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| Karmel Capital Management LLC
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|---|---|
| CRD # | 307701 |
| SEC # | 801-132661 |
| CIK # | |
| AUM | 636.1 M (2026-05-27) |
| Employees | 8 (100% Investors, 0% Brokers) |
| Phone | 858-208-3636 |
| Address | 512 Via de La Valle Solana Beach, CA 92075 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | CKCM25 II LP | [2026-03-30] | 42.9 M | 67.1 M |
| Filed 2025-07-18 (D) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | CKCM25 I LP | [2026-03-30] | 6.5 M | 59.5 M |
| Filed 2025-04-11 (D) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose | ||||
| PE | Karmel ABS25 LLC | [2026-03-30] | 6.5 M | 7.8 M |
| Filed 2025-04-11 (D) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose | ||||
| PE | Karmel AI Fund LP | [2026-03-30] | 42.9 M | 80.2 M |
| Filed 2025-07-18 (D) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | FF III CW24 LP | [2025-03-31] | 26.7 M | 30.4 M |
| Offered $50,000,000 · Filed 2024-10-10 (D) · Exemption 506(b), 3(c), 3(c)(1) · Remaining $23,325,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Karmel Capital Opportunity LLC | 2025-03-31 | 5.5 M | |
| PE | Karmel NSI24 LLC | [2025-03-31] | 2.2 M | 32.1 M |
| Filed 2024-09-04 (D) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose | ||||
| PE | SAI24 LLC | [2025-03-31] | 8.0 M | 2.1 M |
| Filed 2024-07-19 (D) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose | ||||
| PE | FF III LP | [2022-06-24] | 113.4 M | 99.1 M |
| Offered $115,000,000 · Filed 2021-09-01 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining $1,625,000 · Duration More than one year · Revenue Decline to Disclose | ||||
| PE | Karmel Capital SOF LP | [2020-03-06] | 13.9 M | 10.4 M |
| Offered $20,000,000 · Filed 2022-01-11 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining $6,100,000 · Duration One year or less · Net Assets Decline to Disclose | ||||
| PE | Karmel SOF SPV LP | [2020-03-06] | 9.4 M | 10.0 M |
| Offered $20,000,000 · Filed 2022-01-11 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining $10,600,000 · Duration One year or less · Net Assets Decline to Disclose | ||||
| PE | Karmel Capital Founders Fund II LP | [2018-01-02] | 0.8 M | |
| Offered $20,000,000 · Filed 2018-04-18 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining $20,000,000 · Duration One year or less · Net Assets Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($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 | 11 | 636.1 |
| (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 | 11 | 636.1 |
| By Discretionary | ||
| Discretionary | 9 | 354.2 |
| Non-Discretionary | 2 | 281.9 |
| Total | 11 | 636.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 636.1 | |
| Total | 11 | 636.1 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Scott Neuberger | Executive Officer | 16 | 3 | |
| James Brailean | Executive Officer | 18 | 2 | |
| Christian Buckley | Executive Officer, Promoter | 15 | 2 | |
| Karmel Capital Management LLC | Promoter | 12 | 2 | |
| Karmel Capital LLC | Executive Officer | 4 | 2 | |
| FF III GP LLC | Executive Officer, Promoter | 2 | 1 | |
| Karmel AI Fund GP LLC | Promoter | 1 | 1 | |
| Karmel Karmel Capital Management LLC | Promoter | 1 | 1 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional |
| Fund Types | Private Equity |
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