Camelback Capital Management, LLC

Camelback Capital Management is a small, independent investment adviser that serves individual clients and, less commonly for firms of its size, corporations and other business entities as well as institutional clients. Its services include discretionary asset management, targeted portfolio management for fixed‑income strategies (listed as Pure Return, Taxable, and Tax‑Free portfolios), and tax‑harvesting services.

The firm employs a mix of fundamental, technical and cyclical analysis and uses a range of strategies — long‑term, short‑term and trading — across individual stocks, ETFs, corporate and municipal debt, and options when appropriate. Portfolios are tailored to client objectives, monitored and rebalanced regularly, and the firm coordinates with clients’ advisors and accountants while typically managing accounts on a discretionary basis.

Notable for managing roughly $15.4 million across about 34 client relationships, the firm’s offering of portfolio management for corporate and institutional clients is statistically uncommon among independent advisers of this type. It also emphasizes near real‑time tax harvesting for larger accounts and concentrated fixed‑income solutions, and employs trade aggregation practices that distinguish its service mix from many similarly sized peers.