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Camilla Asset Management, LP (Dallas)


Camilla Asset Management, LP is a large advisory firm based in Dallas. It manages $482.83 million of regulatory assets for 13 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, California, Colorado, and 6 other states.

Camilla Asset Management provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Camilla Asset Management: assets under management

The assets under management (AUM) of Camilla Asset Management, LP is $482.83 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 1503% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $482.83 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $37.14 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Camilla Asset Management, LP for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Stephen Bishop Smith Managing member 1 Jul 2001 75% - 100% 428986

Based in Dallas

The principal office where Camilla Asset Management, LP performs its advisory services is located at C/O Bear, Stearns & Co. Inc., Dallas, TX 75201 The mailing address of the firm is 570 Washington Blvd, 12 Th Floor, Jersey City, NJ 07310. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 214-979-7646 or by fax 214-979-7642. The normal business hours are 8:00 a.m. to 5:00 p.m. on Monday - Friday.


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