9AT: DECAMILLA CAPITAL MANAGEMENT LLC

Adviser Profile

As of Date	03/03/2026
Registration	SEC, Approved, 04/07/2022
Other registrations (1)	California, Terminated, 05/08/2022
ADV Location	SACRAMENTO, CA, United States
Contact Info	916 xxxxxxx
Websites

AUM^*	162,883,682 40%
of that, discretionary	162,883,682 40%
Number of Employees	2 -33%
of those in investment advisory functions	1 -50%
Private Fund GAV^*	0
Avg Account Size	539,350 25%
% High Net Worth	21.29% -14%
SMA’s	No
Private Funds	0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Investment companies
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Pension consulting services

Compensation Arrangments

- A percentage of assets under your management

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser THE WEALTH CONSULTING GROUP	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM6.3b	#Funds-
Adviser BELL ROCK CAPITAL, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM192.7m	#Funds-
Adviser GRANT STREET ASSET MANAGEMENT INC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM768.9m	#Funds-
Adviser IFRAH FINANCIAL SERVICES, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM489.1m	#Funds-
Adviser FAMILY CAPITAL MANAGEMENT	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM435.1m	#Funds-
Adviser FELL CAPITAL MANAGEMENT	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM161.8m	#Funds-
Adviser INTRACK INVESTMENT MANAGEMENT, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM275.7m	#Funds-
Adviser NICHOLSON MEYER CAPITAL MANAGEMENT, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM338.1m	#Funds-
Adviser AJF CAPITAL MANAGEMENT, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM178.5m	#Funds-
Adviser PSC FINANCIAL LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM135.1m	#Funds-

Brochure Summary

Overview

DeCamilla Capital Management, LLC. (“DCM” or the “Firm”) has been in business since 1998. Principal owners of the Firm are: David DeCamilla is the President and Chief Investment Officer, and Tigh Rickman, VP, Treasurer, Chief Financial Officer, and Chief Compliance Officer. INVESTMENT MANAGEMENT DCM offers asset management services to advisory Clients. DCM will offer Clients ongoing asset management services through determining individual investment goals, time horizons, objectives, and risk tolerance. Investment strategies, investment selection, asset allocation, portfolio monitoring, and the overall investment program will be based on the above factors. Discretionary Management Clients authorize DCM to manage their accounts on a discretionary basis. Clients sign a limited trading authorization or equivalent allowing DCM to determine the

securities to be bought or sold and the amount of the securities to be bought or sold. DCM will have the authority to execute transactions in the account without seeking Client approval on each transaction. DCM does not engage in non- discretionary management of client accounts. Client-Tailored Services and Client-Imposed Restrictions The goals and objectives for each Client are documented in our Client files. Investment strategies are created that reflect the stated goals and objectives. Clients may impose restrictions on investing in certain securities or types of securities. These restrictions may, however, prohibit engagement with DCM. As of December 31, 2022, DCM’s total assets under management were $90, 580,791. All of DCM’s assets under management by DCM are managed on a discretionary basis. No assets are managed on a non-discretionary basis.

DECAMILLA CAPITAL MANAGEMENT LLC

DECAMILLA CAPITAL MANAGEMENT LLC

DECAMILLA CAPITAL MANAGEMENT INC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

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DECAMILLA CAPITAL MANAGEMENT LLC DECAMILLA CAPITAL MANAGEMENT LLC DECAMILLA CAPITAL MANAGEMENT INC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

DECAMILLA CAPITAL MANAGEMENT LLC

DECAMILLA CAPITAL MANAGEMENT LLC

DECAMILLA CAPITAL MANAGEMENT INC