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CAMPBELL GLOBAL
Legal name: CAMPBELL GLOBAL, LLC
CRD 111944File 801-57589
APPROVED
Custody
Disclosure events
Filing as of Apr 28, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$7.02B
Top 25% of cohort (national)
Discretionary AUM
$2.66B
Non-discretionary $4.36B
Clients
15
20 accounts
Employees
144
Top 10% of cohort in OR
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Jul 17, 2000
- Principal office
- 1300 SW 5TH AVENUE, SUITE 3200, PORTLAND, OR, 97201
- Phone
- 503-275-9675
- Website
- HTTP://WWW.CGLEASE.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $7.02B
- Discretionary AUM
- $2.66B
- Non-discretionary AUM
- $4.36B
- Discretionary accounts
- 11
- Non-discretionary accounts
- 9
- Total accounts
- 20
- AUM per client
- $468.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 6 | $649.8M |
| Insurance companies | Fewer than 5 | $2.5M |
| Pooled investment vehicles | 9 | $1.76B |
| Banking or thrift institutions | Fewer than 5 | $150.0M |
| Pension and profit sharing plans | Fewer than 5 | $2.82B |
| State or municipal government entities | Fewer than 5 | $1.63B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — PLEASE SEE SCHEDULE D MISC FOR INFORMATION ON THIS POINT.
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11A1
- Q11A2
- Q11C1
- Q11C2
- Q11C4
- Q11C5
- Q11D2
- Q11D4
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.