CAMELOT FUNDS, LLC
CRD #169957 SEC #801-79300 MAUMEE, OH 419-794-0538
SEC Registered
Total AUM
--
Discretionary
--
Employees
4
Clients
--
Accounts
--
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Ohio
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 31, 2021
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ROGERS, JENNIFER, L | I | CHIEF COMPLIANCE OFFICER | NA | |
| ROGERS, JENNIFER, L | I | CHIEF COMPLIANCE OFFICER | NA | |
| ROGERS, JENNIFER, L | I | CHIEF COMPLIANCE OFFICER | NA | |
| SWAYZE, ASHLEIGH, COOPER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SWAYZE, ASHLEIGH, COOPER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SWAYZE, ASHLEIGH, COOPER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SWAYZE, ASHLEIGH, COOPER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SWAYZE, ASHLEIGH, COOPER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SWAYZE, ASHLEIGH, COOPER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SWAYZE, ASHLEIGH, COOPER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SWAYZE, ASHLEIGH, COOPER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MUNN, DARREN, THADDAEUS | I | CEO/MANAGING MEMBER | E | Control |
| MUNN, DARREN, THADDAEUS | I | CEO/MANAGING MEMBER | E | Control |
| MUNN, DARREN, THADDAEUS | I | CEO/MANAGING MEMBER | E | Control |
| MUNN, DARREN, THADDAEUS | I | CEO/MANAGING MEMBER | E | Control |
| MUNN, DARREN, THADDAEUS | I | CEO/MANAGING MEMBER | E | Control |
| MUNN, DARREN, THADDAEUS | I | CEO/MANAGING MEMBER | E | Control |
| MUNN, DARREN, THADDAEUS | I | CEO/MANAGING MEMBER | E | Control |
| MUNN, DARREN, THADDAEUS | I | CEO/MANAGING MEMBER | E | Control |
| MUNN, DARREN, THADDAEUS | I | CEO/MANAGING MEMBER | E | Control |
| MUNN, DARREN, THADDAEUS | I | CEO/MANAGING MEMBER | E | Control |
| MUNN, DARREN, THADDAEUS | I | CEO/MANAGING MEMBER | E | Control |
| HANLEY, STEPHEN, LAWRENCE | I | PORTFOLIO MANAGER/ CHIEF OPERATIONS OFFICER | B | Control |
| HANLEY, STEPHEN, LAWRENCE | I | PORTFOLIO MANAGER/ CHIEF OPERATIONS OFFICER | B | Control |
| BERNDT, SARAH, JANE | I | CHIEF INVESTMENT STRATEGIST | A | Control |
| BERNDT, SARAH, JANE | I | CHIEF INVESTMENT STRATEGIST | A | Control |
| RUYLE FAMILY IRREVOCABLE TRUST | DE | TRUST | A | |
| RUYLE FAMILY IRREVOCABLE TRUST | DE | TRUST | A |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| WYNKOOP, TIMOTHY | I | RUYLE FAMILY IRREVOCABLE TRUST | F |
Registrations
Federal
IA
Mar 31, 2021 REGISTERED
Notice Filings (2)
CO OH
Address
1700 WOODLANDS DR.SUITE 100
MAUMEE, OH 43537
United States
Phone: 419-794-0538