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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Carmel Capital Management LLC
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|---|---|
| CRD # | 120675 |
| SEC # | 801-61225 |
| CIK # | |
| AUM | $310.7 M (2025-01-27) |
| Employees | 6 (100% Investors, 0% Brokers) |
| Phone | 831-625-1375 |
| Address | 26350 Carmel Rancho Lane Carmel, CA 93923-8734 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.2 |
| (b) Individuals (high net worth individuals) | 96 | 301.6 |
| (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 | 8.7 |
| (h) Charitable organizations | 0 | 0.2 |
| (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 | 103 | 310.7 |
| By Discretionary | ||
| Discretionary | 103 | 310.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 103 | 310.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.4 | |
| United States Persons | 310.4 | |
| Total | 103 | 310.7 |
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|---|---|---|
|
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0.3 | |
|
Stonebridge Capital Management Inc
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CA | 0.3 |
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|
Centennial Wealth Advisory LLC
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Tallwoods Partners LLC
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IL | 0.3 |
|
Riverpath Investments LLC
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|
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✚
|
IL | 0.3 |
|
Questmont Virtual Family Office LLC
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|
FL | 0.3 |
|
Kirtland Hills Capital Management LLC
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|
OH | 0.3 |
|
M3 Advisory Group LLC
✚
|
MA | 0.3 |