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Paul Kristian Hoffmeister

Camelot Portfolios, LLC

Wilmette, IL

Maumee, OH

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Current Employers
Camelot Portfolios, Llc

1700 Woodlands Dr Suite 100, Maumee, OH 43537 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2017-12-05
OH RA APPROVED 2017-11-28
  • IL RA
    APPROVED
    Since 2017-12-05
  • OH RA
    APPROVED
    Since 2017-11-28

Branch Locations

Wilmette, IL • United States

1700 Woodlands Dr Suite 100, Maumee, OH 43537 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 11/2014 → 11/2017
    Quaker Funds Inc.
    Berwyn, PA
  • 11/2017 → Present
    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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-03-14
  • S65 Uniform Investment Adviser Law Examination
    2018-03-14

View on SEC IAPD

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