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CAMELOT PORTFOLIOS, LLC

dba CAMELOT PORTFOLIOS, LLC · CRD 145918 · Registered Investment Adviser

Manages private funds

CAMELOT PORTFOLIOS, LLC is a Registered Investment Adviser headquartered in MAUMEE, OH. The firm reports $272,234,967 in regulatory assets under management across 2,076 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$270,298,533
Non-discretionary$1,936,434
Total RAUM$272,234,967
Accounts2,076

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 145918. adviserinfo.sec.gov/firm/summary/145918.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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