SourcingSourcing

CAMELOT EVENT-DRIVEN ADVISORS, LLC

C25
CRD 291798·SEC 801-112328·MAUMEE, OH
AUM
$107.8M
$100M-$500M
Est. Revenue
$1.1M
@ 1% on AUM
Est. EBITDA
$323K
@ 30% margin
Est. Deal Value
$2.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CAMELOT EVENT-DRIVEN ADVISORS, LLC
CRD
291798
SEC file #
801-112328
EIN
—
DBA names
—

Economics

AUM
$107.8M
AUM band
$100M-$500M
AUM trajectory
'20'26
$21.2M → $107.8M▲ +409%
Client mix
Investment Companies1
Pooled Investment Vehicles1

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
2 advisors → 2 advisors▬ 0%
Primary office
MAUMEE OH
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Portfolio mgmt — investment companies
Fee basis
% of AUM

Filings

Latest ADV filing
02/18/2026
ADV-W filed at
—
Website
cameloteventdrivenfund.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
HOFFMEISTER, PAUL, KRISTIAN
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
5
Control Persons
HOFFMEISTER, PAUL, KRISTIAN
KIRCHNER, THOMAS, FELIX
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
CAMELOTEVENTDRIVENFUND.COM
Rdap Domain Creation Date
2018-04-23T17:18:28Z
Rdap Firm Age Years
8
Rdap Firm Age Band
5-10y
Rdap Registrar
Tucows Domains Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Fidelity4
E*trade4
Interactive Brokers1
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-04-23T17:18:28Z
Rdap Domain Last Changed
2026-04-08T18:06:56Z
Rdap Nameservers
Ns6.wixdns.netNs7.wixdns.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer ProhibitedClient Update Prohibited
Top Owner CRD
4712982
Trust Company Affiliate
No

People (5)

5
HOFFMEISTER, PAUL, KRISTIAN
Direct Owner · 37.5%
4712982
KIRCHNER, THOMAS, FELIX
Direct Owner · 37.5%
4595178
CAMELOT PORTFOLIOS, LLC
Direct Owner · 17.5%
145918
MUNN, DARREN, THADDAEUS
Executive Officer · 2.5%
3100611
ASHLEIGH COOPER SWAYZE
Executive Officer · 2.5%
4632543