Ca Partners Llc
- Regulatory AUM
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- Discretionary
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- Clients
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- Avg AUM / client
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- Accounts
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- Employees
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AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 30, 2026
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $27.6M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Cam Fund, Lp | Venture Capital Fund | Pennsylvania | $26.9M | 20 |
| Cam Gold Investors, Llc | Venture Capital Fund | Delaware | $707K | 3 |
People (2)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Kleberg, Scott, Masterson | Sole And Managing Member, Chief Investment Officer | Jan 2007 (20y) | 75% or more of Ca Partners Holdings Company Llc (indirect) | |
| Walsh, Susannah, Walker | Chief Compliance Officer | Dec 2011 (15y) | Less than 5% |
Undisclosed: 95% – 100% of the firm is not attributable from the filed Schedule A bands.
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 (2, $27.6M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Cam Fund, Lp | Venture Capital Fund | $26.9M | $1.0M | 20 |
| Cam Gold Investors, Llc | Venture Capital Fund | $707K | $1.0M | 3 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 797 KB | 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
Not reported.
Custody
Reported custodians
- Bank Of America, National Association $14.6M (15% of AUM) Mar 2018
- J.P. Morgan $9.4M (10% of AUM) Mar 2018
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗