CAMELOT CAPITAL MANAGEMENT LTD

Exempt Reporting AdvisorFINRA MemberEst. 2019
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
WAYNE, Pennsylvania
CRD number
305496
Registered since
August 26, 2019

Firm profile

FINTRX

Overview

Camelot Capital Management Ltd. is a corporation that registered with the SEC in 2019 and is owned by an individual proprietor. The firm’s regulatory profile is unclassified and it does not identify itself as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. Its primary role is operating and managing pooled investment vehicles: the firm lists sponsor, general partner and managing-member responsibilities for those vehicles rather than retail advisory relationships. Camelot does not present itself as a separate capital allocator.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • THOMAS ROSATO

    Founder, CEO EmeritusCRD 1384790

Contacts

1 of 1
  • DAVID PENNYPACKER

    PresidentCRD 5149265

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

WAYNE, PA

DELAWARE

Location

WAYNE, PA

Headquartered in WAYNE, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
DELAWARE
Address
995 Old Eagle School Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth