# Camelot Capital Partners LLC

> Camelot Capital Partners LLC is an SEC-registered investment advisory firm in Laguna Beach, CA, registered since 2017, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated April 22, 2026.

- CRD: 281843
- Filed as: CAMELOT CAPITAL PARTNERS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Laguna Beach, CA
- Filing period: October 2026
- Form ADV filing dated: April 22, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/281843
- AdvisorCensus page: https://advisorcensus.com/firm/camelot-capital-partners-llc-laguna-beach-ca-281843

## Quick answers

**How is Camelot Capital Partners LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Camelot Capital Partners LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Camelot Capital Partners LLC located?**
Camelot Capital Partners LLC's principal office is in Laguna Beach, CA, according to its Form ADV.

**Is Camelot Capital Partners LLC registered with the SEC or a state?**
Camelot Capital Partners LLC is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 281843.

**How much does Camelot Capital Partners LLC manage?**
Camelot Capital Partners LLC reports $1,540,916,744 in regulatory assets under management in its Form ADV filing dated April 22, 2026 (100% discretionary).

**How have Camelot Capital Partners LLC's assets and staff changed since 2021?**
In the Form ADV data for Camelot Capital Partners LLC: Regulatory assets under management: $1,330,065,809 in the October 2021 data and $1,540,916,744 in the October 2026 data, up 16%. Total employees: 3 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Camelot Capital Partners LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (3).

**Does Camelot Capital Partners LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/281843

**What changed in Camelot Capital Partners LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 1 to 2. Regulatory assets under management went from $1,358,335,843 to $1,540,916,744 (+13%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $1,540,916,744
- Discretionary: $1,540,916,744
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 3 | $1,540,916,744 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2017 (9 years)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,330,065,809 | 3 | March 19, 2021 |
| October 2022 | $988,520,955 | 2 | April 26, 2022 |
| October 2023 | $612,210,928 | 3 | May 30, 2023 |
| October 2024 | $845,746,169 | 3 | July 16, 2024 |
| October 2025 | $1,358,335,843 | 3 | July 14, 2025 |
| October 2026 | $1,540,916,744 | 4 | April 22, 2026 |

Regulatory assets under management: $1,330,065,809 in the October 2021 data and $1,540,916,744 in the October 2026 data, up 16%.
Total employees: 3 in October 2021 and 4 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 1 to 2.
- Regulatory assets under management went from $1,358,335,843 to $1,540,916,744 (+13%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Camelot Capital Partners LLC (CRD 281843): Form ADV filing data as of October 2026.