The CARMEL CAPITAL PARTNERS, LLC is a privately held investment adviser that advises $434.26mn in regulatory assets under management held in 1 SEC fund types across 2 investment strategies. CARMEL CAPITAL PARTNERS, LLC is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 214.2% over the last 5-years.
The Group has been registered with the SEC for 20.87 years and is comprised of 1 filing and 0 relying advisers. They operate out of 3 office locations with their Headquarters at 12760 HIGH BLUFF DRIVE SUITE 210, SAN DIEGO, CALIFORNIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 9 employees comprised of 5 investment and 4 non-investment staff. The total number of Employees increased by 200% over the last 5-years.
Their $434.26mn in assets advised are owned by 3 private funds, 0 public funds and BDCs and 13 other accounts. Assets of High Net Worth Individuals clients own $265.69mn or 61.18% of Total Assets and Individuals own $105.53mn or 24.3% of Total Assets.
The Group's top investment strategies include FI/Credit - Diverse and Real Estate, representing 84.88% and 15.12% of total assets, respectively.
They advise 5 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 2 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 1 private funds with $560.2K in assets.
The Group discloses advisory fees and management fees.
CARMEL CAPITAL PARTNERS, LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.