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Building 2KARMEL CAPITAL MANAGEMENT LLC

Map pinSOLANA BEACH, CA
Phone858-208-3636
NotebookSEC #801-132661
Total AUM
$636.1M
Employees
8
Clients
11

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
512 VIA DE LA VALLE
SUITE 207
SOLANA BEACH
CA 92075
United States
Operating Hours
9:00 TO 5:00 (PST)
Monday - Friday
Phone
858-208-3636

ReceiptFinancials

Total AUM
$636.1M
Accounts
11
Discretionary
$354.2M
Accounts
9
Non-Discretionary
$281.9M
Accounts
2

ContactClients

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Pooled Vehicle Clients
11
AUM
$636.1M

Briefcase businessServices

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Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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