RIA Intelligence

CARMEL CAPITAL ADVISORS, LLC

CRD #119691 SEC #801-64702 LA JOLLA, CA (858)457-7544
SEC Registered
Total AUM
$4.1M
Discretionary
$4.1M
Employees
5
Clients
--
Accounts
1

Firm Details

Organization Type
Limited Liability Company
State of Formation
--
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Feb 7, 2007
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
JOSEPHSON, ANTHONY, ALANIMANAGING MEMBERC Control
JOSEPHSON, ANTHONY, ALANIMANAGING MEMBERC Control
JOSEPHSON, ANTHONY, ALANIMANAGING MEMBERC Control
JOSEPHSON, ANTHONY, ALANIMANAGING MEMBERC Control
JOSEPHSON, ANTHONY, ALANIMANAGING MEMBERC Control
SILBERSTEIN, RUSSELL, GAVINIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERC Control
SILBERSTEIN, RUSSELL, GAVINIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERC Control
SILBERSTEIN, RUSSELL, GAVINIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERC Control
SILBERSTEIN, RUSSELL, GAVINIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERC Control
SILBERSTEIN, RUSSELL, GAVINIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERC Control
JM HOLDINGS, INC.DEMEMBERB
JM HOLDINGS, INC.DEMEMBERB
JM HOLDINGS, INC.DEMEMBERB
JM HOLDINGS, INC.DEMEMBERB
JM HOLDINGS, INC.DEMEMBERB

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
MAIZEL, JACKIJM HOLDINGS, INC.E Control
MAIZEL, JACKIJM HOLDINGS, INC.E Control
MAIZEL, JACKIJM HOLDINGS, INC.E Control
MAIZEL, JACKIJM HOLDINGS, INC.E Control
MAIZEL, JACKIJM HOLDINGS, INC.E Control

Registrations

Federal

IA
Feb 7, 2007 REGISTERED

Notice Filings (1)

CA

Address

4225 EXECUTIVE SQUARE
SUITE 960
LA JOLLA, CA 92037
USA
Phone: (858)457-7544