|
⚲
|
| Camelot Event-Driven Advisors LLC
✚
| |
|---|---|
| CRD # | 291798 |
| SEC # | 801-112328 |
| CIK # | 0001807776 |
| AUM | $105.5 MM (2024-03-06) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 419-794-0538 |
| Address | 1700 Woodlands Drive Maumee, OH 43537 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| HF | KHA Capital Partnership I LP | 2022-03-30 | 0.0 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 105.5 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1 | 105.5 |
| By Discretionary | ||
| Discretionary | 1 | 105.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1 | 105.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 105.5 | |
| Total | 1 | 105.5 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| SC 13D | [0001807776] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Camelot Event-Driven Advisors LLC | BAB Inc | [2020-03-27] |
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
Camelot Portfolios LLC
✚
|
OH | 0.3 |
|
Atlantis Wealth Advisors LLC
✚
|
OH | 0.1 |
|
Camelot Event-Driven Advisors LLC
✚
|
OH | 0.1 |
|
Camelot Funds LLC
✚
|
OH | 0.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Womack Financial LLC
✚
|
TX | 0.1 |
|
Twin Gryphon Advisors LLC
✚
|
MA | 0.1 |
|
Red Crane Wealth Management LLC
✚
|
CA | 0.1 |
|
Seacrest Investment Management LLC
✚
|
NY | 0.1 |
|
ACT Capital Management LLC
✚
|
PA | 0.1 |
|
Cardinal Point Capital LLC
✚
|
CA | 0.1 |
|
ABRA Capital Management LP
✚
|
CA | 0.1 |
|
Colrain Capital LLC
✚
|
MA | 0.1 |
|
Bergen Park Capital Management LLC
✚
|
MT | 0.1 |
|
Branzan Investment Advisors Inc
✚
|
CO | 0.1 |