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CAMELOT CAPITAL PARTNERS LLC

LAGUNA BEACH, CA · CRD 281843 · IAPD ↗ · (949) 312-1180

$1.54BRegulatory AUM
2Advisory reps
4Employees
0Clients
0Planning clients
2Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

70
April 2025 — CAMELOT CAPITAL PARTNERS LLC crossed $1B in regulatory AUM ($845.7M -> $1.36B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
50
April 2024 — CAMELOT CAPITAL PARTNERS LLC reported RAUM up 38% ($612.2M -> $845.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.