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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Camelot Technology Advisors Inc
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|---|---|
| CRD # | 128053 |
| SEC # | 801-110358 |
| CIK # | 0002021818 |
| AUM | $200.9 M (2025-03-25) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 415-806-3641 |
| Address | 100 Bush St San Francisco, CA 94104 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Sprott Physical Gold Trust | 5.4 | ||
| Targa Resources Corp | 2.1 | ||
| Boeing Co | 1.5 | ||
| Diamondback Energy Inc | 1.0 | ||
| Agilent Technologies Inc | 0.8 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 22 | 4.5 |
| (b) Individuals (high net worth individuals) | 38 | 195.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 0.8 |
| (h) Charitable organizations | 1 | 0.6 |
| (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 | 2 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 283 | 200.9 |
| By Discretionary | ||
| Discretionary | 283 | 200.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 283 | 200.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 200.9 | |
| Total | 283 | 200.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002021818] |
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|---|---|---|
|
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CA | 0.2 |
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0.2 | |
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