Cam North America, LLC (New York)


Cam North America, LLC is a large advisory firm based in New York. It manages $64.05 billion of regulatory assets for 198,714 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 47 other states.

Cam North America provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Cam North America: assets under management

The assets under management (AUM) of Cam North America, LLC is $64.05 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -53% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $64.05 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $322.32 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Cam North America, LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Cam North America, LLC

Timothy Charles Scheve has been acting as President since 1 Dec 2005. Terrence James Murphy joined the executive team most recently as the Chief Administrative Officer.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Michael Even Global chief investment officer 1 Aug 2005 Other 2176724
Harry David Cohen Chief investment officer - u.s. retail and high net worth 1 Aug 2005 Other 49893
Stephen H Hopkins Chief executive officer and president 1 Aug 2005 Other 4730599
Andrew Thomas Beagley Chief compliance officer 1 Aug 2005 Other 4606683
Michael Fred Rosenbaum General counsel 1 Aug 2005 Other 3183252
Anthony Peter Cieszko Head of u.s. retail and high net worth 1 Aug 2005 Other 1158003
Citigroup Global Markets Holdings Inc Sole member 1 Aug 2005 75% - 100% 11-2418067
Terrence Murphy Chief financial officer 1 Aug 2005 Other 5007121
Michael Nmn Even Global chief investment officer 1 Aug 2005 Other 2176724
Stephen Henry Hopkins Chief executive officer and president 1 Aug 2005 Other 4730599
Terrence James Murphy Chief financial officer 1 Aug 2005 Other 5007121
Inc. Legg Mason Sole member 1 Dec 2005 75% - 100% 52-1200960
Timothy Charles Scheve Director 1 Dec 2005 Other 1319072
Mark Raymond Fetting Director 1 Dec 2005 Other 733409
Brian Scott Posner Chief executive officer 1 Dec 2005 Other 1236037
Peter Lanning Bain Director 1 Dec 2005 Other 4221890
Barbara Brooke Manning Chief compliance officer 1 Feb 2006 Other 3198494
Terrence James Murphy Chief administrative officer 1 Mar 2006 Other 5007121
Brian Scott Posner President, chief executive officer, co-chief investment officer 1 Mar 2006 Other 1236037
Harry David Cohen Co-chief investment officer 1 Mar 2006 Other 49893

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Citigroup Inc. 100% shareholder 1 Aug 2005 75% - 100% 52-1568099

Based in New York

The principal office where Cam North America, LLC performs its advisory services is located at 399 Park Avenue, New York, NY 10022, which is also the mailing address of the firm. An additional office of the firm is in San Francisco, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 800-691-6959 or by fax 877-638-5508. The normal business hours are 9:00am-5:00p.m. on Monday - Friday.