CAMELOT CAPITAL PARTNERS LLC

312 Broadway Street
Ste. 207
Laguna Beach, California 92651
Tel: 949-426-5033

About CAMELOT CAPITAL PARTNERS LLC

CAMELOT CAPITAL PARTNERS LLC, formally registered with the SEC as CAMELOT CAPITAL PARTNERS LLC. The firm was established in 07/21/2017. They have over 1 offices throughout the country.

CAMELOT CAPITAL PARTNERS LLC is a Laguna Beach, California based Financial Planning firm with nearly $845,746,169 assets under management, offering retirement planning & investment advisory services to 3 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	281843
SEC#	801-110858
Assets Managed by Firm	$845,746,169
No. of Clients	3
No. of Advisors	3

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	3	$845,746,169

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