CAMELOT EVENT-DRIVEN ADVISORS, LLC
Firm details
- Headquarters
- MAUMEE, Ohio
- CRD number
- 291798
- Registered since
- January 19, 2018
- Website
- cameloteventdrivenfund.com
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies99.66%
- Pooled Investment Vehicles0.34%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
Camelot Event-Driven Advisors, LLC is a small, institutionally focused adviser that provides portfolio management for investment companies. The firm operates as a limited liability company and is set up to act as an adviser, sponsor and general partner of pooled investment vehicles. Its business model centers on fee-based management (percentage of AUM) for institutional clients and the firm’s name and structure indicate a focus on event-driven strategies and opportunistic trading around corporate actions, restructurings and similar catalysts. The adviser does not position itself as an ESG investor and it is not organized as a multi-state or pension consulting practice. Camelot runs at least one pooled vehicle and performs both advisory and sponsor/GP roles, which suggests a hands-on investment implementation approach: sourcing, structuring and operating private funds while also managing discretionary mandates for institutional accounts.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2PAUL HOFFMEISTER
Chief EconomistCRD 4712982
DARREN MUNN
CEO & Chief Investment OfficerCRD 3100611
Contacts
2 of 2ASHLEIGH SWAYZE
Managing MemberCRD 4632543
THOMAS KIRCHNER
Portfolio ManagerCRD 4595178
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MAUMEE, OH
LUCAS
Location
MAUMEE, OH
Headquartered in MAUMEE, OH, anchoring the Toledo-Findlay-Tiffin, OH metro in the Midwest.
- Metro area
- Toledo-Findlay-Tiffin, OH
- Region
- Midwest
- County
- LUCAS
- Address
- 1700 Woodlands Dr
- Time zone
- ET (UTC-5)
- Office locations
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