CAMELOT CAPITAL PARTNERS LLC
Adviser information for CAMELOT CAPITAL PARTNERS LLC last updated from Form ADV on March 26th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 3 | $845.7M |
| Non-Discretionary | 0 | $0 |
| Total | 3 | $845.7M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 2 | $845.7M |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Principal Office
312 BROADWAY STREETSTE. 207
LAGUNA BEACH
CA
United States
Monday - Friday, 9AM-5PM
Tel: 949-426-5033, Fax: None
Chief Compliance Officer
MANOJ K. POMBRA (TITO)
CHIEF COMPLIANCE OFFICER
312 BROADWAY STREET
STE 207
LAGUNA BEACH
CA
United States
Tel:
650-703-2159
T***@******************M
(Full email address available in API data)
Regulatory Contact
WILLIAM BARKER
MANAGING MEMBER
312 BROADWAY STREET
STE 207
LAGUNA BEACH
CA
United States
Tel:
949-426-5033
W******@******************M
(Full email address available in API data)
Industry Affiliates
| CAMELOT CAPITAL PARTNERS (CAYMAN) LIMITED | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| BARKER AIV-I L.P. | Hedge Fund | $107.7M | $0.0M | 43 |
| BARKER PARTNERSHIP L.P | Hedge Fund | $738.1M | $0.1M | 59 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| BARKER, WILLIAM, JACK | Individual | – | MANAGING MEMBER | 09/2015 | > 75% |
| POMBRA, MANOJ, KUMAR | Individual | – | CHIEF COMPLIANCE OFFICER | 07/2020 | < 5% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 14th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| Carvana Co. | Class A | 282K | 2M | – |
| REDFIN CORP US USD US | Common Stock | 2K | 358K | – |
| Zillow Group Inc. | Class A | 17K | 386K | – |