CAMELOT PORTFOLIOS, LLC
CRD #145918 SEC #801-70932 MAUMEE, OH 419-794-0538
SEC Registered Private Funds
Total AUM
$295.3M
Discretionary
$290.6M
Employees
7
Clients
0
Accounts
2,651
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $295.3M | $290.6M | $4.8M | 7 | 0 |
| Mar 2025 | $295.3M | $290.6M | $4.8M | 7 | 0 |
| Mar 2024 | $306.3M | $306M | $354.9K | 7 | 0 |
| Mar 2023 | $286M | $282.8M | $3.2M | 7 | 0 |
| Sep 2022 | $425.4M | $425.4M | $0 | 7 | 0 |
| Aug 2022 | $425.4M | $425.4M | $0 | 8 | 0 |
| Aug 2022 | $425.4M | $425.4M | $0 | 8 | 0 |
| Mar 2022 | $425.4M | $425.4M | $0 | 8 | 0 |
| Jun 2021 | $425.1M | $425.1M | $0 | 12 | 0 |
| Mar 2021 | $425.1M | $425.1M | $0 | 12 | 0 |
| Jun 2020 | $449.9M | $449.9M | $0 | 12 | 0 |
| Mar 2020 | $449.9M | $449.9M | $0 | 12 | 0 |
| Mar 2019 | $434.9M | $434.9M | $0 | 25 | 0 |
| Aug 2018 | $430.6M | $430.6M | $0 | 25 | 0 |
| Aug 2018 | $430.6M | $430.6M | $0 | 25 | 0 |
| May 2018 | $430.6M | $430.6M | $0 | 25 | 0 |
| Mar 2018 | $408.1M | $408.1M | $0 | 25 | 0 |
| Nov 2017 | $391.1M | $391.1M | $0 | 22 | 0 |
| Nov 2017 | $391.1M | $391.1M | $0 | 22 | 0 |
| Sep 2017 | $391.1M | $391.1M | $0 | 22 | 2,000 |
| Mar 2017 | $391.1M | $391.1M | $0 | 22 | 2,000 |
| Mar 2017 | $391.1M | $391.1M | $0 | 22 | 2,000 |
| Jan 2017 | $361.4M | $361.4M | $0 | 13 | 1,600 |
| Dec 2016 | $361.4M | $361.4M | $0 | 13 | 1,600 |
| Oct 2016 | $361.4M | $361.4M | $0 | 13 | 1,600 |
| Jul 2016 | $361.4M | $361.4M | $0 | 13 | 1,600 |
| Mar 2016 | $361.4M | $361.4M | $0 | 13 | 1,600 |
| Jul 2015 | $389.7M | $389.7M | $0 | 19 | 1,600 |
| Mar 2015 | $389.7M | $389.7M | $0 | 19 | 1,600 |
| Jan 2015 | $349.3M | $349.3M | $0 | 12 | 1,600 |
| Aug 2014 | $282.3M | $282.3M | $0 | 12 | 1,600 |
| Mar 2014 | $282.3M | $282.3M | $0 | 12 | 1,600 |
| Feb 2014 | $282.3M | $282.3M | $0 | 12 | 1,600 |
| Jan 2014 | $241.6M | $241.6M | $0 | 12 | 1,600 |
| Oct 2013 | $241.6M | $241.6M | $0 | 12 | 1,600 |
| Jul 2013 | $241.6M | $241.6M | $0 | 12 | 1,600 |
| May 2013 | $241.6M | $241.6M | $0 | 12 | 1,600 |
| Mar 2013 | $241.6M | $241.6M | $0 | 12 | 1,600 |
| Mar 2012 | $160M | $160M | $0 | 6 | 1,400 |
| Mar 2012 | $160M | $160M | $0 | 6 | 1,400 |
| Jan 2011 | $105M | $105M | $0 | 10 | -- |
| Dec 2010 | $105M | $105M | $0 | 10 | -- |
| Mar 2010 | $63M | $63M | $0 | 5 | -- |
| Jan 2010 | $53M | $53M | $0 | 5 | -- |
DateJul 2025
Total AUM$295.3M
Discretionary$290.6M
Non-Disc.$4.8M
Employees7
Clients0
DateMar 2025
Total AUM$295.3M
Discretionary$290.6M
Non-Disc.$4.8M
Employees7
Clients0
DateMar 2024
Total AUM$306.3M
Discretionary$306M
Non-Disc.$354.9K
Employees7
Clients0
DateMar 2023
Total AUM$286M
Discretionary$282.8M
Non-Disc.$3.2M
Employees7
Clients0
DateSep 2022
Total AUM$425.4M
Discretionary$425.4M
Non-Disc.$0
Employees7
Clients0
DateAug 2022
Total AUM$425.4M
Discretionary$425.4M
Non-Disc.$0
Employees8
Clients0
DateAug 2022
Total AUM$425.4M
Discretionary$425.4M
Non-Disc.$0
Employees8
Clients0
DateMar 2022
Total AUM$425.4M
Discretionary$425.4M
Non-Disc.$0
Employees8
Clients0
DateJun 2021
Total AUM$425.1M
Discretionary$425.1M
Non-Disc.$0
Employees12
Clients0
DateMar 2021
Total AUM$425.1M
Discretionary$425.1M
Non-Disc.$0
Employees12
Clients0
DateJun 2020
Total AUM$449.9M
Discretionary$449.9M
Non-Disc.$0
Employees12
Clients0
DateMar 2020
Total AUM$449.9M
Discretionary$449.9M
Non-Disc.$0
Employees12
Clients0
DateMar 2019
Total AUM$434.9M
Discretionary$434.9M
Non-Disc.$0
Employees25
Clients0
DateAug 2018
Total AUM$430.6M
Discretionary$430.6M
Non-Disc.$0
Employees25
Clients0
DateAug 2018
Total AUM$430.6M
Discretionary$430.6M
Non-Disc.$0
Employees25
Clients0
DateMay 2018
Total AUM$430.6M
Discretionary$430.6M
Non-Disc.$0
Employees25
Clients0
DateMar 2018
Total AUM$408.1M
Discretionary$408.1M
Non-Disc.$0
Employees25
Clients0
DateNov 2017
Total AUM$391.1M
Discretionary$391.1M
Non-Disc.$0
Employees22
Clients0
DateNov 2017
Total AUM$391.1M
Discretionary$391.1M
Non-Disc.$0
Employees22
Clients0
DateSep 2017
Total AUM$391.1M
Discretionary$391.1M
Non-Disc.$0
Employees22
Clients2,000
DateMar 2017
Total AUM$391.1M
Discretionary$391.1M
Non-Disc.$0
Employees22
Clients2,000
DateMar 2017
Total AUM$391.1M
Discretionary$391.1M
Non-Disc.$0
Employees22
Clients2,000
DateJan 2017
Total AUM$361.4M
Discretionary$361.4M
Non-Disc.$0
Employees13
Clients1,600
DateDec 2016
Total AUM$361.4M
Discretionary$361.4M
Non-Disc.$0
Employees13
Clients1,600
DateOct 2016
Total AUM$361.4M
Discretionary$361.4M
Non-Disc.$0
Employees13
Clients1,600
DateJul 2016
Total AUM$361.4M
Discretionary$361.4M
Non-Disc.$0
Employees13
Clients1,600
DateMar 2016
Total AUM$361.4M
Discretionary$361.4M
Non-Disc.$0
Employees13
Clients1,600
DateJul 2015
Total AUM$389.7M
Discretionary$389.7M
Non-Disc.$0
Employees19
Clients1,600
DateMar 2015
Total AUM$389.7M
Discretionary$389.7M
Non-Disc.$0
Employees19
Clients1,600
DateJan 2015
Total AUM$349.3M
Discretionary$349.3M
Non-Disc.$0
Employees12
Clients1,600
DateAug 2014
Total AUM$282.3M
Discretionary$282.3M
Non-Disc.$0
Employees12
Clients1,600
DateMar 2014
Total AUM$282.3M
Discretionary$282.3M
Non-Disc.$0
Employees12
Clients1,600
DateFeb 2014
Total AUM$282.3M
Discretionary$282.3M
Non-Disc.$0
Employees12
Clients1,600
DateJan 2014
Total AUM$241.6M
Discretionary$241.6M
Non-Disc.$0
Employees12
Clients1,600
DateOct 2013
Total AUM$241.6M
Discretionary$241.6M
Non-Disc.$0
Employees12
Clients1,600
DateJul 2013
Total AUM$241.6M
Discretionary$241.6M
Non-Disc.$0
Employees12
Clients1,600
DateMay 2013
Total AUM$241.6M
Discretionary$241.6M
Non-Disc.$0
Employees12
Clients1,600
DateMar 2013
Total AUM$241.6M
Discretionary$241.6M
Non-Disc.$0
Employees12
Clients1,600
DateMar 2012
Total AUM$160M
Discretionary$160M
Non-Disc.$0
Employees6
Clients1,400
DateMar 2012
Total AUM$160M
Discretionary$160M
Non-Disc.$0
Employees6
Clients1,400
DateJan 2011
Total AUM$105M
Discretionary$105M
Non-Disc.$0
Employees10
Clients--
DateDec 2010
Total AUM$105M
Discretionary$105M
Non-Disc.$0
Employees10
Clients--
DateMar 2010
Total AUM$63M
Discretionary$63M
Non-Disc.$0
Employees5
Clients--
DateJan 2010
Total AUM$53M
Discretionary$53M
Non-Disc.$0
Employees5
Clients--