Data / Investment advisers / California / Camelotta Advisors
Camelotta Advisors, San Francisco, CA: $235 million AUM, SEC registered investment adviser
Camelotta Advisors is an SEC registered investment adviser with its main office in San Francisco, California and reports $235 million in regulatory assets under management in its Form ADV filed March 18, 2026. Its clients include high net worth individuals, individuals and pension and profit sharing plans. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 128053
- SEC file number
- 801-110358
- SEC status
- Approved, effective April 10, 2017
- Legal name
- Camelot Technology Advisors, Inc.
- Main office
- 100 Bush St. Suite 511, San Francisco, CA 94104
- Phone
- (415) 806-3641
- Website
- divorceanalysis.com
- Regulatory AUM
- $234,947,793 in the Form ADV filed March 18, 2026
- Discretionary AUM
- $234,947,793
- Accounts
- 290
- Employees
- 2, of which 2 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 3
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 18, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 39 | $229.4 million |
| Individuals (other than high net worth individuals) | 19 | $3.7 million |
| Pension and profit sharing plans | 1 | $1.3 million |
| Charitable organizations | 1 | $592,668 |
| Corporations or other businesses | 1 | $140 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $234.9 million | March 18, 2026 |
| December 1, 2025 | $200.9 million | March 25, 2025 |
Other advisers in San Francisco
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Blueline Capital | San Francisco | $240.4 million | 3 | adviserinfo.sec.gov |
| Sea Cliff Partners Management, LP | San Francisco | $239.4 million | 1 | adviserinfo.sec.gov |
| Strategic Wealth Capital | San Francisco | $238.4 million | Not listed | adviserinfo.sec.gov |
| Innovius Capital Management, LLC | San Francisco | $237.9 million | 7 | adviserinfo.sec.gov |
| Montcalm TCR LLC | San Francisco | $237.5 million | 1 | adviserinfo.sec.gov |
| Bingham Private Wealth, LLC | San Francisco | $232.4 million | Not listed | adviserinfo.sec.gov |
| Tenzing Global | San Francisco | $228.1 million | 1 | adviserinfo.sec.gov |
| Incision Capital Management LP | San Francisco | $220.3 million | 1 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in San Francisco, CA
- Investment advisers in California
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Camelotta Advisors on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.