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Carmel Capital Management LLC
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CRD # | 120675 |
SEC # | 801-61225 |
CIK # | |
AUM | $195.0 MM (2023-03-07) |
Employees | 6 (100% Investors, 0% Brokers) |
Phone | 831-625-1375 |
Address | 26350 Carmel Rancho Lane Carmel, CA 93923-8734 |
Source | [IAPD] [Website] |
Total AUM ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 0 | 0.4 |
(b) Individuals (high net worth individuals) | 90 | 187.5 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 7.0 |
(h) Charitable organizations | 0 | 0.1 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 96 | 195.0 |
By Discretionary | ||
Discretionary | 96 | 195.0 |
Non-Discretionary | 0 | 0.0 |
Total | 96 | 195.0 |
By Non-United States Persons | ||
Non-United States Persons | 1.9 | |
United States Persons | 193.1 | |
Total | 96 | 195.0 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Michael A Dubis Financial Planning LLC
✚
|
WI | 0.2 |
Anson Capital Inc
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|
GA | 0.2 |
Starfox Financial Services LLC
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|
TX | 0.2 |
Buttonwood Capital Management LLC
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|
AZ | 0.2 |
Morse Capital Partners LLC
✚
|
VA | 0.2 |
E A Horwitz LLC
✚
|
IL | 0.2 |
Farrow Financial Inc
✚
|
VT | 0.2 |
Second 50 Financial LLC
✚
|
CA | 0.2 |
Fort Henry Capital LLC
✚
|
WV | 0.2 |
Buska Wealth Management LLC
✚
|
WI | 0.2 |