Camden Asset Management
advisor10 known aliases resolved via the canonical alias map
Market position · 2024
Plans served6+3 YoYRank #2835 of mapped providers
Assets under administration$84.9B0.1%Market share · rank #169
Fees received$12MMedian $700,509/planSum across Schedule C direct + indirect
Net wins YoY+23 won · 1 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical Camden Asset Management plan look like?
Service mix · median fees per plan
Count of plans where Camden Asset Management ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Investment management fees paid indirectly by plan; Soft dollars commissions; Product termination fees (surrender charges, etc.)Code 28 | 3 | $798,368 | |
Soft dollars commissions; Investment management fees paid indirectly by planCode 52 | 2 | $37,322 | |
Custodial (securities); Investment management fees paid directly by plan; Soft dollars commissions; Investment managementCode 19 | 1 | $6,525,000 |
Competitor overlap
Percent of Camden Asset Management's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under Camden Asset Management.
| Sponsor | From | Assets |
|---|---|---|
CARPENTERS PENSION TRUST FUND FOR NORTHERN CALIFORNIACA · 946050970-001 | EntrustPermal | $6.0B |
CARPENTERS ANNUITY TRUST FUND FOR NORTHERN CALIFORNIACA · 946534591-001 | Post Advisory Group | $3.3B |
B OF T IBEW LOCAL 640 & AZ CHAPTER NECA DB PENSION PLANAZ · 860323980-001 | BMO Harris Bank N.A. | $229M |
Plans lost in 2024
Appeared last year under Camden Asset Management; not this year.
| Sponsor | To | Assets |
|---|---|---|
ALASKA TEAMSTER EMPLOYER PENSION TRUSTAK · 926003463-024 | Alaska Teamster ESC | $500M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST FUND BOARD OF TRUSTEESWA · 916145047-001 | $56.4B | 639,222 | $7M | 10y | - |
BANK OF AMERICA CORPORATIONRI · 560906609-001 | $19.0B | 168,197 | $4M | 10y | - |
CARPENTERS PENSION TRUST FUND FOR NORTHERN CALIFORNIACA · 946050970-001 | $6.0B | 50,363 | $798,368 | 1y | - |
CARPENTERS ANNUITY TRUST FUND FOR NORTHERN CALIFORNIACA · 946534591-001 | $3.3B | 64,255 | $602,649 | 1y | - |
B OF T IBEW LOCAL 640 & AZ CHAPTER NECA DB PENSION PLANAZ · 860323980-001 | $229M | 4,507 | $25,557 | 1y | - |
UNITED BROTHERHOOD OF CARPENTERS LABOR-MGMT PF TRUSTEECA · 516091982-001 | $0 | 0 | $49,086 | 1y | 1 |
Flag exposure
83.3%Market: 89.1%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (10)
Raw Schedule C names collapsed into Camden Asset Management.
- BAK EVA
- BAKE TILLY VIRCHOW KRAUSE LLP
- BAKER
- CAMDEN
- CAMDEN ASSET MANAGEMENT
- CAMDEN ASSET MANAGEMENT LP
- CAMDEN ASSET MANAGEMENT, L.P
- CAMDEN ASSET MANAGEMENT, L.P.
- CAMDEN ASSET MANAGEMENT, LP
- CAMDEN ASSET MGMT
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for Camden Asset Management's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 1 | 16.67% | 7.76% | +8.90 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 0 | 0.00% | 1.71% | -1.71 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with Camden Asset Management. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent
Frequent partners by role
Who else shows up on Camden Asset Management's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| Kraw & Kraw Law Group | 2 | 33.3% |
| Weinberg, Roger & Rosenfeld | 2 | 33.3% |
| Baldwin Moffitt Behm LLP | 1 | 16.7% |
| Groom Law Group, Chartered | 1 | 16.7% |
| Kelley Law Group | 1 | 16.7% |
| Poyner Spruill LLP | 1 | 16.7% |
| Shanley A Professional Corp | 1 | 16.7% |
| Stranch, Jennings & Garvey | 1 | 16.7% |
| Trucker Huss | 1 | 16.7% |
| THE YOUNGDAHL LAW FIRM PC | 1 | 16.7% |