CAMELOT CAPITAL MANAGEMENT LTD
Firm details
- Headquarters
- WAYNE, Pennsylvania
- CRD number
- 305496
- Registered since
- August 26, 2019
Firm profile
FINTRXOverview
Camelot Capital Management Ltd. is a corporation that registered with the SEC in 2019 and is owned by an individual proprietor. The firm’s regulatory profile is unclassified and it does not identify itself as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. Its primary role is operating and managing pooled investment vehicles: the firm lists sponsor, general partner and managing-member responsibilities for those vehicles rather than retail advisory relationships. Camelot does not present itself as a separate capital allocator.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1THOMAS ROSATO
Founder, CEO EmeritusCRD 1384790
Contacts
1 of 1DAVID PENNYPACKER
PresidentCRD 5149265
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
WAYNE, PA
DELAWARE
Location
WAYNE, PA
Headquartered in WAYNE, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- DELAWARE
- Address
- 995 Old Eagle School Rd
- Time zone
- ET (UTC-5)
- Office locations
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