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| Carmel Management III LLC
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| CRD # | 160892 |
| SEC # | 801-74214 |
| CIK # | |
| AUM | 7,984.4 M (2026-03-31) |
| Employees | 164 (7% Investors, 0% Brokers) |
| Phone | 415-273-2900 |
| Address | 1000 Sansome Street San Francisco, CA 94111 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| RE | Carmel Partners Investment Fund IX LP | [2024-01-02] | 691.8 M | 1,118.6 M |
| Filed 2025-04-28 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Commission $2,000,000 · Revenue Decline to Disclose | ||||
| RE | CP VIII Co-Investment JV LP | 2023-03-31 | 424.7 M | |
| RE | CP VIII Westlake JV LP | 2023-03-31 | 495.0 M | |
| RE | Carmel Partners Investment Fund VIII LP | [2022-03-29] | 1,543.7 M | 2,093.6 M |
| Filed 2022-10-24 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Commission $7,000,000 · Revenue Decline to Disclose | ||||
| RE | Carmel Partners Investment Fund VII LP | [2019-03-29] | 1,598.1 M | |
| Filed 2018-08-14 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| RE | Carmel Partners Investment Fund VI LP | [2016-03-30] | 941.8 M | 1,161.2 M |
| Filed 2016-12-14 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| RE | Carmel Partners Investment Fund V LP | [2014-03-31] | 1,000.0 M | 1,101.3 M |
| Filed 2014-07-14 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| RE | Carmel Partners Investment Fund III LP | [2012-02-15] | ||
| RE | Carmel Partners Investment Fund IV LP | [2012-02-15] | 583.5 M | 128.5 M |
| Filed 2011-12-29 (D) · Exemption 506, 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| RE | CP Investment Fund II LP | 2012-02-15 | ||
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| 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 | 8.0 |
| (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 | 8.0 |
| By Discretionary | ||
| Discretionary | 8 | 8.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 8 | 8.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 8.0 | |
| Total | 8 | 8.0 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| John Williams | Executive Officer | 67 | 5 | |
| Matthew Golden | Executive Officer | 27 | 3 | |
| Donald Campbell | Executive Officer | 13 | 3 | |
| Ron Zeff | Executive Officer | 46 | 2 | |
| Dennis Markus | Executive Officer | 35 | 2 | |
| Daniel Garibaldi | Executive Officer | 20 | 2 | |
| Michael Lahorgue | Executive Officer | 17 | 2 | |
| Quinn Barton | Executive Officer | 16 | 2 | |
| Trey Hilberg | Executive Officer | 7 | 2 | |
| Chris Beda | Executive Officer | 5 | 2 | |
| Liz Tennican | Executive Officer | 4 | 2 | |
| Bryan Crane | Executive Officer | 2 | 2 | |
| Carmel Partners GP VII LLC | Promoter | 1 | 1 | |
| Phil Owens | Executive Officer | 1 | 1 | |
| Carmel Partners GP V LLC | Promoter | 1 | 1 | |
| Carmel Partners GP VI LLC | Promoter | 1 | 1 | |
| Carmel Partners GP VIII LLC | Promoter | 1 | 1 | |
| Carmel Partners GP IX LLC | Promoter | 1 | 1 | |
| Carmel Partners GP IV LLC | Promoter | 1 | 1 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $2.8B |
| Serves | Institutional |
| Fund Types | Real Estate |
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