Camden Partners Holdings, Llc
- Regulatory AUM
- $370M
- Discretionary
- $370M
- Clients
- 17
- Avg AUM / client
- $21.7M
- Accounts
- 17
- Employees
- 4
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 25, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 17 | $370M | 100.0% |
Private funds (18)
View all →Reported in Form ADV Section 7.B.(1), filing of Nov 2024 · $403M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Camden Partners Strategic Fund Vi, L.P. | Private Equity Fund | Delaware | $134M | 56 |
| Camden Partners V Spv, Lp | Private Equity Fund | Delaware | $93.6M | 78 |
| Camden Partners Iv Spv, Lp | Private Equity Fund | Delaware | $49.8M | 61 |
| Camden Partners V Sidecar Fund, L.P. | Private Equity Fund | Delaware | $34.5M | 2 |
| Camden Partners Inwood Fund, Lp | Private Equity Fund | Delaware | $17.8M | 5 |
| Camden Private Capital Iii, Llc | Private Equity Fund | Delaware | $12.1M | 79 |
| Camden Private Capital Iv A, Llc | Private Equity Fund | Delaware | $11.5M | 36 |
| Camden Private Capital Iii A, Llc | Private Equity Fund | Delaware | $9.1M | 48 |
| Camden Partners Strategic Director And Officer Fund Vi, L.P. | Private Equity Fund | Delaware | $9.1M | 28 |
| Camden Private Capital Ii, Llc | Private Equity Fund | Delaware | $7.0M | 38 |
| Camden Private Capital Iv, Llc | Private Equity Fund | Delaware | $7.0M | 22 |
| Camden Private Capital Ii A, Llc | Private Equity Fund | Delaware | $4.1M | 25 |
| Camden Partners Strategic Fund Vi A, L.P. | Private Equity Fund | Delaware | $4.0M | 8 |
| Camden Partners Iii Spv, L.P. | Private Equity Fund | Delaware | $3.2M | 30 |
| Camden Private Capital Venture, Llc | Venture Capital Fund | Delaware | $2.4M | 83 |
People (2)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Sherman, Joseph, Todd | Manager Of General Partner & Chief Compliance Officer | Nov 2021 (5y) | ≈ 37.5% – 75% via Camden Partners Manager Holdings Lp | |
| Tagler, Jason, R | Manager Of General Partner | Nov 2021 (5y) | ≈ 37.5% – 75% via Camden Partners Manager Holdings Lp |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Camden Partners Manager Holdings Lp | Owner | Nov 2021 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Sherman, Joseph, Todd: 50% – 75% of Camden Partners Manager Holdings Lp × 75% – 100% direct ≈ 37.5% – 75% of the firm
- Tagler, Jason, R: 50% – 75% of Camden Partners Manager Holdings Lp × 75% – 100% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (18, $403M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Camden Partners Strategic Fund Vi, L.P. | Private Equity Fund | $134M | $1.0M | 56 |
| Camden Partners V Spv, Lp | Private Equity Fund | $93.6M | $1.0M | 78 |
| Camden Partners Iv Spv, Lp | Private Equity Fund | $49.8M | $1.0M | 61 |
| Camden Partners V Sidecar Fund, L.P. | Private Equity Fund | $34.5M | $1.0M | 2 |
| Camden Partners Inwood Fund, Lp | Private Equity Fund | $17.8M | $1.0M | 5 |
| Camden Private Capital Iii, Llc | Private Equity Fund | $12.1M | $250K | 79 |
| Camden Private Capital Iv A, Llc | Private Equity Fund | $11.5M | $250K | 36 |
| Camden Private Capital Iii A, Llc | Private Equity Fund | $9.1M | $250K | 48 |
| Camden Partners Strategic Director And Officer Fund Vi, L.P. | Private Equity Fund | $9.1M | $1.0M | 28 |
| Camden Private Capital Ii, Llc | Private Equity Fund | $7.0M | $100K | 38 |
| Camden Private Capital Iv, Llc | Private Equity Fund | $7.0M | $250K | 22 |
| Camden Private Capital Ii A, Llc | Private Equity Fund | $4.1M | $100K | 25 |
| Camden Partners Strategic Fund Vi A, L.P. | Private Equity Fund | $4.0M | $1.0M | 8 |
| Camden Partners Iii Spv, L.P. | Private Equity Fund | $3.2M | $1.0M | 30 |
| Camden Private Capital Venture, Llc | Venture Capital Fund | $2.4M | $250K | 83 |
| Camden Partners V D&O Spv, Lp | Private Equity Fund | $1.9M | $1.0M | 15 |
| Camden Private Capital Corporate Finance, Llc | Private Equity Fund | $1.3M | $250K | 78 |
| Camden Partners V A Spv, Lp | Private Equity Fund | $579K | $1.0M | 4 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/25/2026 | 4.54 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 25, 2026.
View current Form ADV (SEC/IAPD) ↗