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Camelot Event-Driven Advisors

Fund managementMutual funds & ETFs

Maumee, OHCRD 291798Updated

Camelot Event-Driven Advisors is an investment adviser based in Maumee, OH, registered with the SEC since 2018. It provides investment management. Its clients include investment companies and pooled investment vehicles. Its regulatory assets under management total $108 million, as filed on 18 February 2026.

2
Clients
Not reported
AUM per individual client
2
Advisory staff
1
Offices

From Form ADV filed 18 February 2026SEC record

Services and clients

Camelot Event-Driven Advisors provides portfolio management for investment companies. Financial planning was provided to 1–10 clients last fiscal year. The firm advises 1 private fund.

Camelot Event-Driven Advisors reports 2 clients. They include 1 investment company and 1 pooled investment vehicle. These counts refer to investment vehicles, rather than the individual investors in them. Of its assets, 100.0% ($108M across 2 accounts) are managed with discretion.

Clients and assets by client type
Clients2 clients
Assets$108M
Client typeClientsAssets
Investment companies50%100%
Pooled investment vehicles50%<1%
Client breakdown and activity details
Investment companies
Clients
1
Regulatory AUM
$107M
AUM share
99.7%
Avg. per client
$107M
Pooled investment vehicles
Clients
1
Regulatory AUM
$362K
AUM share
0.3%
Avg. per client
$362K

Total

Clients
2
Regulatory AUM
$108M
AUM share
100%
Avg. per client
$53.9M
Clients outside the U.S.
0%
Clients advised without assets under management last fiscal year
0
Private funds advised
1
Financial planning clients last fiscal year
1–10

Fees and minimums

Camelot Event-Driven Advisors is paid through a percentage of assets under management; its fees and minimums are set out in its brochures on the SEC website.

Ownership and people

Paul Hoffmeister owns 25% to 50% of Camelot Event-Driven Advisors. It has 2 employees.

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Staff

  • 2 employees
  • 2 in advisory functions
Who owns the firm
Camelot Event-Driven Advisors, LLC· the adviser
  • Paul Hoffmeister

    Control person · since March 2018

    Owns 25% to 50% of Camelot Event-Driven Advisors, LLC
  • Thomas Kirchner

    Control person · since March 2018

    Owns 25% to 50% of Camelot Event-Driven Advisors, LLC
  • Camelot Portfolios, LLC

    since March 2018

    Owns 10% to 25% of Camelot Event-Driven Advisors, LLC
    • Darren Munn

      Control person · since February 2008

      Owns 75% or more of Camelot Portfolios, LLC

Growth and acquisitions

Camelot Event-Driven Advisors’ regulatory assets grew 4.3× from $25.1M (March 2021) to $108M (February 2026); clients were 2 in both filings and employees were 2 in both filings.

By annual filing
Measure
Figures from each annual filing
FiledRegulatory AUMClientsStaffEmployeesOffices
Feb 2026February 2026$108M221
Mar 2025March 2025$92.5M221
Mar 2024March 2024$106M121
Jun 2023June 2023$59.1M421
Mar 2022March 2022$49.8M121
Mar 2021March 2021$25.1M221

Offices and registration details

Besides its headquarters, Camelot Event-Driven Advisors has 0 offices, with 1 listed address in 1 state.

Listed office addresses by state

Ohio · 1 listed address

  • 1700 Woodlands Drive, MaumeeHQ

Contact and registration details

Legal name
Camelot Event-Driven Advisors, LLC
Headquarters
1700 Woodlands Drive, Maumee, OH 43537
SEC file
801-112328
Structure
Delaware LLC
Fiscal year end
December

Custodians

Camelot Event-Driven Advisors has custody of client assets.

Common questions

How many clients does Camelot Event-Driven Advisors have?

Camelot Event-Driven Advisors has 2 clients and manages $108 million for them, as of February 2026. They include 1 investment company and 1 pooled investment vehicle.

Source: Form ADV Part 1A, Items 5.D and 5.F, filed 18 February 2026

What services does Camelot Event-Driven Advisors offer?

Camelot Event-Driven Advisors provides portfolio management for investment companies.

Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file

How many financial advisors does Camelot Event-Driven Advisors have?

Camelot Event-Driven Advisors has 0 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.

Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file

Who owns Camelot Event-Driven Advisors?

Camelot Event-Driven Advisors is owned through a holding company by Darren Munn. Its direct owners are Paul Hoffmeister, Thomas Kirchner and Camelot Portfolios, LLC, each holding 50% or less.

Source: Form ADV Part 1A, Schedules A and B, filed 18 February 2026

How does Camelot Event-Driven Advisors get paid?

Camelot Event-Driven Advisors is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.

Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file

How do I contact Camelot Event-Driven Advisors?

Camelot Event-Driven Advisors’ main office is at 1700 Woodlands Drive, Maumee, OH 43537. Its phone number is 419-794-0538. Its website is cameloteventdrivenfund.com.

Source: Form ADV Part 1A, Item 1.F, filed 18 February 2026

Sources and methodology

  1. Form ADV Part 1A, amendment filed 18 February 2026. Items 1, 5, 9, 11 and Schedules A, B and D.
  2. IAPD firm record, CRD 291798.
  3. SEC registered adviser data, annual Form ADV amendments filed 31 March 2021 to 18 February 2026. Items 1.F and 5.

Retrieved 15 October 2026. All are published by the SEC and may have been amended since. Disciplinary history is not yet shown here. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one.

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