Campton Private Equity Advisors
Campton Private Equity Advisors is a San Francisco-based, SEC-registered (Firm/288085) boutique advisory firm providing private equity advisory services—including asset allocation, portfolio construction, fund, direct/co-invest, secondary, and LP committee representation—to family offices, high-net-worth individuals, and institutional investors.
- Company typePrivate
- Founded2006
- HeadquartersSan Francisco, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
What Campton Private Equity Advisors does
Campton Private Equity Advisors (legal entity: Campton Advisors, LLC) is a privately held, SEC-registered (Firm/288085) boutique financial advisory firm headquartered in San Francisco, California, founded in 2006. The firm provides private equity advisory services to family offices, high-net-worth individuals, and institutional investors (endowments and foundations) on a global basis, with core service modules spanning client education, strategic asset allocation, portfolio construction, primary fund investing (venture, growth, buyout, mezzanine, distressed, secondaries, funds-of-funds), direct and co-investing, secondary transactions, distribution advisory, portfolio monitoring and performance evaluation, and Limited Partner Advisory Committee representation. The business operates on a professional-services revenue model with non-publicly-disclosed pricing structured as custom retainer, hourly, or AUM-based advisory engagements targeting institutional-quality clients.
The firm is led by Managing Director Allen J. Latta, CFA, CAIA, who previously headed the US office at VenCap International plc and brings over 25 years of experience across PE, venture capital, corporate finance, public offerings, and M&A. Campton is supported by a Senior Advisor network of approximately twelve professionals and one Senior Consultant whose collective experience exceeds 150 years, spanning investment banking (Bear Stearns, CIBC, Banc of America), private equity portfolio management (PineBridge Investments, LACERA managing an $8B PE portfolio, Harvest Capital Strategies), corporate law (Morgan Lewis, Buchalter), and operating executive roles across healthcare, insurance, technology, and financial services verticals. Campton does not develop or sell proprietary technology and operates through personalized, relationship-based advisory engagement rather than product distribution channels.
The go-to-market relies on thought leadership rather than paid sales infrastructure: Allen Latta maintains a personal blog (allenlatta.com), publishes webinar-based educational content (including the 2019 "Private Equity Investing 101: An Overview for New Investors"), and regularly moderates or speaks at US PE and family-office conferences such as Opal Family Office Forum West, SuperReturn US West, ACG Intergrowth, Keiretsu Forum, LP-GP Summit, Carmo Middle Market, and Context Family Network webinars. The firm is privately funded, with a single disclosed 2014 equity round of $1,700,000 from unidentified investors and no subsequent capital raises, and has no parent company, subsidiaries, or disclosed external ownership.
Campton Private Equity Advisors firmographics
Firmographics- Name
- Campton Private Equity Advisors
- Legal name
- Campton Advisors, LLC
- Website
- https://camptonpe.com
- Company type
- Private
- Founded year
- 2006
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Campton Private Equity Advisors is a San Francisco-based, SEC-registered (Firm/288085) boutique advisory firm providing private equity advisory services—including asset allocation, portfolio construction, fund, direct/co-invest, secondary, and LP committee representation—to family offices, high-net-worth individuals, and institutional investors.
- Ownership category
- akta.pro rank
Where Campton Private Equity Advisors is headquartered
LocationHeadquarters
- HQ city
- San Francisco
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Campton Private Equity Advisors business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Marketing or Sales, Operations, Technology or R&D
Revenue model
- Investment Advisory Services: Campton provides private equity advisory services to clients including asset allocation, portfolio construction, fund investing, direct and co-investing advisory, secondary transactions, and LP advisory committee representation. As a registered investment adviser with the State of California, the firm generates revenue through advisory fees, likely structured as retainer fees, hourly consulting, or AUM-based compensation.
Go-to-market motion2 records
Distribution channels1 record
Marketing channels4 records
Campton Private Equity Advisors product offering
Product offeringCore offering
Campton Private Equity Advisors is a boutique investment advisory firm that provides private equity advisory services to investors including family offices, high net worth individuals, and institutional investors (endowments, foundations). Services span client education, strategic asset allocation, portfolio construction, fund investing advisory, direct and co-investment advisory, secondary transaction advisory, distribution advisory, portfolio monitoring and performance evaluation, and LP advisory committee representation.
Product overview
Campton Private Equity Advisors is a financial advisory firm offering a comprehensive suite of private equity advisory services rather than a traditional product platform. The core offering consists of advisory services for private equity investors including client education, asset allocation, portfolio construction, fund investing, direct and co-investing, secondary transactions, distribution advisory, portfolio monitoring, and LP advisory committee representation. These services are provided as an integrated advisory offering to family offices and high net worth individuals seeking to invest in private equity strategies on a global basis.
Differentiator
Problem solved
Functional benefit
Products and services
- Private Equity Advisory Services An integrated private equity advisory offering for family offices, high net worth individuals, and institutional investors (endowments, foundations), covering the full lifecycle of private equity investing from education through ongoing portfolio monitoring.
Companies that use Campton Private Equity Advisors
Customer profileSegments3 records
Ideal customer profiles3 records
Campton Private Equity Advisors technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Campton Private Equity Advisors partnerships and signals
Strategic signalScale indicators1 record
Recent moves6 records
Expansion highlights4 records
Campton Private Equity Advisors competitors and assessment
Company assessmentDirect peers
- Fund Evaluation Group (FEG): Independent investment advisory firm providing manager research, PE consulting, and OCIO services to institutional and family-office clients — comparable specialist model to Campton.
- Cambridge Associates: Largest independent investment consulting firm advising endowments, foundations, and family offices on private equity allocation, manager selection, and portfolio construction — directly comparable to Campton's core offering but at vastly greater scale.
- Aksia: Specialist advisor on private markets for institutional and family-office clients, covering fund selection, co-investments, and secondaries — a closer specialist peer to Campton's PE-only focus.
- NEPC: Investment consulting firm serving institutional investors and families on private markets allocation, manager due diligence, and portfolio construction — overlapping strongly with Campton's advisory mandate.
- Park Hill (Blackstone): Blackstone's fund-advisory business providing PE fund-of-funds and co-invest sourcing for institutional and family-office clients — comparable LP advisory franchise to Campton's positioning.
- TorreyCove Capital Partners: Boutique private investment advisor serving family offices and HNW investors with PE, private credit, and real assets allocation — a tightly comparable boutique specialist to Campton.
Broad incumbents
- Aon: Global professional services firm with a substantial investment consulting practice covering PE advisory, OCIO, and manager research for institutional investors — competes for the same family-office mandates as Campton.
- Mercer: Global investment consulting arm of Marsh McLennan advising institutional and family-office clients across all asset classes including PE — broader and far larger than Campton but addressing overlapping buyer needs.
- StepStone Group: Global private markets investment firm offering advisory, fund-of-funds, and co-invest solutions to institutional and family-office clients — larger, broader incumbent competing for PE advisory mandates.
Emerging players
- Aletheia Capital: Boutique advisory firm focused on private markets education and portfolio construction for emerging family offices and HNW investors — closely mirrors Campton's underserved-segment positioning.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat3 records
Key risks5 records
Key highlights6 records
Customer concentration
Campton Private Equity Advisors social profiles
Digital presenceCampton Private Equity Advisors compliance and trust
Trust signalCompliance1 record
Campton Private Equity Advisors financial estimates
Financial estimateRevenue estimate
Valuation estimate
Campton Private Equity Advisors leadership team
Management profileNumber of profiles
Profiles12 records
Campton Private Equity Advisors funding detail
Funding detailFunding overview
Funding rounds1 record
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Campton Private Equity Advisors M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Campton Private Equity Advisors
What does Campton Private Equity Advisors do?
Campton Private Equity Advisors is a boutique investment advisory firm that provides private equity advisory services to investors including family offices, high net worth individuals, and institutional investors (endowments, foundations). Services span client education, strategic asset allocation, portfolio construction, fund investing advisory, direct and co-investment advisory, secondary transaction advisory, distribution advisory, portfolio monitoring and performance evaluation, and LP advisory committee representation.
Is Campton Private Equity Advisors a public or private company?
Campton Private Equity Advisors is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Campton Private Equity Advisors founded?
Campton Private Equity Advisors was founded in 2006. It employs 1 to 10 people.
Where is Campton Private Equity Advisors based?
Campton Private Equity Advisors is headquartered in San Francisco, United States, in the North America region.
How does Campton Private Equity Advisors make money?
One revenue line is on record: investment Advisory Services.
Who are Campton Private Equity Advisors's main competitors?
Direct peers on record are Fund Evaluation Group (FEG), Cambridge Associates, Aksia, NEPC, Park Hill (Blackstone) and TorreyCove Capital Partners. Broad incumbents are Aon, Mercer and StepStone Group. Aletheia Capital is listed as an emerging player.
Does Campton Private Equity Advisors have an API?
No public API is recorded for Campton Private Equity Advisors.