Paul Kristian Hoffmeister

Employer firm

Camelot Portfolios, LLC CRD 145918

$272M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2014 → 11/2017
  Quaker Funds Inc.
  Berwyn, PA
• 11/2017 → Present
  Camelot Portfolios, Llc
  Maumee, OH
• 01/2018 → Present
  Camelot Event Driven Advisors
  Maumee, OH
• 07/2021 → 10/2025
  Pkh Group Llc
  Wilmette, IL
• 07/2006 → 12/2018
  Bretton Woods Research
  Long Valley, NJ
• 01/2021 → Present
  Kha Capital
  Maumee, OH

Other Businesses

1) PKH Group LLC; Investment related: No; Location: 1531 Lake Avenue Wilmette IL 60091 United States; Description: Related to sales of CMMS software.; Position Title: President; Responsibilities Duties: Previous work related to sales of CMMS software.; Start date: 2021-07-06; Hours per month during trading hours: 0; Hours per month outside trading hours: 0. 2) Camelot Event-Driven Advisors; Investment related: Yes; Location: 1700 Woodlands Drive Maumee OH 43537 United States; Description: Camelot Event-Driven Advisors.; Position Title: Managing Member; Responsibilities Duties: Portfolio manager, managing member; Start date: 2018-01-01; Hours per month during trading hours: 30; Hours per month outside trading hours: 10. 3) KHA Capital; Investment related: yes; Location: 1700 Woodlands Drive Maumee OH 43537 United States; Position Title: Portfolio Manager; Responsibilities & Duties: Portfolio manager, managing member; Start date: 2021-01-01; Hours per month during trading hours: 6; Hours per month outside trading hours: 0.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-03-14