Campton Private Equity Advisors

CRD#288085
Investment Advisor Firm

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Learn more about Campton Private Equity Advisors

  • Overview
  • By the Numbers
  • Products and Services
  • Fee Structure
  • Disclosures
  • State Registrations
  • Office Locations
  • Firm Advisors

    • Overview

    Campton Private Equity Advisors operates as a financial advisor firm headquartered in San Francisco, California. The company has a small group of one employee who is a financial advisor. Campton Private Equity Advisors does not act as a registered broker-dealer, signifying that it cannot buy and sell securities for its accounts and those of its customers and instead is required to go through a broker-dealer company to do so. Securities are defined as exchangable fiscal assets like options, bonds and stocks.

    Campton Private Equity Advisors's central office is located at 601 Montgomery Street, San Francisco, California 94111. The firm is registered to serve customers in the state of California.

    Editorial note: Under some conditions, firms can file as exempt reporting advisors with the SEC, meaning they file a shorter version of the Form ADV. As a result, this is all of the available information for Campton Private Equity Advisors. Please visit the SEC website for more information at https://www.sec.gov

    Number of Advisors

    1

    Disclosures

    No

    Office Location

    601 Montgomery Street
    San Francisco, CA 94111

    Campton Private Equity Advisors by the Numbers

    Total Number of Employees

    1

    National Average: 71,771
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    Products and Services

    Financial services that Campton Private Equity Advisors provides include selection of other advisers and other services. Campton Private Equity Advisors does not sell products or offer services apart from investment advice to its investment advisory customers. Campton Private Equity Advisors is also affiliated with one or more other service providers in the financial services industry, including with a lawyer or law firm.

    Core Advisor Services

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      Financial Planning Services

      This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.

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      Portfolio Management

      This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.

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      Market Timing Services

      This is the practice of attempting to make short-term profits on investments by buying low and selling high.

    Other Services

    • Offered by 21% of firms

      Selection of Other Advisors

      This is the firm's assistance with choosing other advisors to work with who may have different specialties.

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      Publication of Periodicals

      This is the publication of various financial education materials.

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      Educational Seminars/Workshops

      This is the hosting of seminars or workshops to educate investors on financial concepts.

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    Fee Structure

    Fees charged by financial advisors typically are based on which services the firm provides the client. However, fees charged by Campton Private Equity Advisors can be comprised of the following fee types: hourly, fixed or other. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the firm.

    Available

    • Offered by 21% of firms

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Offered by 33% of firms

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    • Offered by 10% of firms

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

    Unavailable

    • Find one of the 70% of firms that offer this fee type

      Percentage of Assets

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      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 26% of firms that offer this fee type

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

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    Disclosures

    Campton Private Equity Advisors does not have any disclosures.

    Please visit its Form ADV for more details.

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    Financial Advisors at Campton Private Equity Advisors

    Gerald Flintoft
    San Francisco, CA
    Allen Latta
    San Francisco, CA

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