Caam Acquisition Co., Inc. (Bethlehem)

Caam Acquisition Co., Inc. is a large advisory firm based in Bethlehem. It manages $1.17 billion of regulatory assets for 422 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of New York, Ohio, and Pennsylvania.

Caam Acquisition Co. provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Caam Acquisition Co.: assets under management

The assets under management (AUM) of Caam Acquisition Co., Inc. is $1.17 billion. The company doesn't manage any assets belonging to foreign clients.

The firm manages $686.66 million in discretionary accounts and $487.16 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.23 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $4.27 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Caam Acquisition Co., Inc. for their services and products based on a percentage of assets under management and fixed 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.

Careers at Caam Acquisition Co., Inc.

Gregg J. Wagner has been acting as President since 1 Nov 2005. John William Eisele joined the executive team most recently as the President/Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Harleysville National Bank And Trust Company	Shareholder	1 Nov 2005	75% - 100%	23-0672885
Gregg J. Wagner	President	1 Nov 2005	Other	5069240
John William Eisele	Vice president	1 Nov 2005	Other	76519
George S. Rapp	Treasurer	1 Nov 2005	Other	5069241
Joann Bynon	Secretary	1 Nov 2005	Other	5069242
Gregg Joseph Wagner	President	1 Nov 2005	Other	5069240
George Stephen Rapp	Treasurer	1 Nov 2005	Other	5069241
Joann Marie Bynon	Secretary	1 Nov 2005	Other	5069242
John William Eisele	President/director	1 Jan 2006	Other	76519
Malcolm Lee Cowen	Managing director	1 Jan 2006	Other	1013493
Donna Marie Humphrey	Vice president/cco	1 Jan 2006	Other	2133971
Thomas Joseph Scalici	Assistant secretary/director	1 Jan 2006	Other	1520689
John Raymond Yaissle	Director	1 Jan 2006	Other	473902
Clay Thomas Henry	Director	1 Jan 2006	Other	4568233

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Harleysville National Corporation	Shareholder	1 Jan 1983	75% - 100%	23-2210237

Based in Bethlehem

The principal office where Caam Acquisition Co., Inc. performs its advisory services is located at 74 West Broad Street, Suite 340, Bethlehem, PA 18018, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (610) 694-0900 or by fax (610) 867-8614. The normal business hours are 8:30 am - 5:00 pm on Monday - Friday.