The CAMELOT GROUP is a privately held investment adviser that advises $765.86mn in regulatory assets under management held in 2 SEC fund types across 2 investment strategies. CAMELOT GROUP is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets decreased by 2.98% over the last 5-years.
The Group has been registered with the SEC for 16.58 years and is comprised of 4 filing and 0 relying advisers. They operate out of 4 office locations with their Headquarters at 1700 WOODLANDS DR SUITE 100, MAUMEE, OHIO. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 23 employees comprised of 15 investment and 8 non-investment staff. The total number of Employees decreased by 23.33% over the last 5-years.
Their $765.86mn in assets advised are owned by 3 private funds, 1 public fund and BDCs and 132 other accounts. Assets of High Net Worth Individuals clients own $334.85mn or 43.72% of Total Assets and Individuals own $274.86mn or 35.89% of Total Assets.
The Group's top investment strategies include Multi Strat and Traditional LBO, representing 99.71% and 0.29% of total assets, respectively.
They advise 8 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 2 Fund Administrators, 1 Fund Auditors, 1 Prime Brokers, 2 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees, management fees and performance-based fees.
CAMELOT GROUP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.