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 an SEC-registered institutional registered investment adviser organized as an LLC and operating since 2018. The firm serves institutional clients and charges fees based on a percentage of assets under management. Its principal advisory activity is portfolio management for investment companies. Corporate ownership mixes a domestic entity and individual owners, and the firm reports affiliations that include acting as an investment adviser and sponsor as well as serving as a general partner or managing member of pooled investment vehicles. Camelot does not identify as an active ESG investor, is not a multistate adviser, and is not classified as a capital allocator.
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
Owners & executives
2 of 2
Paul Hoffmeister
Chief EconomistCRD 4712982

Darren Munn
CEO & Chief Investment OfficerCRD 3100611
Contacts
2 of 2
Ashleigh 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
Similar firms
Beacon Associates Wealth Management, LLC
RIAMaumee, OH
Atlantis Wealth Advisors LLC
RIAMaumee, OH
Munn Wealth Management, LLC
RIAMaumee, OH
Camelot Portfolios, LLC
RIAMaumee, OH
The Retirement Guys Formula
RIAMaumee, OH
Glass City Capital Management, LLC
RIAMaumee, OH