Camelot Portfolios LLC

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Assets, Funds, Holdings

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Camelot Portfolios LLC
CRD #145918
SEC #801-70932
CIK #
AUM $434.9 MM (100% Disc, 100% US)
Employees25 (52% Investors, 8% Brokers)
Phone419-794-0538
Address1700 Woodlands Dr
Maumee, OH 43537
Links IAPDexternal Websiteexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
FSD 432.7 11.1
RNP 960.4 9.8
EVV 1,460.0 9.1
JRI 433.3 9.0
PSEC 2,420.0 4.7
AAPL 843,560.0 4.5
DEM 4.0
ARCC 7,450.0 3.4
HYLS 3.1
F 34,260.0 2.9
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Holdings by Sector ($BB)
Type Private Fund Form D Sold ($MM) AUM ($MM)
HF Camelot Advantage Fund LP
0.1
View All
Related Firms State AUM ($BB)
Camelot Portfolios LLC
OH
0.4
Camelot Advisors LLC
OH
0.2
Camelot Funds LLC
OH
0.0
Camelot Event-Driven Advisors LLC
OH
0.0
Comparable Firms State AUM ($BB)
Ballew Advisors Inc
MS
0.6
Generation Capital Management LLC
NY
0.6
Hayden Royal LLC
NC
0.5
Rays Capital Partners Limited
0.5
Livingston Group Asset Management Company
TN
0.4
Contravisory Investment Management Inc
MA
0.4
JP Marvel Investment Advisors Inc
MA
0.4
Elgethun Capital Management
SD
0.3
Burnham Asset Management Corp
NY
0.3
Birinyi Associates Inc
CT
0.3