Camulos Capital LP (Stamford)

Name: Camulos Capital LP
Address: 3 Landmark Square, Stamford, CT, 06901
Telephone: 203-658-0800

Camulos Capital LP is a large advisory firm based in Stamford. It manages $1.49 billion of regulatory assets for 7 client accounts. It has been registered with the SEC as an adviser since 2006.

Camulos Capital provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Camulos Capital: assets under management

The assets under management (AUM) of Camulos Capital LP is $1.49 billion. The firm's AUM has grown by 29% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.47 billion in discretionary accounts and $23.11 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $293.33 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $11.56 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Camulos Capital LP for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Camulos Capital LP

Michael Peter Iuliano joined the executive team most recently as the General Counsel/Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Camulos Capital Gp Llc	Limited liability company	1 Apr 2005	Other	20-2716555
William Burtch Young	Limited partner	1 May 2005	Other	726551
Richard Paul Brennan	Chief executive officer/limited partner	1 Jun 2005	75% - 100%	1777753
Richard D Holahan	Chief operating officer/limited partner	1 Jul 2005	Other	5125528
Edward H Burdick	Limited partner	1 Jul 2005	Other	5125547
William Edward Seibold	Limited partner	1 Jul 2005	Other	2330376
Matthew R Glass	Limited partner	1 Jul 2005	Other	1672696
Richard Daniel Holahan	Chief operating officer/limited partner	1 Jul 2005	Other	5125528
Edward Hart Burdick	Limited partner	1 Jul 2005	Other	5125547
Matthew Robert Glass	Limited partner	1 Jul 2005	Other	1672696
Maura Anne King	Chief compliance officer	1 Mar 2006	Other	1930689
Ned Mcgavern Dybvig	Limited partner	1 Jan 2008	Other	5495580
Michael Peter Iuliano	General counsel/chief compliance officer	1 Sep 2008	Other	5633359

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Richard Paul Brennan	General partner	1 Apr 2005	75% - 100%	1777753

Based in Stamford

The principal office where Camulos Capital LP performs its advisory services is located at 3 Landmark Square, Stamford, CT 06901, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 203-658-0800 or by fax 203-658-0735. The normal business hours are 8:00am-6:00pm on Monday - Friday. You can find more information about the New York firm at www.camuloscapital.com.