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Building 2CAMPBELL GLOBAL

Map pinPORTLAND, OR
Phone503-275-9675
NotebookSEC #801-57589
Total AUM
$7B
Employees
144
Clients
20

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1300 SW 5TH AVENUE, SUITE 3200
PORTLAND
OR 97201
United States
Operating Hours
8:00 A.M - 5:00 P.M. PT
Monday - Friday
Phone
503-275-9675

ReceiptFinancials

Total AUM
$7B
Accounts
20
Discretionary
$2.7B
Accounts
11
Non-Discretionary
$4.4B
Accounts
9

ContactClients

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Banking Clients
1
AUM
$150M
Pooled Vehicle Clients
9
AUM
$1.8B
Pension/Profit Sharing Plan Clients
1
AUM
$2.8B
Government Entity Clients
1
AUM
$1.6B
Insurance Company Clients
1
AUM
$2.5M
Corporation or Business Clients
6
AUM
$649.8M
Other Clients
1
AUM
$8.6M
Description of Other Clients
TIMBERLAND INVESTMENT VEHICLE

Briefcase businessServices

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Services Offered
Institutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
PLEASE SEE SCHEDULE D MISC FOR INFORMATION ON THIS POINT.

Shield checkCompliance

Disclosures
Felony ChargeFelony ConvictionOther Regulator Order (Past 10 Years)Other Regulator Violation FindingSEC/CFTC False Statement FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
OR

HandshakeAffiliates

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Affiliates
Reported 10 business affiliates.
Claimed Affiliates
Reported as an affiliate by 14 other businesses.

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