Camelot Event Driven Advisors, Llc
- Regulatory AUM
- $108M
- Discretionary
- $108M
- Clients
- 2
- Avg AUM / client
- $53.9M
- Accounts
- 2
- Employees
- 2
AUM over time
Annual snapshots from Form ADV filings · as of Feb 18, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 1 | $107M | 99.7% |
| Pooled investment vehicles (non-investment companies) | 1 | $362K | 0.34% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $0 combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Kha Capital Partnership I Lp | Hedge Fund | Ohio | $0 | 9 |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Darren Thaddaeus Munn | Member | CFA | Feb 2008 (19y) | ≈ 7.5% – 25% via Camelot Portfolios, Llc |
| Swayze, Ashleigh, Cooper | Cco | Dec 2017 (9y) | Less than 5% | |
| Kirchner, Thomas, Felix | Principal | Jan 2018 (9y) | 25% – 50% | |
| Paul Kristian Hoffmeister | Principal | Jan 2018 (9y) | 25% – 50% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Camelot Portfolios, Llc | Member | Jan 2018 | A | 10% – 25% |
Undisclosed: 0% – 40% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Darren Thaddaeus Munn: 75% – 100% of Camelot Portfolios, Llc × 10% – 25% direct ≈ 7.5% – 25% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $0 gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Kha Capital Partnership I Lp | Hedge Fund | $0 | $100K | 9 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/18/2026 | 1.25 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for investment companies
Custody
Reported custodians
- TD Ameritrade $867K (1% of AUM) Jun 2023
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 18, 2026.
View current Form ADV (SEC/IAPD) ↗