{"url":"https://nivawealth.com/firms/camden-partners-holdings-117011","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/117011","regulatoryAum":369645196,"crd":"117011","history":[{"filedOn":"2021-07-20","regulatoryAum":394467490,"clients":22,"employees":12,"offices":1},{"filedOn":"2022-03-31","regulatoryAum":519294380,"clients":19,"employees":12,"offices":1},{"filedOn":"2023-03-31","regulatoryAum":492760314,"clients":18,"employees":7,"offices":1},{"filedOn":"2024-03-30","regulatoryAum":413199179,"clients":18,"employees":8,"offices":1},{"filedOn":"2025-03-31","regulatoryAum":369245218,"clients":18,"employees":5,"offices":1},{"filedOn":"2026-03-25","regulatoryAum":369645196,"clients":17,"employees":4,"offices":1}],"secFileNumber":"801-60669","legalName":"Camden Partners Holdings, LLC","displayName":"Camden Partners Holdings","slug":"camden-partners-holdings-117011","website":"https://camdenpartners.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/117011/9c135369e811ce74-r1.webp","tone":"light","width":699,"height":200,"sourceUrl":"https://www.camdenpartners.com/","sourceLabel":"Camden Partners Holdings, LLC, website"},"classification":{"segment":"private_funds","segmentLabel":"Private funds","type":"private_fund_manager","typeLabel":null,"feeDisclosure":"payment_only"},"linkedinUrl":"https://www.linkedin.com/company/camden-partners","xUrl":"https://www.twitter.com/camdenpartners1","founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"9914 Reisterstown Road, #331","city":"Owings Mills","state":"MD","stateName":"Maryland","country":"United States","postalCode":"21117"},"tradeNames":[],"registration":{"secApproved":"1 November 2001","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":null,"staff":{"employees":4,"advisory":3,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":369645196,"discretionary":369645196,"discretionaryAccounts":17,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":17,"regulatoryAum":369645196}],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Camden Partners Holdings has custody of $370M in client assets for 17 clients.","leadership":[{"name":"Joseph Sherman","title":"Chief Compliance Officer","crd":"6175995"},{"name":"Jason Tagler","title":"Manager of General Partner","crd":"4121753"}],"ownership":[{"label":"Camden Partners Manager Holdings LP","detail":"Owner in the 75% or more ownership band and a control person, since November 2021."},{"label":"Jason Tagler","detail":"Indirect owner: a manager of general partner of Camden Partners Manager Holdings LP in the 50% to 75% band and a control person, since November 2021.","parent":"Camden Partners Manager Holdings LP"},{"label":"Joseph Sherman","detail":"Indirect owner: a manager of general partner & chief compliance officer of Camden Partners Manager Holdings LP in the 50% to 75% band and a control person, since November 2021.","parent":"Camden Partners Manager Holdings LP"}],"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Maryland","offices":1,"addresses":[{"street":"9914 Reisterstown Road, #331","city":"Owings Mills","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"410-878-6800","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)"],"financialPlanningClients":null,"assetMix":[],"privateFunds":17},"sources":{"adv1FilingDate":"25 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/117011/PDF/117011.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-21","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Camden Partners Holdings have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Camden Partners Holdings offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Camden Partners Holdings have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Camden Partners Holdings?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Camden Partners Holdings get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Camden Partners Holdings registered with the SEC?","answer":"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","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Camden Partners Holdings?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 25 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}