CAMPBELL CAPITAL MANAGEMENT INC
Adviser information for CAMPBELL CAPITAL MANAGEMENT INC last updated from Form ADV on January 11th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Corporation |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | Florida, United States |
Employees
Total Number of Employees | 2 |
---|---|
Investment Advisory/Research | 2 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 0 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 1 |
RAUM
Provides Management of Securities Portfolios | Yes |
---|
Type | Accounts | RAUM |
---|---|---|
Discretionary | 263 | $245.0M |
Non-Discretionary | 0 | $0 |
Total | 263 | $245.0M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 199 | $69.2M |
HNW Individuals | 57 | $144.9M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | <5 | $1.6M |
Charitable organizations | 0 | $0 |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 6 | $29.3M |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 0 |
Services
Advisory Services | Portfolio management for individuals and/or small businesses |
---|---|
Compensation | % of AUM |
Principal Office
7301 SW 57TH CT.STE 540
MIAMI
FL
United States
Monday - Friday, 9AM-5PM
Tel: 305-670-3140, Fax: 305-670-3142
Websites
Chief Compliance Officer
KYLE CAMPBELL
7301 SW 57TH CT.
SUITE 540
MIAMI
FL
United States
Tel:
305-670-3140
Fax:
305-670-3142
I***@*********M
(Full email address available in API data)
Regulatory Contact
CLAY CAMPBELL
PRESIDENT, CIO
7301 SW 57TH CT.
SUITE 540
MIAMI
FL
United States
Tel:
305-670-3140
Fax:
305-670-3142
I***@*********M
(Full email address available in API data)
Industry Affiliates
EDDIE ROMAGUERA PA | Accountant or accounting firm |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|
None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
CAMPBELL, CLAY, GILE | Individual | – | PRESIDENT | 01/1992 | > 75% |
Campbell, Kyle, Dylan | Individual | – | CHIEF COMPLIANCE OFFICER | 06/2020 | < 5% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 14th, 2024 for period ending June 30th, 2024
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
ADOBE INC | COM | 8M | 15K | – |
ADVANCED MICRO DEVICES INC | COM | 9M | 58K | – |
ALPHABET INC | CAP STK CL C | 33M | 181K | – |
AMAZON COM INC | COM | 4M | 20K | – |
APPLE INC | COM | 37M | 175K | – |
BRAEMAR HOTELS & RESORTS INC | COM | 808K | 317K | – |
DELL TECHNOLOGIES INC | CL C | 7M | 54K | – |
LYFT INC | CL A COM | 5M | 355K | – |
META PLATFORMS INC | CL A | 10M | 19K | – |
MICROSOFT CORP | COM | 24M | 54K | – |
PACER FDS TR | US CASH COWS 100 | 5M | 91K | – |
GOLDMAN SACHS GROUP INC | COM | 5M | 11K | – |
UBER TECHNOLOGIES INC | COM | 3M | 35K | – |
BLACKSTONE INC | COM | 2M | 14K | – |
COCA COLA CO | COM | 3M | 41K | – |
INTUIT | COM | 7M | 11K | – |
ISHARES TR | PFD AND INCM SEC | 9M | 285K | – |
KKR & CO INC | COM | 9M | 85K | – |
LOWES COS INC | COM | 5M | 24K | – |
MCKESSON CORP | COM | 3M | 4K | – |
NUVEEN PFD & INCOME OPPORTUN | COM | 3M | 399K | – |
PACER FDS TR | PAC ASSET FLTG | 4M | 80K | – |
WEC ENERGY GROUP INC | COM | 5M | 59K | – |
AAR CORP | COM | 2M | 29K | – |
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 1M | 3K | – |
BLOCK INC | CL A | 5M | 84K | – |
NOVO-NORDISK A S | ADR | 237K | 2K | – |
NETFLIX INC | COM | 4M | 7K | – |
COHEN & STEERS REIT & PFD & | COM | 1M | 62K | – |
ISHARES INC | MSCI MEXICO ETF | 3M | 55K | – |
AMERICAN AIRLS GROUP INC | COM | 453K | 40K | – |
CHEVRON CORP NEW | COM | 6M | 40K | – |
S&P GLOBAL INC | COM | 669K | 2K | – |
BEAZER HOMES USA INC | COM NEW | 628K | 23K | – |
VISTRA CORP | COM | 602K | 7K | – |
ASML HOLDING N V | N Y REGISTRY SHS | 511K | 500 | – |
HOME DEPOT INC | COM | 585K | 2K | – |
BLACKSTONE SECD LENDING FD | COMMON STOCK | 591K | 19K | – |
RESMED INC | COM | 306K | 2K | – |
JOHNSON & JOHNSON | COM | 263K | 2K | – |
STRYKER CORPORATION | COM | 442K | 1K | – |
TESLA INC | COM | 347K | 2K | – |
GENERAL MLS INC | COM | 221K | 3K | – |
ENERGY TRANSFER L P | COM UT LTD PTN | 535K | 33K | – |
WATSCO INC | COM | 232K | 500 | – |
PACER FDS TR | METAURUS CAP 400 | 1M | 30K | – |
INVESCO QQQ TR | UNIT SER 1 | 479K | 1K | – |
EATON VANCE CALIF MUN BD FD | COM | 829K | 87K | – |
E2OPEN PARENT HOLDINGS INC | COM CL A | 135K | 30K | – |