CAMPBELL GLOBAL
CAMPBELL GLOBAL, LLC Legal Name
Adviser information for CAMPBELL GLOBAL last updated from Form ADV on March 28th, 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 | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 142 |
|---|---|
| Investment Advisory/Research | 25 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 3 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 10 | $901.3M |
| Non-Discretionary | 9 | $4.4B |
| Total | 19 | $5.3B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 9 | $892.3M |
| Pension and profit sharing plans | <5 | $2.0B |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | <5 | $1.7B |
| Other investment advisers | 0 | $0 |
| Insurance companies | <5 | $2.5M |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 6 | $620.8M |
| Other | <5 | $9.0M |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 47 |
Services
| Advisory Services | Portfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUMPerformance-based feesPLEASE SEE SCHEDULE D MISC FOR INFORMATION ON THIS POINT. |
Identifiers
| SEC RIA File Number | 801-57589 |
|---|---|
| SEC ERA File Number | 801-57589 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 111944 |
| Legal Entity Identifier | 549300K64YR2MLIUPI47 |
Principal Office
1300 SW 5TH AVENUE, SUITE 3200PORTLAND
OR
United States
Monday - Friday, 8:00 A.M - 5:00 P.M. PT
Tel: 503-275-9675, Fax: 503-275-9667
Chief Compliance Officer
JOHN TYRRELL MILLER
ASSOCIATE GENERAL COUNSEL
1300 SW 5TH AVENUE, SUITE 3200
PORTLAND
OR
United States
Tel:
503-275-9675
Fax:
503-275-9667
J******@*****************M
(Full email address available in API data)
Regulatory Contact
KYLE JUSTIN STINCHFIELD
GENERAL COUNSEL
1300 SW 5TH AVENUE, SUITE 3200
PORTLAND
OR
United States
Tel:
503-275-9675
Fax:
503-275-9667
K***********@*****************M
(Full email address available in API data)
Industry Affiliates
| CAMPBELL GLOBAL AUSTRALIA PTY. LTD | Sponsor, GP, manager of pooled investment vehicles |
| CAMPBELL GLOBAL TIMBER FUND GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
| J.P. MORGAN SECURITIES LLC | Broker-dealer, municipal securities dealer, or gov securities broker or dealerOther investment adviser, including financial plannersRegistered security-based swap dealerFutures commission merchantInsurance company or agencyPension consultant |
| JPMORGAN ASSET MANAGEMENT (AUSTRALIA) LIMITED | Other investment adviser, including financial planners |
| JPMORGAN ASSET MANAGEMENT (EUROPE) S.A.R.L. | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| JPMORGAN CHASE BANK, N.A. | Other investment adviser, including financial plannersRegistered security-based swap dealerCommodity pool operator or commodity trading advisorBanking or thrift institutionTrust companySponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| CAMPBELL GLOBAL TIMBER FUND, LP | Hedge Fund | $132.4M | $5.0M | 19 |
| CG FCSF II DELAWARE LP | Hedge Fund | $132.5M | $0.0M | 73 |
| LINCOLN TIMBER, L.P. | Hedge Fund | $26.7M | $0.0M | 1 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| GILLELAND, JOHN, SLADE | Individual | – | CHIEF EXECUTIVE OFFICER | 03/2002 | < 5% |
| RENECKER, STANLEY, GEORGE | Individual | – | MANAGING DIRECTOR ACQUISITIONS | 03/2002 | < 5% |
| RUMKER, DAVID, CHRISTOPHER | Individual | – | MANAGING DIRECTOR - CHIEF INVESTMENT OFFICER | 02/2000 | < 5% |
| SIMMONS, MARK, ALLEN | Individual | – | MANAGING DIRECTOR - CHIEF FINANCIAL OFFICER | 02/2000 | < 5% |
| STINCHFIELD, KYLE, JUSTIN | Individual | – | GENERAL COUNSEL | 11/2010 | < 5% |
| DAVIS, ANGELA, MARIE | Individual | – | PRESIDENT | 08/2016 | < 5% |
| MILLER, JOHN, TYRRELL | Individual | – | CHIEF COMPLIANCE OFFICER | 05/2017 | < 5% |
| JPMORGAN ASSET MANAGEMENT HOLDINGS INC. | Domestic Entity | – | 100% SHAREHOLDER | 08/2021 | > 75% |
| JPMORGAN CHASE HOLDINGS LLC | Domestic Entity | JPMORGAN ASSET MANAGEMENT HOLDINGS INC. | 100% SHAREHOLDER | 04/2017 | > 75% |
| JPMORGAN CHASE & CO. | Domestic Entity | JPMORGAN CHASE HOLDINGS LLC | 100% SHAREHOLDER | 09/2016 | > 75% |