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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

CAMDEN PARTNERS STRATEGIC MANAGER, LLC

CRD 130540

BALTIMORE, MD

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:dc84c9e7-e729-c23c-e6a9-3493278af1d1

Data as of Mar 31, 2017 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:56 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: Dec 21, 2011 to Mar 31, 2017
9 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $396MItem 5.F on the latest filing (2017-03-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $396M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 19
Advisory employees: 10
Accounts: 8
Custody, client assets: $396M
SEC number: 801-62855
CRD: 130540
Filings on the tape: 9
First filed: Dec 21, 2011
Latest filed: Mar 31, 2017
Organised: Limited Liability Company, Delaware

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
HUGHES, DONALD, W.	MANAGING MEMBER	C	yes	02/2004	Dec 21, 2011	Mar 31, 2017
SHERMAN, JOSEPH, TODD	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	Na	yes	06/2013	Mar 26, 2013	Mar 31, 2017
TAGLER, JASON, R	MANAGING MEMBER	Na	yes	06/2013	Jul 30, 2013	Mar 31, 2017
WARNOCK, DAVID, LYLE	MANAGING MEMBER	C	yes	02/2004	Dec 21, 2011	Mar 31, 2017

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
CAMDEN PARTNERS HOLDINGS, LLC	n/a	Asset manager	$370M	N	yes	n/a
CAMDEN PARTNERS EQUITY MANAGERS I, LLC	n/a	Former SEC adviser	$162M	N	yes	n/a
CAMDEN PARTNERS PRIVATE EQUITY ADVISORS, LLC	n/a	Former SEC adviser	$162M	N	yes	n/a
CAMDEN PARTNERS STRATEGIC II, LLC	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2016	Mar 31, 2017	$396M	$396M	19	10	n/a	n/a	n/a
2015	Mar 30, 2016	$356M	$356M	20	10	n/a	n/a	n/a
2014	Mar 31, 2015	$294M	$294M	21	11	n/a	n/a	n/a
2013	Mar 28, 2014	$342M	$342M	21	11	n/a	n/a	n/a
2012	Mar 26, 2013	$374M	$374M	21	7	n/a	n/a	n/a
2011	Mar 29, 2012	$307M	$307M	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2016	$396M	$356M	11.2%	$342M	5.0%	19	20	n/a	n/a

Relationships

Affiliated with (3)

→ CAMDEN PRIVATE CAPITALRegistered adviserother investment adviser, pooled vehicle sponsor, common control
factForm ADV
→ CAMDEN PARTNERS HOLDINGS, LLCRegistered adviserother investment adviser, common control
factForm ADV
→ CAMDEN PRIVATE CAPITALRegistered adviserother investment adviser, common control
factForm ADV

Controls (4)

← WARNOCK, DAVID, LYLEOwnerMANAGING MEMBER, ownership code C, individual
Dec 21, 2011 to presentfactForm ADV
← TAGLER, JASON, ROwnerMANAGING MEMBER, ownership code NA, individual
Jul 30, 2013 to presentfactForm ADV
← HUGHES, DONALD, W.OwnerMANAGING MEMBER, ownership code C, individual
Dec 21, 2011 to presentfactForm ADV
← SHERMAN, JOSEPH, TODDOwnerMANAGING MEMBER & CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 26, 2013 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:dc84c9e7-e729-c23c-e6a9-3493278af1d1
First observed: Dec 21, 2011
Last observed: Mar 31, 2017 115 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CAMDEN PARTNERS STRATEGIC MANAGER, LLC

CRD 130540

BALTIMORE, MD

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:dc84c9e7-e729-c23c-e6a9-3493278af1d1

Data as of Mar 31, 2017 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:56 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

HUGHES, DONALD, W.

MANAGING MEMBER

yes

02/2004

Dec 21, 2011

Mar 31, 2017

SHERMAN, JOSEPH, TODD

MANAGING MEMBER & CHIEF COMPLIANCE OFFICER

yes

06/2013

Mar 26, 2013

Mar 31, 2017

TAGLER, JASON, R

MANAGING MEMBER

yes

06/2013

Jul 30, 2013

Mar 31, 2017

WARNOCK, DAVID, LYLE

MANAGING MEMBER

yes

02/2004

Dec 21, 2011

Mar 31, 2017

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

CAMDEN PARTNERS HOLDINGS, LLC

n/a

Asset manager

$370M

yes

n/a

CAMDEN PARTNERS EQUITY MANAGERS I, LLC

n/a

Former SEC adviser

$162M

yes

n/a

CAMDEN PARTNERS PRIVATE EQUITY ADVISORS, LLC

n/a

Former SEC adviser

$162M

yes

n/a

CAMDEN PARTNERS STRATEGIC II, LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2016

Mar 31, 2017

$396M

n/a

2015

Mar 30, 2016

$356M

n/a

2014

Mar 31, 2015

$294M

n/a

2013

Mar 28, 2014

$342M

n/a

2012

Mar 26, 2013

$374M

n/a

2011

Mar 29, 2012

$307M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2016

$396M

$356M

11.2%

$342M

5.0%

n/a