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Carmel Capital Partners

EST. AUM
$434,260,039

CONTACTS
12

CLIENT ACCOUNTS
782

Firm Details

Metro area San Diego
CRD Number 123907
Website carmelcap.com
Client types

Overview

Carmel Capital Partners, LLC is a California-based SEC-registered investment adviser headquartered in San Diego. Founded in 2004, the firm manages approximately $380 million in regulatory assets under management. Carmel provides discretionary portfolio management services primarily to individuals, high-net-worth individuals, pooled investment vehicles, and select business entities. The firm also sponsors and manages private funds focused on real estate and alternative investment strategies. In addition to separately managed accounts, Carmel structures private offerings under 3(c)(1) exemptions. The firm is independently owned and operates under a fiduciary framework, delivering customized investment solutions, alternative strategies, and real asset exposure to its client base.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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