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Camelot Technology Advisors, Inc.

● SEC registered since 2017CRD 128053SEC# 801-110358San Francisco, CA
Export (members)
Reg. AUM
$200.9M
Employees
2
Accounts
283
Location
San Francisco, CA

Camelot Technology Advisors, Inc. assets under management

Camelot Technology Advisors, Inc. is an investment advisory firm registered with the SEC based in San Francisco, CA. The firm has been registered since 2017. It reports $200.9 million in regulatory assets under management and employs 2 people.
www.divorceanalysis.comView on SEC.gov ↗

Camelot Technology Advisors, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Dana Joe Grigg ControlPresident & Chief Compliance OfficerOver 75%2001

Frequently asked questions

How much does Camelot Technology Advisors, Inc. manage?

Camelot Technology Advisors, Inc. reports $200.9 million in regulatory assets under management on its Form ADV.

How many employees does Camelot Technology Advisors, Inc. have?

Camelot Technology Advisors, Inc. reports 2 employees.

Where is Camelot Technology Advisors, Inc. located?

Camelot Technology Advisors, Inc. is based in San Francisco, CA and has been SEC-registered since 2017.

Does Camelot Technology Advisors, Inc. disclose fund performance?

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

Contact & registration

Address100 Bush St., Suite 511, San Francisco, CA 94104
Phone415-806-3641
Office hours9a.m. - 5p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$200.9M
Non-discretionary$0
Total (RAUM)$200.9M