Camshaft Capital Advisors LLC

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Camshaft Capital Advisors LLC
CRD #322577
SEC #801-127451
CIK #0001822044
AUM
Employees 5 (40% Investors, 0% Brokers)
Fees
Minimum
Phone305-619-1383
Address1200 Brickell Ave Suite 310
Miami, FL 33131
Source [IAPD] [EDGAR] [Website]
Total AUM ($M)
60048036024012002011201620212026
Fees and Compensation — Form ADV Part 2A (3/29/2024) [Brochure]
Item 5. Fees and Compensation
A management fee is paid monthly in advance to the General Partner. The management fee is
equal to three percent (3%) per annum of the beginning capital account balance of each Limited
Partner for such month. The General Partner may, in its sole discretion, enter into arrangements
with Limited Partners under which the management fee is reduced, waived or calculated
differently with respect to such Limited Partners, including, without limitation, Limited Partners
that are members, affiliates or employees of the General Partner, members of the immediate
families of such persons and trusts or other entities for their benefit, or Limited Partners that make
substantial investment or otherwise are determined by the General Partner in its sole discretion to
represent a strategic relationship.

To the extent that there is a shared expense among any of the Camshaft Funds, on the one hand,
and Camshaft, on the other hand, Camshaft will allocate the expense among such Camshaft

Fund(s) and itself in a manner that it determines is fair and equitable under the circumstances to
all parties.

See Item 6 below for more information concerning performance-based fees.

       Managed Accounts
Camshaft presently does not have, and thus receives no fees from, any Managed Account Clients.
In the event that Camshaft were to advise a Managed Account in the future, it may be paid a
management fee and/or a performance fee by such Managed Account in accordance with the terms
of the applicable Managed Account Agreement.

       Additional Expenses
In addition to the management fees and the performance-based fees described above, the Camshaft
Funds (and, indirectly, the investors therein) will pay such additional expenses as are disclosed in
the Camshaft Funds’ applicable offering documents. The expenses to be paid by each Camshaft
Fund vary and may include, among others, the following: transaction costs and investment-related
expenses incurred in connection with the Camshaft Funds’ trading activities, including securities
and futures brokerage, clearing, margin interest (if any), custodial expenses, and any non-U.S.
mutual fund expenses; all U.S. and non-U.S. legal, regulatory and compliance fees and expenses
(including, but not limited to, blue sky compliance, compliance with the Alternative Investment
Fund Managers Directive, MIFID, the EEA and FATCA), accounting, auditing, tax preparation,
expenses relating to the offering and sale of the Shares, and registration fees and expenses as well
as related fees and expenses (including, but not limited to, legal fees or other fees and expenses
related to: the preparation and filing of Form PF, CFTC and NFA Form CPO-PQR, NFA Form
CTA-PR and NFA Form PR, the applicable portion of Camshaft’s fees and expenses incurred in
connection with preparing and filing Form ADV that are allocable to a Camshaft Fund, and any
other SEC, CFTC and/or NFA filings and registrations or other filings that are made with respect
to the Camshaft Funds or assets of the Camshaft Funds; related requirements under the Dodd-
Frank Act, and U.S. Department of the Treasury and U.S. Department of Commerce regulations;
and registrations and related requirements of foreign regulators); expenses associated with the
continued offering of shares, which include, but are not limited to, marketing, travel and other
solicitation expenses; operational expenses such as the administrator’s charges, fees and expenses,
trade support systems, the directors’ charges and expenses, photocopying, facsimile, postage, and
telephone expenses; research and research-related costs, consulting fees, fees and charges (such as
data feeds, news, Fund reports, brokerage reports, software licenses, ongoing development,
implementation, updating and support of software licenses, bank service fees, third-party trading
and/or portfolio-related services and support, including software costs such as order management,
risk management and similar systems, software costs relating to order management, and
Bloomberg terminals and services); legal fees and due diligence expenses, related to the analysis
purchase or sale of investments, whether or not the investment is consummated; Camshaft Fund
related insurance costs (including a portion of D&O and E&O insurance for Camshaft, if
applicable), extraordinary expenses (such as, litigation costs and indemnification obligations), if
any; the Performance Fee and the Management Fee (defined below) paid to Camshaft; Cayman
Islands government fees and director registration fees and other equivalent expenses; and interest
in connection with investment-related borrowings. In addition, each Fund will bear its pro rata
share of all expenses related to any pooled investment vehicle(s) in which such Fund invests; such

charges may include management fees, performance fees, ordinary operating expenses (such as
administration, legal, accounting and other operational costs) and extraordinary expenses (such as
litigation costs and indemnification obligations), provided that such Fund will not bear a double-
layering of asset-based fees or performance-based compensation in connection with its investment
in another Camshaft Fund. Therefore, it is possible that a Fund may bear a portion of any such
expense even though it may not directly benefit therefrom. Funds also pay the fees and expenses
of their prime brokers, futures commission merchants and administrators.

As described further in the respective offering documents for the Camshaft Funds, generally, the
Camshaft Funds will bear certain overhead expenses of operating which otherwise would be
allocable to Camshaft.

Although Camshaft presently does not have any Managed Account Clients, any future Managed
Account Clients of Camshaft may be expected to pay additional expenses similar to those
described above, to the extent applicable, subject to the specific terms of the applicable Managed
Account Agreement.
...
Account Minimums and Types of Clients — Form ADV Part 2A (3/29/2024) [Brochure]
Item 7. Types of Clients

Camshaft currently provides investment advice only to the Camshaft Funds. However, Camshaft
may advise additional or different types of entities in the future.

Each Camshaft Fund is not registered under the Investment Company Act of 1940, as amended
(the “1940 Act”), in reliance on the exemption provided by Section 3(c)(1) of the 1940 Act. In
addition, each Camshaft Fund’s interests or shares (as applicable) are not registered under the
Securities Act of 1933, as amended (the “Securities Act”), or any state “blue-sky” laws; rather,
they are privately offered only to qualified purchasers and accredited investors pursuant to an
exemption from registration under Regulation D under the Securities Act. Each investor in the
Camshaft Fund must be (1) an “accredited investor” as defined in Regulation D under the
Securities Act, and (2) a “qualified client” within the meaning of the Advisers Act, and (3) a
“United States person” as defined under the Internal Revenue Code of 1986, as amended (the
“Code”) and must meet other suitability requirements. The minimum investment in each Camshaft
Fund is $2,500,000, which may be waived at the sole discretion of the General Partner.

If a Client or potential Client would like to open a Managed Account, the conditions for starting
and maintaining a Managed Account will vary with the circumstances of each Managed Account
and be negotiated and set forth on an individual basis in the relevant Managed Account Agreement.
Type Form D Funds Date Sold AUM
HF Camshaft LP -- Activist I 2025-02-13 26.5 M
HF Hydra Enforcement LP 2025-02-13 43.4 M
HF Camshaft Capital Fund LP [2023-02-09] 1,409.2 M 595.8 M
Filed 2024-06-24 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $2,500,000 · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose
AUM Breakdown Accounts AUM ($M)
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 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 1 595.8
(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 1 595.8
By Discretionary
Discretionary 1 595.8
Non-Discretionary 0 0.0
Total 1 595.8
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 595.8
Total 1 595.8
Form D Directors Role # Filings # Firms 2011 - 2026
William Morton Executive Officer 15 3
Camshaft Capital Management LLC Promoter 1 1
EDGAR Form CIK 2011 - 2026
D [0001822044]
Firm Profile (Form ADV)
ServesInstitutional
Fund TypesHedge Fund
LEI2549009MHH5W7AC6Y541
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