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CARMEL CAPITAL PARTNERS, LLC
CRD 123907 · SEC 801-64695
12760 HIGH BLUFF DRIVE, SUITE 210, SAN DIEGO, CA, 92130, United States
Phone
858-457-7544
Fax
858-457-7522
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$434.3M
Discretionary AUM
$431.2M
Team
9 total employees; 5 advisory reps
Clients
26-50
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)MONITORING FEES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 153 | $105.5M |
| High net worth individuals | 94 | $265.7M |
| Pooled investment vehicles | 3 | $16.4M |
| Pension/profit sharing plans | 8 | $43.1M |
| Corporations/business entities | 5 | $3.6M |
States served
CA, IL, LA, WA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD