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Camelot Wealth Management
CAMELOT WEALTH MANAGEMENT, LLC is a state-registered investment adviser with $66 million in regulatory assets under management. The firm manages $65 million...
Overview
CAMELOT WEALTH MANAGEMENT, LLC is a state-registered investment adviser with $66 million in regulatory assets under management. The firm manages $65 million on a discretionary basis. It has 3 employees and 3 investment advisers.
General information
Firm type
Multi Family Office
Frequently asked questions
Who runs investment decisions at Camelot Wealth Management?
No named principals or investment professionals are publicly attributed to the firm. Public records do not identify a CEO, CIO, or any leadership team.
What investment stages does Camelot Wealth Management target?
No strategy details — including preferred stages, asset classes, or geographic focus — have been made public. The firm's approach to deploying capital is unconfirmed.
Does Camelot Wealth Management participate in fund commitments or direct deals?
There is no public record of the firm making fund commitments, co-investments, or direct investments. Its allocation style remains unknown.
What sectors does Camelot Wealth Management explicitly avoid?
The firm has not disclosed any sector exclusions. Its investment universe cannot be inferred from available sources.
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