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| Carmel Management III LLC
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|---|---|
| CRD # | 160892 |
| SEC # | 801-74214 |
| CIK # | |
| AUM | $6.0 BB (2024-07-02) |
| Employees | 175 (9% Investors, 0% Brokers) |
| Phone | 415-273-2900 |
| Address | 1000 Sansome Street San Francisco, CA 94111 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| RE | Carmel Partners Investment Fund IX LP | 2024-01-02 | 637.9 | |
| RE | CP VIII Co-Investment JV LP | 2023-03-31 | 388.0 | |
| RE | CP VIII Westlake JV LP | 2023-03-31 | 413.9 | |
| RE | Carmel Partners Investment Fund VIII LP | [2022-03-29] | 1,543.7 | 1,642.2 |
| RE | Carmel Partners Investment Fund VII LP | [2019-03-29] | 0.0 | 1,351.3 |
| RE | Carmel Partners Investment Fund VI LP | [2016-03-30] | 941.8 | 1,162.4 |
| RE | Carmel Partners Investment Fund V LP | [2014-03-31] | 1,000.0 | 1,072.4 |
| RE | Carmel Partners Investment Fund III LP | [2012-02-15] | 3.9 | |
| RE | Carmel Partners Investment Fund IV LP | [2012-02-15] | 583.5 | 128.5 |
| RE | CP Investment Fund II LP | 2012-02-15 | 0.0 | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (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 | 8 | 6.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 8 | 6.0 |
| By Discretionary | ||
| Discretionary | 8 | 6.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 8 | 6.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 6.0 | |
| Total | 8 | 6.0 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 | |
|---|---|---|---|---|
| John Williams | 66 | |||
| Matthew Golden | 20 | |||
| Donald Campbell | 13 | |||
| Ron Zeff | 40 | |||
| Dennis Markus | 35 | |||
| Daniel Garibaldi | 20 | |||
| Michael Lahorgue | 17 | |||
| Quinn Barton | 16 | |||
| Trey Hilberg | 7 | |||
| Chris Beda | 5 | |||
| View All | ||||
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