Camelot Capital Partners LLC

Camelot Capital Partners, LLC is an SEC-registered investment adviser founded in 2015 by William Barker, who serves as the Managing Partner and Chief Investment Officer. The firm manages approximately $1.36 billion in assets for three pooled investment vehicles. Camelot provides investment advisory services with full discretion over investing and reinvesting assets according to the Funds' objectives. The firm's investment strategy focuses on long equities, primarily targeting UK and US markets with a concentration on smaller companies. Camelot may also invest in unlisted assets and utilize a Special Opportunities Allocation for exceptional investment opportunities. The firm may employ leverage and derivatives for risk management, but rarely does so. Clients include high net worth individuals, pension plans, endowments, and other entities. Fees are structured with a cap on operating expenses reimbursed by the Funds and a performance fee of 20% of profits above a benchmark. Camelot does not participate in wrap fee programs and does not pay for client referrals. The firm has a Code of Ethics, reviews client accounts regularly, and votes proxies for client securities. Camelot maintains custody of client assets and has financial stability to meet contractual commitments. The firm does not have any disciplinary events or financial impairments.