Ce Investment Management provides portfolio management for institutions and selecting other managers.
Ce Investment Management lists charitable organizations, insurance companies, and corporations and other businesses as clients. Of its assets, 100.0% ($5.91B across 6 accounts) are managed with discretion. Of its clients, 5% are outside the U.S.
Share breakdown unavailable
| Client type | Clients | Assets |
|---|---|---|
| Charitable organizations | Fewer than 5 | 2% |
| Insurance companies | Fewer than 5 | 96% |
| Corporations and other businesses | Fewer than 5 | 2% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client shares are unavailable because no positive client counts were reported.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Charitable organizations | Fewer than 5 | $95.4M | 1.6% | — |
| Insurance companies | Fewer than 5 | $5.68B | 96.2% | — |
| Corporations and other businesses | Fewer than 5 | $129M | 2.2% | — |
| Total | Not reported | $5.91B | 100% | — |
- Clients
- Fewer than 5
- Regulatory AUM
- $95.4M
- AUM share
- 1.6%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $5.68B
- AUM share
- 96.2%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $129M
- AUM share
- 2.2%
- Avg. per client
- —
Total
- Clients
- Not reported
- Regulatory AUM
- $5.91B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 5%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Ce Investment Management is paid through a percentage of assets under management; its fees and minimums are set out in its brochures on the SEC website.
Cameron Enterprises A Limited Partnership owns 75% or more of Ce Investment Management and is in turn owned by WMC Trust B-2nd (25–50%) and LLC Trust B-2nd (25–50%). The leadership team of Ce Investment Management includes President John Robison and Chief Compliance Officer Jonathan Lee. It has 17 employees.
Staff
- 17 employees
- 17 in advisory functions
- Owns 75% or more of Ce Investment Management, LLC
Cameron Enterprises A Limited Partnership
Control person · since December 2018
- Owns 25% to 50% of Cameron Enterprises A Limited Partnership
WMC Trust B-2nd
Control person · since December 2006
William Cameron
Trustee · Control person · since December 2006
- Owns 25% to 50% of Cameron Enterprises A Limited Partnership
LLC Trust B-2nd
Control person · since December 2006
Lynda Cameron
Trustee · Control person · since December 2006
Cameron Associates, Inc.
Sole general partner · Control person · since October 1999
Ce Investment Management’s regulatory assets fell from $6.41B (March 2021) to $5.91B (March 2026); employees rose from 13 to 17.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $5.91B | 0 | 17 | 2 |
| Mar 2025March 2025 | $5.68B | 0 | 17 | 2 |
| Mar 2024March 2024 | $6.27B | 0 | 17 | 2 |
| Mar 2023March 2023 | $5.37B | 0 | 17 | 1 |
| Mar 2022March 2022 | $6.46B | 0 | 13 | 1 |
| Mar 2021March 2021 | $6.41B | 0 | 13 | 1 |
Besides its headquarters, Ce Investment Management has 1 office, with 2 listed addresses across 2 states.
New York · 1 listed address
- 152 W 57th St, New York
Oklahoma · 1 listed address
- 9000 Cameron Parkway, 11th Floor, Oklahoma CityHQ
Contact and registration details
- Legal name
- Ce Investment Management, LLC
- Headquarters
- 9000 Cameron Parkway, 11th Floor, Oklahoma City, OK 73114
- Website
- Not reported
- Phone
- 405-523-5348
- SEC file
- 801-116817
- Structure
- Oklahoma LLC
- Fiscal year end
- December
Ce Investment Management’s named custodians for separately managed accounts are U.S. Bank N.A. ($4.02B, 87%) and Umb Financial Services ($619M, 13%). Ce Investment Management does not have custody of client assets.
- Umb Financial ServicesUmb Financial Services · Kansas City, MO · $619M13%
- U.S. Bank N.A.U.S. Bank N.A. · Minneapolis, MN · $4.02B87%
At year end, Ce Investment Management’s separately managed accounts were mostly in bonds (71%).
What the accounts hold
- Stocks5%
- Funds5%
- Pooled vehicles3%
- Registered funds2%
- Bonds71%
- Investment grade corporate bonds43%
- U.S. government and agency bonds18%
- State and local bonds9%
- High-yield corporate bonds1%
- Other19%
- Clos, non-agency cmos19%
What services does Ce Investment Management offer?
Ce Investment Management provides portfolio management for institutions and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Ce Investment Management use?
Ce Investment Management’s separately managed account assets are held at U.S. Bank N.A. (Minneapolis, MN), with $4.02B and Umb Financial Services (Kansas City, MO), with $619M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 March 2026
How many financial advisors does Ce Investment Management have?
Ce Investment Management has 0 investment adviser representatives registered with state securities authorities, out of 17 employees, and 17 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
What does Ce Investment Management invest in?
At the end of its last fiscal year, Ce Investment Management’s separately managed accounts held 43% investment grade corporate bonds, 19% other, 18% U.S. government and agency bonds, 9% state and local bonds, 5% exchange-traded equities, 3% pooled vehicles (private funds and similar), 2% registered funds (mutual funds, ETFs, BDCs) and 1% high-yield corporate bonds. The 19% other category is described as: Clos, Non-Agency Cmos.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Ce Investment Management?
Ce Investment Management’s direct owner is Cameron Enterprises A Limited Partnership (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 30 March 2026
How does Ce Investment Management get paid?
Ce Investment Management is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Ce Investment Management?
Ce Investment Management’s main office is at 9000 Cameron Parkway, 11th Floor, Oklahoma City, OK 73114. Its phone number is 405-523-5348.