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Camelot Acquisition Secondary Opportunities Management, LLC (New York)


Camelot Acquisition Secondary Opportunities Management, LLC is a large advisory firm based in New York. It manages $175 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2012.

Camelot Acquisition Secondary Opportunities Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Camelot Acquisition Secondary Opportunities Management: assets under management

The assets under management (AUM) of Camelot Acquisition Secondary Opportunities Management, LLC is $175 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 36% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $175 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $58.33 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Camelot Acquisition Secondary Opportunities Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in New York

The principal office where Camelot Acquisition Secondary Opportunities Management, LLC performs its advisory services is located at 45 Rockefeller Plaza, New York, NY 10111, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number +1-212-332-7598 or by fax +1-212-937-3350. The normal business hours are 9-5 on Monday - Friday.


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