Ce Investment Management, Llc
- Regulatory AUM
- $5.9B
- Discretionary
- $5.9B
- Clients
- —
- Avg AUM / client
- —
- Accounts
- 6
- Employees
- 17
AUM over time
Annual snapshots from Form ADV filings · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Charitable organizations | Fewer than 5 clients | $95.4M | 1.61% |
| Insurance companies | Fewer than 5 clients | $5.7B | 96.2% |
| Corporations and other businesses | Fewer than 5 clients | $129M | 2.18% |
People (5)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Cameron, Lynda, Lee | Trustee | Dec 2006 (20y) | GP / trustee / elected manager of Llc Trust B 2 Nd (indirect) | |
| Cameron, William, Martyn | Trustee | Dec 2006 (20y) | GP / trustee / elected manager of Wmc Trust B 2 Nd (indirect) | |
| Robison, John, Edward | Senior Vice President Chief Investment Officer / Board Of Managers | Aug 2019 (7y) | Less than 5% | |
| Cassil, John, Kevin | Board Of Managers | Nov 2020 (6y) | Less than 5% | |
| Lee, Jonathan, David | Chief Compliance Officer | Feb 2023 (4y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Cameron Enterprises A Limited Partnership | Sole Member | Dec 2018 | A | 75% or more |
| Wmc Trust B 2 Nd | Limited Partner | Dec 2006 | B | ≈ 18.75% – 50% via Cameron Enterprises A Limited Partnership |
| Llc Trust B 2 Nd | Limited Partner | Dec 2006 | B | ≈ 18.75% – 50% via Cameron Enterprises A Limited Partnership |
| Cameron Associates, Inc. | Sole General Partner | Oct 1999 | B | GP / trustee / elected manager of Cameron Enterprises A Limited Partnership (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Wmc Trust B 2 Nd: 25% – 50% of Cameron Enterprises A Limited Partnership × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Llc Trust B 2 Nd: 25% – 50% of Cameron Enterprises A Limited Partnership × 75% – 100% direct ≈ 18.75% – 50% 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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 1.27 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
Services
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Investrust $6.4B (100% of AUM) Sep 2021
- U.S. Bank $4.0B (68% of AUM) Mar 2026
- Umb Financial Services, Inc. $619M (10% of AUM) Mar 2026
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) ↗