CAMELOT CAPITAL PARTNERS LLC

RIASEC RegisteredEst. 2017
Total AUM
$1.5B
Discretionary
$1.5B
100% of AUM
Avg account
$514M
Accounts
3
Employees
4
Advisory reps
2

Firm details

Headquarters
LAGUNA BEACH, California
CRD number
281843
Registered since
July 21, 2017
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Camelot Capital Partners LLC is a privately held investment manager organized as an LLC and registered with the SEC in 2017. The firm operates as a hedge fund manager that runs pooled investment vehicles and acts as sponsor/GP/managing member of those vehicles. Its client base is institutional, and its advisory mandate focuses on portfolio management for pooled funds. Compensation is a mix of asset-based fees and performance fees. Camelot does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • WILLIAM BARKER

    Founder & CEOCRD 6575390

  • MANOJ POMBRA

    Deputy Chief Compliance OfficerCRD 1993850

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

LAGUNA BEACH, CA

ORANGE

Location

LAGUNA BEACH, CA

Headquartered in LAGUNA BEACH, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
ORANGE
Address
312 Broadway St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth