners
- SEC file
- 801-60669
- Structure
- Delaware LLC
- Fiscal year end
- December
Camden Partners Holdings has custody of $370M in client assets for 17 clients.
How many clients does Camden Partners Holdings have?
Camden Partners Holdings has 17 clients and manages $370 million for them, as of March 2026. They include 17 pooled investment vehicles.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 25 March 2026
What services does Camden Partners Holdings offer?
Camden Partners Holdings provides portfolio management for pooled vehicles.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Camden Partners Holdings have?
Camden Partners Holdings has 0 investment adviser representatives registered with state securities authorities, out of 4 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
Who owns Camden Partners Holdings?
Camden Partners Holdings is owned through a holding company by Jason Tagler and Joseph Sherman. Its direct owner is Camden Partners Manager Holdings LP (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 25 March 2026
How does Camden Partners Holdings get paid?
Camden Partners Holdings is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Camden Partners Holdings registered with the SEC?
Yes, Camden Partners Holdings has been registered with the SEC as an investment adviser since 1 November 2001. Its CRD number is 117011 and its SEC file number is 801-60669.
Source: Form ADV Part 1A, Item 1, filed 25 March 2026; IAPD firm record
How do I contact Camden Partners Holdings?
Camden Partners Holdings’ main office is at 9914 Reisterstown Road, #331, Owings Mills, MD 21117. Its phone number is 410-878-6800. Its website is camdenpartners.com.