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 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

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

    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

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

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