DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Campbell Global
Legal name Campbell Global, LLC
Latest filing Apr 28, 2026
First filing on the tape Mar 28, 2012 · 32 filings
SEC status approved since Jul 17, 2000
RAUM
$7.0B
reported, Item 5.F
Discretionary
38%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
144
31 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
3
reported on Schedule D
History
32 filings and snapshots on the tape
RAUM$7.0B as of Apr 28, 2026
Mar 28, 2012$5.2B then
HNW client RAUM$0 as of Apr 28, 2026
Mar 31, 2018$0 then
State-registered IARs (5.B.3)0 as of Apr 28, 2026
Mar 27, 20130 then
Employees (5.A)144 as of Apr 28, 2026
Mar 27, 2013300 then
Private funds3 as of Apr 28, 2026
Mar 28, 201213 then
RAUM +13% over the last fiscal year+19% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Apr 28, 2026; every figure names its basis
Archetypes, each a printed rule
- Institutional asset manager · institutional share (pensions, government, insurance, corporations, charities, banks, other advisers) at least 60 percent and private-client share under 20 percent
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $351MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 38%derivedof RAUM
- Institutional
- 63%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +13%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-based, otherreportedItem 5.E
- Advisory activities
- portfolio management for businesses and institutions, portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $50.0M, 8 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pension and profit-sharing plans$2.8B40%
- Pooled investment vehicles$1.8B25%
- State and municipal entities$1.6B23%
- Corporations and businesses$650M9.3%
- Banks and thrifts$150M2.1%
- Insurance companies$2.5M0.0%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 20reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $50.0M for 8 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.25 institutional_share=0.63 related_bd=true related_bank=true bd_reps=1.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
25 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| 09prno longer reported | Other Private Fund | $2.2B | 21 | Mar 28, 2012 |
| 07apno longer reported | Other Private Fund | $732M | 4 | Mar 28, 2012 |
| 11qsno longer reported | Other Private Fund | $699M | 2 | Mar 28, 2012 |
| 14xmno longer reported | Other Private Fund | $658M | 4 | Mar 27, 2013 |
| 06ejno longer reported | Other Private Fund | $535M | 3 | Mar 28, 2012 |
| 02hzno longer reported | Other Private Fund | $240M | 1 | Mar 28, 2012 |
| 08fvno longer reported | Other Private Fund | $212M | 1 | Mar 27, 2013 |
| 01nbno longer reported | Other Private Fund | $182M | 1 | Mar 28, 2012 |
| Madison Timber, LLCno longer reported | Other Private Fund | $134M | 1 | Mar 28, 2012 |
| Cg Fcsf II Delaware LP | Hedge Fund | $132M | 73 | Mar 31, 2023 |
| Campbell Global Timber Fund, LP | Hedge Fund | $132M | 19 | Mar 31, 2018 |
| Cg Fcsf II Lux Eur Sca-Raif | Hedge Fund | $113M | 4 | Mar 31, 2023 |
| Campbell Global Timber Partnership - A | Hedge Fund | $102M | 1 | Mar 29, 2019 |
| Cg Fcsf II Lux Eur Scsp | Hedge Fund | $90.2M | 1 | Mar 31, 2023 |
| 13ydno longer reported | Other Private Fund | $63.0M | 4 | Mar 28, 2012 |
| Pacific West Timber Company (Oregon), LLCno longer reported | Other Private Fund | $60.6M | 1 | Mar 28, 2012 |
| 17gxno longer reported | Other Private Fund | $54.2M | 1 | Mar 28, 2012 |
| Cg Fcsf II Lux Usd Scsp | Hedge Fund | $40.9M | 15 | Oct 20, 2023 |
| 16wsno longer reported | Other Private Fund | $39.5M | 4 | Mar 28, 2012 |
| 19wcno longer reported | Other Private Fund | $38.5M | 1 | Mar 28, 2012 |
| Lincoln Timber, L.P. | Hedge Fund | $26.7M | 1 | Mar 23, 2017 |
| Campbell Timber Fund II, LPno longer reported | Other Private Fund | $13.1M | 25 | Mar 28, 2012 |
| Campbell/Menasha, LLCno longer reported | Other Private Fund | $13.1M | 25 | May 1, 2017 |
| Q Timberland Trust | Hedge Fund | $3.4M | 1 | Mar 29, 2019 |
| Cg Fcsf II Lux Usd Sca-Raif | Hedge Fund | $485,558 | 1 | Oct 20, 2023 |
Owners and control persons
Schedule A and B, latest filing
- Marie Angela Davis · Presidentcontrolsince 08/2016 · owns less than 5%
- Slade John Gilleland · Chief Executive Officercontrolsince 03/2002 · owns less than 5%
- George Stanley Renecker · Managing Director Acquisitionscontrolsince 03/2002 · owns less than 5%
- Christopher David Rumker · Managing Director - Chief Investment Officercontrolsince 02/2000 · owns less than 5%
- Allen Mark Simmons · Managing Director - Chief Financial Officercontrolsince 02/2000 · owns less than 5%
- Tyrrell John Miller · Chief Compliance Officersince 05/2017 · owns less than 5%
- Justin Kyle Stinchfield · General Counselsince 11/2010 · owns less than 5%
Entity owners
- Jpmorgan Asset Management Holdings Inc. · 100% Shareholderdirect · owns 75% or more
- Jpmorgan Chase & Co. · 100% Shareholderindirect · owns 75% or more of Jpmorgan Chase Holdings LLC · public reporting company
- Jpmorgan Chase Holdings LLC · 100% Shareholderindirect · owns 75% or more of Jpmorgan Asset Management Holdings Inc.
Related persons
Schedule D 7.A
- Campbell Global Australia Pty. Ltdpooled vehicle sponsory
- Campbell Global Timber Fund Gp, LLCpooled vehicle sponsory
- J.P. Morgan Institutional Investmentsbroker-dealernRAUM $14B
- J.P. Morgan Securities LLCbroker-dealerinvestment advisertrust companyLP sponsorCPO or CTAreal estatenRAUM $430B
- Jpmorgan Asset Management (Australia) Limitedinvestment advisern
- Jpmorgan Asset Management (Europe) S.A R.L.investment adviserpooled vehicle sponsorn
- Jpmorgan Chase Bank, N.A.investment adviserbankpooled vehicle sponsorCPO or CTAn
Advisers that list Campbell Global as a related person
- 304491 n
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Assets in custody · $52.9M to $50.0MMar 31, 2026 to Apr 28, 2026
- Discretionary RAUM · $2.6B to $2.7BMar 31, 2026 to Apr 28, 2026
- Non-discretionary RAUM · $4.4B to $4.4BMar 31, 2026 to Apr 28, 2026
- Pension RAUM · $2.8B to $2.8BMar 31, 2026 to Apr 28, 2026
- Pooled vehicle RAUM · $1.7B to $1.8BMar 31, 2026 to Apr 28, 2026
- RAUM · $7.0B to $7.0BMar 31, 2026 to Apr 28, 2026
- Accounts · 23 to 20Mar 28, 2025 to Mar 31, 2026
- Advisory employees · 22 to 31Mar 28, 2025 to Mar 31, 2026
- BD registered reps · 0 to 1Mar 28, 2025 to Mar 31, 2026
- Assets in custody · $56.3M to $52.9MMar 28, 2025 to Mar 31, 2026
- Employees · 134 to 144Mar 28, 2025 to Mar 31, 2026
- Discretionary RAUM · $2.0B to $2.6BMar 28, 2025 to Mar 31, 2026
- Non-discretionary RAUM · $4.2B to $4.4BMar 28, 2025 to Mar 31, 2026
- Pension RAUM · $2.6B to $2.8BMar 28, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $1.2B to $1.7BMar 28, 2025 to Mar 31, 2026
- RAUM · $6.2B to $7.0BMar 28, 2025 to Mar 31, 2026
- Accounts · 19 to 23May 27, 2024 to Mar 28, 2025
- Advisory employees · 25 to 22May 27, 2024 to Mar 28, 2025
- Pension plan clients · unset to 0.0May 27, 2024 to Mar 28, 2025
- Assets in custody · $48.3M to $56.3MMay 27, 2024 to Mar 28, 2025
- Employees · 142 to 134May 27, 2024 to Mar 28, 2025
- Financial planning clients · unset to May 27, 2024 to Mar 28, 2025
- Discretionary RAUM · $901M to $2.0BMay 27, 2024 to Mar 28, 2025
- Non-discretionary RAUM · $4.4B to $4.2BMay 27, 2024 to Mar 28, 2025
- Pension RAUM · $2.0B to $2.6BMay 27, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $892M to $1.2BMay 27, 2024 to Mar 28, 2025
- RAUM · $5.3B to $6.2BMay 27, 2024 to Mar 28, 2025
- Accounts · 21 to 19Oct 20, 2023 to Mar 28, 2024
- Advisory employees · 28 to 25Oct 20, 2023 to Mar 28, 2024
- Corporate clients · unset to 6.0Oct 20, 2023 to Mar 28, 2024
- Pooled vehicle clients · 7 to 9Oct 20, 2023 to Mar 28, 2024
- Assets in custody · $61.1M to $48.3MOct 20, 2023 to Mar 28, 2024
- Employees · 145 to 142Oct 20, 2023 to Mar 28, 2024
- Private funds · 9 to 3Oct 20, 2023 to Mar 28, 2024
- Discretionary RAUM · $653M to $901MOct 20, 2023 to Mar 28, 2024
- Non-discretionary RAUM · $4.4B to $4.4BOct 20, 2023 to Mar 28, 2024
- Pension RAUM · $2.0B to $2.0BOct 20, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $641M to $892MOct 20, 2023 to Mar 28, 2024
- RAUM · $5.1B to $5.3BOct 20, 2023 to Mar 28, 2024
- Accounts · 16 to 21Apr 25, 2023 to Oct 20, 2023
Signals
5 dated events
- Lee Gary Combs (Managing Director; Manager, Board Of Managers) no longer on Schedule A of Campbell Global (listed 2021-03-31, absent 2021-09-30)Sep 30, 2021 · Control person left · inference
- Philip Stephen Levesque (Managing Director Of Operations) no longer on Schedule A of Campbell Global (listed 2021-03-31, absent 2021-09-30)Sep 30, 2021 · Control person left · inference
- Singh Surender Rana (Manager, Board Of Managers) no longer on Schedule A of Campbell Global (listed 2021-03-31, absent 2021-09-30)Sep 30, 2021 · Control person left · inference
- Ann Julie Lawrence (Managing Director Of Portfolio Management) no longer on Schedule A of Campbell Global (listed 2019-03-29, absent 2020-03-30)Mar 30, 2020 · Control person left · inference
- Singh Surender Rana (Manager, Board Of Managers) appeared on Schedule A of Campbell GlobalMar 29, 2019 · Control person joined · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- LINKEDIN.COM/COMPANY/CAMPBELL-GROUPreportedpublic record, Form ADV, Sep 17, 2026
- Website
- CGLEASE.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 503-275-9675reportedpublic record, Form ADV, Apr 28, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Other adviserderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026