PPrivate Fund Data Log in Join · $37/mo

Camelot Portfolios, LLC

● SEC registered since 2010CRD 145918SEC# 801-70932Maumee, OH
Export (members)
Reg. AUM
$295.3M
Employees
7
Accounts
2,651
Location
Maumee, OH

Camelot Portfolios, LLC assets under management

Camelot Portfolios, LLC operates as an SEC-registered investment adviser based in Maumee, OH. The firm has been registered since 2010. It reports $295.3 million in regulatory assets under management and employs 7 people.
www.linkedin.com/company/camelot-portfoliosView on SEC.gov ↗

Camelot Portfolios, LLC owners & executives

2 reported
NameTitleOwnershipSince
Darren Thaddaeus Munn ControlCeo/Managing MemberOver 75%2006
Frank P Echelmeyer ControlChief Compliance OfficerUnder 5%2022

Frequently asked questions

How much does Camelot Portfolios, LLC manage?

Camelot Portfolios, LLC reports $295.3 million in regulatory assets under management on its Form ADV.

How many employees does Camelot Portfolios, LLC have?

Camelot Portfolios, LLC reports 7 employees.

Where is Camelot Portfolios, LLC located?

Camelot Portfolios, LLC is based in Maumee, OH and has been SEC-registered since 2010.

Does Camelot Portfolios, LLC disclose fund performance?

Camelot Portfolios, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1700 Woodlands Dr, Suite 100, Maumee, OH 43537
Phone419-794-0538
Fax419-794-0539
Office hours5-Sep
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$290.6M
Non-discretionary$4.8M
Total (RAUM)$295.3M