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1700 Woodlands Dr Suite 100, Maumee, OH 43537 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2017-12-05 |
| OH | RA | APPROVED | 2017-11-28 |
Branch Locations
1700 Woodlands Dr Suite 100, Maumee, OH 43537 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Quaker Funds Inc. | Berwyn | PA | 11/2014 | 11/2017 |
| Camelot Portfolios, Llc | Maumee | OH | 11/2017 | Present |
| Camelot Event Driven Advisors | Maumee | OH | 01/2018 | Present |
| Pkh Group Llc | Wilmette | IL | 07/2021 | 10/2025 |
| Bretton Woods Research | Long Valley | NJ | 07/2006 | 12/2018 |
| Kha Capital | Maumee | OH | 01/2021 | Present |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-03-14 |
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