Campton Private Equity Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
3
100% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
3
Very LowAverage account size
$0
About
Campton provides non-discretionary private equity advisory services to U.S. and foreign high net worth individuals, family offices, and institutional clients, with a focus on constructing and monitoring customized private equity programs including primary and secondary fund commitments, co-investments, and direct investments in privately held companies. The firm also offers private equity education and consulting to registered investment advisers, law and accounting firms, valuation firms, institutional investors and other professional organizations.
The firm tailors engagements around client-specific program parameters — fund type, strategy, sector and geography — and evaluates opportunities through offering materials, manager interviews, legal documentation, benchmarking data and targeted due diligence. Campton does not manage or custody client assets, provides advice on a non-discretionary basis, and can prepare private equity investment policy statements and periodic written portfolio summaries when engaged to do so.
Campton’s profile is notable for its attorney-affiliated leadership (the managing director serves Of Counsel to a law firm), an explicit process to disclose and address any resulting conflicts of interest, and a client base that includes foreign investors, which is less common among peers. The firm’s work emphasizes consulting, education and negotiated engagements (hourly, project, retainer or asset-based arrangements) rather than providing discretionary individual portfolio management or accepting performance-based fees.
Client services
Selection of other advisers
Newsletters or periodicals
Educational seminars or workshops
Private equity advisory services
Expertise
Private / alternative investments
Fee options
Project basis fees negotiated per engagement; monthly retainer minimum $50,000 (may be less at discretion)
$575 per hour for Allen Latta's services (may be discounted)
Monthly or quarterly retainer fees, minimum $50,000 per month, paid in advance
Fee-only: Hourly fees at $575 per hour (may be discounted); project fees negotiated per project; monthly retainer minimum $50,000 (may be charged less at discretion); asset-based fees about 0.1% per month on Fair Value or Cost base, or 0.08% per month on Commitment base, all negotiable
Main office location
Campton Private Equity Advisors
601 Montgomery Street, Suite 1210
San Francisco CA 94111, United States
Number of offices
1
Most active in
Campton Private Equity Advisors has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
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