CE Investment Management, LLC

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Total assets under management

$5,907,573,125

Total clients

Total advisors

of 17 employees

Firm size

Investment Manager

May not manage individual clients

Average clients per advisor

—

Average account size

—

About

CE Investment Management, LLC (CEIM) provides customized investment management services exclusively to affiliated companies within the Cameron Enterprises group, serving insurance entities, corporate affiliates and charitable foundations. As of December 31, 2025, CEIM managed approximately $5.9 billion on a discretionary basis and focuses on institutional and pooled assets rather than individual retail clients.

The firm’s investment approach centers on fixed income and originated commercial mortgage loan strategies, with an emphasis on liability-matched investing for an insurance company general account. CEIM employs a research-based, top-down and bottom-up process that integrates credit and structured-products analysis, quantitative research and risk management, and it oversees third‑party managers for private placements and CLO exposure.

CEIM’s corporate structure and business relationships are notable for an investment manager: it operates within a diversified group that includes insurance companies and maintains affiliations with a broker‑dealer, a trust company, a banking institution and pension consulting relationships. The firm also originates and monitors commercial loans with monthly performance reporting, performs detailed due diligence and ongoing monitoring of external managers (including SOC1 and ESG reviews), and states it does not currently use artificial intelligence for portfolio decisions.

Client services

Portfolio management Selection of other advisers

Expertise

Wealth management Private / alternative investments Business Financial Management

Fee options

Percentage

Main office location

CE Investment Management, LLC

9000 Cameron Parkway, 11 Th Floor

Oklahoma City OK 73114, United States

Number of offices

Most active in

New York · Oklahoma

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Is not active or affiliated with:

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

405-523-5348

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