CAMPTON PRIVATE EQUITY ADVISORS

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
2
Advisory reps
1

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
288085
Fee structure
Hourly Charges, Fixed Fees, Other
Services
Selection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Campton Private Equity Advisors is a small, fee-for-service capital allocator that works primarily with individual and family clients. Structured as a limited liability company and owned by an individual, the firm positions itself as a manager selector and advisory resource rather than a traditional asset manager. Its stated activities include selection of other advisers, the publication of periodicals or newsletters, and running educational seminars and workshops — all consistent with an advisory practice that emphasizes manager due diligence, investor education and bespoke allocation planning. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser. Its fee model is oriented toward hourly charges, fixed fees and other non-asset-based arrangements, which aligns with consulting and advisory engagements such as manager selection, portfolio construction advice, and private capital placement work. An industry affiliation with a law firm is noted, which can support legal and structuring assistance around private deals and alternative investments.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

Contacts

1 of 1
  • ALLEN LATTA

    Managing DirectorCRD 2983463

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

SAN FRANCISCO, CA

SAN FRANCISCO

Location

SAN FRANCISCO, CA

Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN FRANCISCO
Address
601 Montgomery St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth