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| Happy Holidays!! thanks for using AUM13F!! |
| Karmel Capital Management LLC
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| CRD # | 307701 |
| SEC # | 801-132661 |
| CIK # | |
| AUM | $170.3 M (2025-06-06) |
| Employees | 8 (100% Investors, 0% Brokers) |
| Phone | 858-208-3588 |
| Address | 512 Via de La Valle Solana Beach, CA 92075 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | FF III CW24 LP | [2025-03-31] | 26.7 | 30.4 |
| PE | Karmel Capital Opportunity LLC | 2025-03-31 | 22.2 | |
| PE | Karmel Nsi24 LLC | [2025-03-31] | 2.2 | 13.3 |
| PE | Karmel Sai24 LLC | [2025-03-31] | 8.0 | 5.6 |
| PE | FF III LP | [2022-06-24] | 113.4 | 96.9 |
| PE | Karmel Capital SOF LP | [2020-03-06] | 13.9 | 10.4 |
| PE | Karmel SOF SPV LP | [2020-03-06] | 9.4 | 10.0 |
| PE | Karmel Capital Founders Fund II LP | [2018-01-02] | 0.0 | 1.9 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| 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 | 6 | 170.3 |
| (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 | 6 | 170.3 |
| By Discretionary | ||
| Discretionary | 6 | 170.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 6 | 170.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 170.3 | |
| Total | 6 | 170.3 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Scott Neuberger | 11 | ||
| James Brailean | 15 | ||
| Christian Buckley | 9 | ||
| Karmel Capital Management LLC | 7 | ||
| Karmel Capital LLC | 4 | ||
| FF III GP LLC | 2 |
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|---|---|---|
|
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FL | 0.2 |
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Moelis Capital Partners LLC
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NY | 0.2 |
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NY | 0.2 |
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ACON Investments Management LLC
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DC | 0.2 |
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Periphas Capital LP
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NY | 0.2 |
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BD Investment Partners LLC
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NC | 0.2 |
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Unitas Capital III Ltd
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0.2 | |
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Palisades Management LLC
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CA | 0.2 |
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PGP Advisors LLC
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ID | 0.2 |
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Midway Wealth Partners LLC
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IL | 0.2 |