CERTUITY, LLC

other names
  • CERTUITY, LLC
  • CAMDEN CAPITAL MANAGEMENT, LLC
  • KLEIN & KRAMBEER, LLC
  • CAMDEN CAPITAL, LLC
  • ALTS PLUS
  • CERTUITY
  • ALTS+
  • CAMDEN CAPITAL
  • ALTSPLUS

Adviser Profile
As of Date 03/28/2026
ADV Location NORTH PALM BEACH, FL, United States
Adviser Type - Large advisory firm
Number of Employees 35 -15%
of those in investment advisory functions 15 -6%
Registration SEC, Approved, 01/02/2004
AUM* 3,301,613,248 -17%
of that, discretionary 2,244,115,009 -21%
Private Fund GAV* 917,994,829 11%
Avg Account Size 1,806,134 50%
% High Net Worth 78.82% -4%
SMA’s Yes
Private Funds 34 7
Contact Info 561 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

Reported AUM

3B 3B 2B 2B 1B 898M 449M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Form ADV-E Surprise Examination Reports

Accounting Firm Name Filing Date Form ADV-E
Accounting Firm Name ASSURANCE DIMENSIONS Filing Date12/12/2025 Form ADV-E View Report
Accounting Firm Name ASSURANCE DIMENSIONS Filing Date10/04/2024 Form ADV-E View Report
Accounting Firm Name ASSURANCE DIMENSIONS Filing Date12/22/2023 Form ADV-E View Report

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count2 GAV$101,440,654
Fund TypePrivate Equity Fund Count25 GAV$679,234,175
Fund TypeOther Private Fund Count7 GAV$137,320,000

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