Wilmette, IL Office

Camelot Portfolios provides discretionary and non‑discretionary asset management to individuals and to other investment advisers, offering access to a suite of proprietary model strategies and custom accounts. The firm also supports pooled and charitable vehicles, including acting as manager of Pool C of the Waterstone Foundation’s Charitable Pooled Trust and recommending private funds for qualified investors.

Investment selection is model‑driven and managed pari passu across client accounts, with strategies that range from Core Income and ETF Bond Ladder to hedged and option‑oriented approaches such as Hedged ETF Growth, Premium Return and the Interval Opportunities strategy. Camelot supplies fact sheets that report model performance (with stated fee and trading assumptions), uses ETFs, mutual funds, closed‑end funds, options and less liquid alternatives in some strategies, and typically implements models for clients referred by other advisers who may handle ongoing client relationships.

Compared with many peers, Camelot combines manager roles across related entities — including an affiliate mutual/prior fund (Camelot Event Driven Fund), a private fund (KHA Capital Partnership ILP via related principals), and affiliation with other registered advisers — and it charges performance‑based fees to accredited investors (with disclosed hurdle provisions and fee waivers for proprietary fund allocations). The brochure discloses these relationships and conflicts of interest (for example, fees from managing Pool C and referrals into affiliated funds) and describes mitigations such as disclosures and fee waivers.