Camelot Wealth Management

CAMELOT WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser with $66 million in regulatory assets under management. The firm manages $65 million on...

Camelot Wealth Management

CAMELOT WEALTH MANAGEMENT, LLC is an SEC-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

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.

Is Camelot Wealth Management structured as a single family office or an RIA?

The firm is registered as an RIA, which typically means it offers financial advisory services to multiple clients. Whether it also functions as a single-family office for a particular family is not publicly known.

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.

How is Camelot Wealth Management related to any parent organization?

No parent entity, sibling firm, or spinout relationship has been identified in public records. The firm appears to operate independently.

Where does the underlying wealth come from?

The source of wealth for any family or clients associated with Camelot Wealth Management is not disclosed. The firm does not publicize its client base.

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