Addepar
32 Case Studies
A Addepar Case Study
CAM Capital is a New York–based private investment firm founded in 2012 that manages capital for entities related to Bruce Kovner and senior employees across a wide range of asset classes. The firm relied on Excel for aggregation, analysis and reporting, which made customization slow, error-prone and cumbersome—especially given CAM’s nested ownership structure and frequent ad hoc data requests.
Addepar gave CAM a single platform to build and adjust reports on the fly without outside support, delivering faster, more flexible analytics and cross–asset accuracy. As a result, CAM gained deeper investment insight, streamlined day‑to‑day reporting, reduced risk of spreadsheet errors and now accesses reliable, hands‑on client support to extract maximum value from the system.
Yuriy Shteinbuk
Investment Team Member