CARMEL CAPITAL MANAGEMENT L.L.C.
CRD #120675 SEC #801-61225 CARMEL, CA 831-625-1375
SEC Registered Disclosures
Total AUM
$310.7M
Discretionary
$310.7M
Employees
6
Clients
10
Accounts
103
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $310.7M | $310.7M | $0 | 6 | 0 |
| Feb 2024 | $246.3M | $246.3M | $0 | 6 | 0 |
| Feb 2024 | $246.3M | $246.3M | $0 | 6 | 0 |
| Mar 2023 | $195M | $195M | $0 | 6 | 0 |
| Jun 2022 | $244.9M | $244.9M | $0 | 6 | 0 |
| Mar 2022 | $244.9M | $244.9M | $0 | 6 | 0 |
| Sep 2021 | $178.2M | $178.2M | $0 | 6 | 0 |
| Mar 2021 | $178.2M | $178.2M | $0 | 6 | 0 |
| Mar 2020 | $146.3M | $146.3M | $0 | 6 | 0 |
| Mar 2019 | $113.9M | $113.9M | $0 | 6 | 0 |
| Mar 2018 | $132.3M | $132.3M | $0 | 6 | 0 |
| Oct 2017 | $107M | $107M | $0 | 6 | 0 |
| Feb 2017 | $107M | $107M | $0 | 6 | 26 |
| Jan 2017 | $101.4M | $101.4M | $0 | 6 | 26 |
| Sep 2016 | $90.4M | $90.4M | $0 | 6 | 26 |
| Mar 2016 | $85M | $85M | $0 | 6 | 26 |
| Mar 2016 | $85M | $85M | $0 | 6 | 26 |
| Apr 2015 | $91.2M | $91.2M | $0 | 4 | 26 |
| Apr 2015 | $91.2M | $91.2M | $0 | 4 | 26 |
| Mar 2014 | $91.2M | $91.2M | $0 | 4 | 26 |
| Nov 2013 | $100M | $100M | $0 | 4 | 26 |
| May 2013 | $100M | $100M | $0 | 4 | 26 |
| Mar 2013 | $100M | $100M | $0 | 4 | 26 |
| Apr 2012 | $102.8M | $102.8M | $0 | 1 | 26 |
| Apr 2011 | $98.5M | $98.5M | $0 | 5 | -- |
| Mar 2009 | $79.7M | $79.7M | $0 | 5 | -- |
| Mar 2007 | $121.7M | $121.7M | $0 | 5 | -- |
| Sep 2005 | $80.6M | $80.6M | $0 | 5 | -- |
DateJan 2025
Total AUM$310.7M
Discretionary$310.7M
Non-Disc.$0
Employees6
Clients0
DateFeb 2024
Total AUM$246.3M
Discretionary$246.3M
Non-Disc.$0
Employees6
Clients0
DateFeb 2024
Total AUM$246.3M
Discretionary$246.3M
Non-Disc.$0
Employees6
Clients0
DateMar 2023
Total AUM$195M
Discretionary$195M
Non-Disc.$0
Employees6
Clients0
DateJun 2022
Total AUM$244.9M
Discretionary$244.9M
Non-Disc.$0
Employees6
Clients0
DateMar 2022
Total AUM$244.9M
Discretionary$244.9M
Non-Disc.$0
Employees6
Clients0
DateSep 2021
Total AUM$178.2M
Discretionary$178.2M
Non-Disc.$0
Employees6
Clients0
DateMar 2021
Total AUM$178.2M
Discretionary$178.2M
Non-Disc.$0
Employees6
Clients0
DateMar 2020
Total AUM$146.3M
Discretionary$146.3M
Non-Disc.$0
Employees6
Clients0
DateMar 2019
Total AUM$113.9M
Discretionary$113.9M
Non-Disc.$0
Employees6
Clients0
DateMar 2018
Total AUM$132.3M
Discretionary$132.3M
Non-Disc.$0
Employees6
Clients0
DateOct 2017
Total AUM$107M
Discretionary$107M
Non-Disc.$0
Employees6
Clients0
DateFeb 2017
Total AUM$107M
Discretionary$107M
Non-Disc.$0
Employees6
Clients26
DateJan 2017
Total AUM$101.4M
Discretionary$101.4M
Non-Disc.$0
Employees6
Clients26
DateSep 2016
Total AUM$90.4M
Discretionary$90.4M
Non-Disc.$0
Employees6
Clients26
DateMar 2016
Total AUM$85M
Discretionary$85M
Non-Disc.$0
Employees6
Clients26
DateMar 2016
Total AUM$85M
Discretionary$85M
Non-Disc.$0
Employees6
Clients26
DateApr 2015
Total AUM$91.2M
Discretionary$91.2M
Non-Disc.$0
Employees4
Clients26
DateApr 2015
Total AUM$91.2M
Discretionary$91.2M
Non-Disc.$0
Employees4
Clients26
DateMar 2014
Total AUM$91.2M
Discretionary$91.2M
Non-Disc.$0
Employees4
Clients26
DateNov 2013
Total AUM$100M
Discretionary$100M
Non-Disc.$0
Employees4
Clients26
DateMay 2013
Total AUM$100M
Discretionary$100M
Non-Disc.$0
Employees4
Clients26
DateMar 2013
Total AUM$100M
Discretionary$100M
Non-Disc.$0
Employees4
Clients26
DateApr 2012
Total AUM$102.8M
Discretionary$102.8M
Non-Disc.$0
Employees1
Clients26
DateApr 2011
Total AUM$98.5M
Discretionary$98.5M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$79.7M
Discretionary$79.7M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$121.7M
Discretionary$121.7M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$80.6M
Discretionary$80.6M
Non-Disc.$0
Employees5
Clients--