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Campton Private Equity Advisors

Updated today

Client assets under management

$0

Clients

3

100% high-net worth

Advisors

1

of 2 employees

Firm type

Independent

1 advisor

Clients per advisor

3

Very Low

Average 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

Fixed

Project basis fees negotiated per engagement; monthly retainer minimum $50,000 (may be less at discretion)

Project-based

$575 per hour for Allen Latta's services (may be discounted)

Subscriptions

Monthly or quarterly retainer fees, minimum $50,000 per month, paid in advance

Other

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

California

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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