Camelot Event-Driven Advisors, LLC

RIASEC RegisteredEst. 2018
Total AUM
$108M
Discretionary
$108M
100% of AUM
Avg account
$53.9M
Accounts
2
Employees
2
Advisory reps
4

Firm details

Headquarters
Maumee, Ohio
CRD number
291798
Registered since
January 19, 2018
Fee structure
Percentage of AUM
Client types
  • Investment Companies99.66%
  • Pooled Investment Vehicles0.34%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

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

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

2 of 2
  • Paul Hoffmeister

    Paul Hoffmeister

    Chief EconomistCRD 4712982

  • Darren Munn

    Darren Munn

    CEO & Chief Investment OfficerCRD 3100611

Contacts

2 of 2
  • Ashleigh Swayze

    Ashleigh Swayze

    Managing MemberCRD 4632543

  • Thomas Kirchner

    Thomas Kirchner

    Portfolio ManagerCRD 4595178

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth