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Building 2CARMEL PARTNERS

Map pinSAN FRANCISCO, CA
Phone415-273-2900
NotebookSEC #801-74214
Total AUM
$8B
Employees
164
Clients
8

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1000 SANSOME STREET
FIRST FLOOR
SAN FRANCISCO
CA 94111
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
415-273-2900
Other Offices
5

ReceiptFinancials

Total AUM
$8B
Accounts
8
Discretionary
$8B
Accounts
8
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
8
AUM
$8B

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CACODCTX

HandshakeAffiliates

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Affiliates
Reported 10 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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