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Camden Partners Equity Managers I, LLC (Baltimore)


Camden Partners Equity Managers I, LLC is a large advisory firm based in Baltimore. It manages $161.57 million of regulatory assets for 8 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Delaware and Maryland.

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Camden Partners Equity Managers I provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Camden Partners Equity Managers I: assets under management

The assets under management (AUM) of Camden Partners Equity Managers I, LLC is $161.57 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 9747% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $161.57 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $20.2 million each.
Camden Partners Equity Managers I has custody of $161.57 million in cash and securities for 8 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Camden Partners Equity Managers I, LLC for their services and products based on 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.

Indirect Owners

The SEC currently registers 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
Wilmington Trust Corporation Parent 1 Jul 2004 75% - 100% 51-0328154
M&T Bank Corporation Sole stockholder 1 May 2011 75% - 100% 16-0538020

Based in Baltimore

The principal office where Camden Partners Equity Managers I, LLC performs its advisory services is located at 500 East Pratt Street, Baltimore, MD 21202, 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 410-878-6800 or by fax 410-878-6850. The normal business hours are 9 a.m. - 5 p.m. on Monday - Friday. You can find more information about the New York firm at camdenpartners.com/.


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