Camden Partners Private Equity Advisors, LLC (Baltimore)

Name: Camden Partners Private Equity Advisors, LLC
Address: 500 East Pratt Street, Baltimore, MD, 21202
Telephone: 410-878-6800

Camden Partners Private Equity Advisors, 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.

Camden Partners Private Equity Advisors 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 Private Equity Advisors: assets under management

The assets under management (AUM) of Camden Partners Private Equity Advisors, LLC is $161.57 million. 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.

Camden Partners Private Equity Advisors 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 Private Equity Advisors, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 6 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Wilmington Trust Corporation	Parent	1 Sep 1998	75% - 100%	51-0328154
Eileen Kotecki	Owner	1 Mar 2001	50% - 75%	4470277
Dale Partoll Lenzner	Owner	1 Mar 2001	50% - 75%	2178137
Inc. Wt Investments	Member	1 Nov 2001	25% - 50%	51-0284711
Inc. Wt Investments	Member	1 Feb 2002	25% - 50%	51-0284711
M&T Bank Corporation	Sole stockholder	1 May 2011	75% - 100%	13-0538020

Based in Baltimore

The principal office where Camden Partners Private Equity Advisors, 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/.

Camden Partners Private Equity Advisors, LLC (Baltimore)

Camden Partners Private Equity Advisors: assets under management

Fees & Commissions

Indirect Owners

Based in Baltimore

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