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Building 2CARMEL CAPITAL PARTNERS, LLC

Map pinSAN DIEGO, CA
Phone858-457-7544
NotebookSEC #801-64695
Total AUM
$434.3M
Employees
9
Clients
263

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
12760 HIGH BLUFF DRIVE
SUITE 210
SAN DIEGO
CA 92130
United States
Operating Hours
8:30AM - 4:30PM
Monday - Friday
Phone
858-457-7544
Other Offices
4

ReceiptFinancials

Total AUM
$434.3M
Accounts
782
Discretionary
$431.2M
Accounts
777
Non-Discretionary
$3M
Accounts
5

ContactClients

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Individual Clients
153
AUM
$105.5M
HNW Individual Clients
94
AUM
$265.7M
Pooled Vehicle Clients
3
AUM
$16.4M
Pension/Profit Sharing Plan Clients
8
AUM
$43.1M
Corporation or Business Clients
5
AUM
$3.6M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
MONITORING FEES
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLILLANHTXWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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