Camelback Capital Management, LLC
RIAState Registered
Total AUM
$15.4M
Discretionary
$15.4M
100% of AUM
Avg account
$327K
Accounts
47
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 169524
- Website
- camelbackwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI72.65%
- Individuals24.86%
- Corporations / Businesses2.49%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Camelback Capital Management, LLC is a small, privately owned investment adviser organized as an LLC that manages portfolios for individuals, families and small businesses as well as for business or institutional clients. The firm charges fees as a percentage of assets under management and provides discretionary portfolio management services. Its publicly reported stance shows a marked fixed-income orientation, it does not identify as an active ESG investor, and it is not registered as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- State & Local Bonds43%
- Exchange Traded Equities28%
- Investment Grade Corp Bonds15%
- Non-Investment Grade Corp Bonds12%
- US Government Bonds5%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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