CAMPTON PRIVATE EQUITY ADVISORS
Firm details
- Headquarters
- SAN FRANCISCO, California
- CRD number
- 288085
- Website
- www.camptonpe.com
- Fee structure
- Hourly Charges, Fixed Fees, Other
- Services
- Selection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1ALLEN LATTA
Managing DirectorCRD 2983463
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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