CAMARGO ADVISERS, LLC
Adviser information for CAMARGO ADVISERS, LLC last updated from Form ADV on March 29th, 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 | 3 |
| 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 | $15.4M |
| Non-Discretionary | 0 | $0 |
| Total | 3 | $15.4M |
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 | 3 | $15.4M |
| 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 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMSTRUCTURING FEES |
Identifiers
| SEC RIA File Number | 801-127140 |
|---|---|
| SEC ERA File Number | 801-127140 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 324365 |
| Legal Entity Identifier | None |
Principal Office
1 EAST US HIGHWAY 12SUITE 4
BEVERLY SHORES
IN
United States
Monday - Friday, 9:00-5:00
Tel: (219) 250-2633, Fax: None
Websites
Chief Compliance Officer
MAURICE HRYSHKO
26 BROADWAY, FL 8
NEW YORK
NY
United States
Tel:
973-327-2943
M*******@*******W
(Full email address available in API data)
Regulatory Contact
ADAM PETERSON
CHIEF EXECUTIVE OFFICER
1 EAST US HIGHWAY 12
SUITE 4
BEVERLY SHORES
IN
United States
Tel:
219-250-2633
P*******@*************M
(Full email address available in API data)
Industry Affiliates
| CAMARGO GROUP, LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| CAMARGO INVESTMENTS I, LLC | PRIVATE DEBT FUND | $8.0M | $0.1M | 3 |
| CAMARGO INVESTMENTS II, LLC | PRIVATE DEBT FUND | $0.8M | $0.1M | 3 |
| CAMARGO INVESTMENTS III, LLC | PRIVATE DEBT FUND | $5.6M | $0.1M | 26 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| CAMARGO GROUP, LLC | Domestic Entity | – | MEMBER | 11/2022 | > 75% |
| PETERSON, ADAM, DAVID | Individual | – | CEO | 11/2022 | < 5% |
| Hryshko, Maurice | Individual | – | CCO | 11/2022 | < 5% |
| PETERSON, ADAM, DAVID | Individual | CAMARGO GROUP, LLC | MEMBER | 09/2018 | 25-50% |
| TRIFILIO, CHRISTOPHER, MICHAEL | Individual | CAMARGO GROUP, LLC | MEMBER | 09/2018 | 25-50% |