Camelot Technology Advisors, Inc.
Camelot Technology Advisors, Inc. (also branded as Camelotta Advisors) is a boutique fiduciary investment advisory firm headquartered in San Francisco, California. Founded in 2001 by Dana Grigg, the firm combines advanced investment principles and modern technologies with personalized wealth management for high net worth individuals, families, and select institutional clients. With a very small team of 2 employees, Camelot offers high-touch, customized investment solutions, particularly for clients who value tailored strategies informed by Wall Street and academic investing techniques.
Investment Strategy
Camelot Technology Advisors implements modern portfolio theory and institutional investing practices to create bespoke, technology-enhanced strategies for each client. They aim to leverage advanced analytics (some proprietary) and classical investment approaches to optimize asset allocation, manage risks, and identify profit opportunities. The firm emphasizes client education, open communication, and continuously integrates innovative, forward-looking practices from its Silicon Valley roots. Their approach is highly flexible, adapting to each client's circumstances, with a particular niche supporting families, doctors, and philanthropically minded individuals.
Top Holdings
Equity Positions (53)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 29.53% | $37.2M | 55,586 | $484.25 | $669.30 | +$1.6M |
I IEFA | ISHARES TR | 6.25% | $7.9M | 90,166 | $71.00 | $87.31 | +$312.1K |
P PHYS | SPROTT ASSET MANAGEMENT LP | 5.23% | $6.6M | 222,381 | $17.94 | $29.62 | +$1.2M |
S SPY | SPDR S&P 500 ETF TR | 4.96% | $6.2M | 9,371 | $475.69 | $666.18 | +$214.5K |
X XLI | SELECT SECTOR SPDR TR | 3.99% | $5.0M | 32,584 | $114.26 | $154.23 | -$395.1K |
Options Positions (3)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | Sold | Put | $822.7K | 799 | $666.18 | $577.90 | -561 | -$355.3K |
R RDDT | REDDIT INC | New | Call | $334.1K | 61 | $229.99 | $229.99 | +61 | +$334.1K |
B BA | BOEING CO | Sold | Call | $279.1K | 42 | $215.83 | $177.00 | -30 | -$183.1K |