Case Study

Long-Established CTA Firm Transitions from In-House Team to NAV to More Efficiently Handle Volume & Enhance Investor Services



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In 1972 Campbell & Company became one of the first Commodity Trading Advisors in existence. Over the next several decades of industry consolidation, Campbell managed its strategies through changing business cycles and conditions, grew its AUM, and established itself as an industry leader. After decades of handling its back office functions in-house and with another third-party administrator, it opted to transfer those functions to NAV in 2018. Long-time Campbell executives, Chief Operating Officer John Radle and Director of Operations Tim Culbertson, shared their experience working with NAV and the impact on their operations.

How NAV Helped

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