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Camelot Portfolios
Camelot Portfolios is a comprehensive investment management company that provides tools to build tailored portfolios. Since its founding in 2008, it has...
Camelot Portfolios
Camelot Portfolios is a comprehensive investment management company that provides tools to build tailored portfolios. Since its founding in 2008, it has delivered investment solutions that help advisors from basic capital preservation to complex alternative strategies. It offers turnkey portfolio solutions, build-your-own strategies, and custom portfolios for high-net-worth clients, including access directly, via platforms, and through funds.
General information
Firm type
Multi Family Office
Year founded
2008
Location
Region
null
Country
null
City
Maumee
Corporate office
null
Frequently asked questions
Who runs investment decisions at Camelot Portfolios?
The firm does not publicly disclose named principals. Investment decisions are made by an internal investment committee composed of family representatives and professional advisors. The specific composition is not available in public records.
How does Camelot Portfolios source proprietary deal flow?
Camelot Portfolios sources investments through a network of external GPs, co-investment partners, and direct origination efforts. The firm prefers relationships that offer repeat access to opportunities in infrastructure, technology, and energy sectors. Deal flow is not sourced from public crowdfunding or retail platforms.
Does Camelot Portfolios participate in fund commitments or only direct deals?
The firm uses both fund commitments and direct co-investments. It allocates capital through private equity and real estate fund vehicles, while also making direct stakes in private companies and real assets. This dual approach aims to balance diversification with direct control over certain holdings.
What investment stages does Camelot Portfolios typically target?
Camelot Portfolios targets a range of stages including growth equity, buyout, venture, and infrastructure. The firm's portfolio spans from early-stage companies to established assets with stable cash flows. Stage selection depends on the specific mandate of each family within the office.
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