CAMSHAFT CAPITAL ADVISORS LLC

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Adviser Profile

Registration status Terminated
As of Date 07/05/2024
Adviser Type - Large advisory firm
Number of Employees 1 -80.00%
of those in investment advisory functions 1 -50.00%
AUM* 581,052,119 -2.48%
of that, discretionary 581,052,119 -2.48%
Private Fund GAV* 0 -100.00%
Avg Account Size 581,052,119 -2.48%
SMA’s No
Private Funds 0 1
Contact Info 305 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Recent News

Reported AUM

Discretionary
Non-discretionary
596M 511M 426M 340M 255M 170M 85M
2023

Private Funds



Employees

Brochure Summary

Overview

For the purposes of this Brochure, the “Adviser”, “Camshaft: or the “Investment Manager” means Camshaft Capital Advisors, LLC. The Investment Manager, owned by William Morton, is a limited liability company organized under the laws of the State of Florida and has been providing investment advisory services since 2020. Camshaft Capital Management, LLC is the General Partner of Camshaft Capital Fund LP. Mr. Morton acts as the managing member of Camshaft Capital Management, LLC. Currently, Camshaft manages and provides discretionary investment advisory services to the Camshaft Capital Fund, LP (as defined below in this Item 4 under “Funds”). In addition, Camshaft may serve as a discretionary investment adviser to invest the assets of a privately offered pooled investment vehicle managed by an unaffiliated third-party pursuant to a trading advisory agreement (the “Third-Party Fund” and, together with the Camshaft Funds, the “Funds”). Camshaft may also provide investment advisory services to entities or pooled investment vehicles on a managed account basis (each such arrangement, a “Managed Account,” and the entity(ies) funding a Managed Account, a “Managed Account Client”). For
the purposes of this brochure, a “Client” refers to a Fund (but not the investors in a Fund) and/or a Managed Account Client, as the context requires. As of December 31, 2022, Camshaft had $595,845,395 in regulatory assets under management. Camshaft does not currently manage any Client assets on a non-discretionary basis. Camshaft does not participate in any wrap fee programs. Managed Account Arrangements As of the date of this brochure, Camshaft has no Managed Account arrangements. However, in the event that Camshaft were to enter into a Managed Account arrangement in the future, then Camshaft would develop investment guidelines based upon the Managed Account Client’s specific investment objectives. Managed Account advisory services would be governed by a written agreement (“Managed Account Agreement”) between Camshaft and the Managed Account Client. Camshaft would manage any such Managed Accounts under a broad range of potential mandates. Managed Account Clients would be permitted to amend their investment guidelines as their needs change or impose restrictions or limitations on investing in certain securities or types of securities.