AUMdb

Off Camber Creative Llc

SEC-registered Investment Adviser CRD 324621 · SEC file 801-127232 · Prospect, KY · twitter.com
☆ Save with Pro ADV data as of Mar 01, 2024
Regulatory AUM
Discretionary
Clients
6
Avg AUM / client
Accounts
Employees
1

AUM over time

$0 $0
Dec 21, 2022 Jan 18, 2023

Reported AUM from Form ADV filings, plotted by filing date · as of Mar 01, 2024

Who they serve

Client typeClientsAUM% of AUM
High net worth individuals 5
Pooled investment vehicles (non-investment companies) 1

People (5)

NameRole / titleCredentialsWith firm sinceOwnership
Page, Christopher, Robin Managing Partner, Chief Compliance Officer And Ceo Dec 2016 (10y) 50% – 75%
Beran, John, Edward Partner Jun 2017 (9y) ≈ 3.75% – 10% via Outrider Technologies
Stevens, Marc, Daniel Partner Nov 2017 (9y) 5% – 10%
Fitzpatrick, Donald, Gleason Partner Feb 2019 (8y) 5% – 10%
Rodriguez, Oscar, Nmn Partner Dec 2019 (7y) 5% – 10%

Entity owners (Schedule A/B)

EntityTitle / statusSinceSch.Ownership
Outrider Technologies Member Jun 2017 A 5% – 10%

Undisclosed: 0% – 30% of the firm is not attributable from the filed Schedule A bands.

Estimated effective ownership (look-through of filed bands):

  • Beran, John, Edward: 75% – 100% of Outrider Technologies × 5% – 10% direct ≈ 3.75% – 10% 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)

FormPeriodSize
Form ADV (full filing) 03/01/2024 853 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

  • Percentage of assets under management
  • Performance-based fees

Services

  • Portfolio management for individuals/small businesses

Custody

Firm reports it does not have 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 01, 2024.

View current Form ADV (SEC/IAPD) ↗