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CARMEL PARTNERS
CARMEL MANAGEMENT III, LLC
CRD 160892 · SEC 801-74214
1000 SANSOME STREET, FIRST FLOOR, SAN FRANCISCO, CA, 94111, United States
Phone
415-273-2900
Fax
415-273-2901
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$7.98B
Discretionary AUM
$7.98B
Team
164 total employees; 11 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 8 | $7.98B |
States served
CA, CO, DC, TX
All web addresses on file
Official SEC filing: View on IAPD