A complete list of active advisors currently associated with Campton Private Equity Advisors

Warmer can help you find a great advisor at Campton Private Equity Advisors or one who fits your needs even better.

Campton provides non-discretionary private equity advisory services to U.S. and foreign high net worth individuals, family offices, and institutional clients, with a focus on constructing and monitoring customized private equity programs including primary and secondary fund commitments, co-investments, and direct investments in privately held companies. The firm also offers private equity education and consulting to registered investment advisers, law and accounting firms, valuation firms, institutional investors and other professional organizations. The firm tailors engagements around client-specific program parameters — fund type, strategy, sector and geography — and evaluates opportunities through offering materials, manager interviews, legal documentation, benchmarking data and targeted due diligence. Campton does not manage or custody client assets, provides advice on a non-discretionary basis, and can prepare private equity investment policy statements and periodic written portfolio summaries when engaged to do so. Campton’s profile is notable for its attorney-affiliated leadership (the managing director serves Of Counsel to a law firm), an explicit process to disclose and address any resulting conflicts of interest, and a client base that includes foreign investors, which is less common among peers. The firm’s work emphasizes consulting, education and negotiated engagements (hourly, project, retainer or asset-based arrangements) rather than providing discretionary individual portfolio management or accepting performance-based fees.

To learn more about the advisors currently working at Campton Private Equity Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name
Location
Years of experience
Allen Latta profile photo Allen Latta
San Francisco, CA
14
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