CARMEL CAPITAL PARTNERS, LLC
CRD #123907 SEC #801-64695 SAN DIEGO, CA 858-457-7544
SEC Registered Private Funds
Total AUM
$380.3M
Discretionary
$380.3M
Employees
8
Clients
25
Accounts
718
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $380.3M | $380.3M | $0 | 8 | 28 |
| Mar 2025 | $380.3M | $380.3M | $0 | 8 | 28 |
| Sep 2024 | $333.3M | $333.3M | $0 | 10 | 22 |
| May 2024 | $333.3M | $333.3M | $0 | 10 | 22 |
| Mar 2024 | $333.3M | $333.3M | $0 | 10 | 22 |
| Nov 2023 | $371.3M | $257.9M | $113.4M | 5 | 0 |
| Sep 2023 | $371.3M | $257.9M | $113.4M | 5 | 0 |
| Sep 2023 | $371.3M | $257.9M | $113.4M | 5 | 0 |
| Mar 2023 | $371.3M | $257.9M | $113.4M | 5 | 0 |
| Aug 2022 | $386.4M | $263.1M | $123.3M | 5 | 0 |
| Mar 2022 | $386.4M | $263.1M | $123.3M | 3 | 0 |
| Nov 2021 | $246.1M | $146.3M | $99.8M | 3 | 0 |
| Mar 2021 | $246.1M | $146.3M | $99.8M | 3 | 0 |
| Jun 2020 | $214.3M | $99.9M | $114.4M | 3 | 86 |
| Apr 2020 | $214.3M | $99.9M | $114.4M | 3 | 86 |
| Mar 2019 | $162.7M | $162.7M | $0 | 5 | 86 |
| May 2018 | $100.2M | $100.2M | $0 | 3 | 0 |
| Mar 2018 | $100.2M | $100.2M | $0 | 3 | 0 |
| Aug 2017 | $95.8M | $58.6M | $37.2M | 4 | 26 |
| Mar 2017 | $95.8M | $58.6M | $37.2M | 4 | 26 |
| Mar 2016 | $186.8M | $186.8M | $0 | 6 | 26 |
| Apr 2015 | $219.9M | $219.9M | $0 | 7 | 26 |
| Mar 2015 | $219.9M | $219.9M | $0 | 7 | 26 |
| Mar 2015 | $219.9M | $219.9M | $0 | 7 | 26 |
| Feb 2014 | $198.6M | $198.6M | $0 | 7 | 26 |
| Nov 2013 | $166M | $166M | $0 | 6 | 26 |
| Feb 2013 | $166M | $166M | $0 | 6 | 26 |
| Nov 2012 | $132M | $132M | $0 | 7 | 200 |
| Sep 2012 | $132M | $132M | $0 | 6 | 200 |
| Sep 2012 | $132M | $132M | $0 | 6 | 200 |
| Mar 2012 | $132M | $132M | $0 | 6 | 200 |
| Jan 2011 | $78.6M | $78.6M | $0 | 10 | -- |
| Dec 2010 | $78.6M | $78.6M | $0 | 10 | -- |
| Sep 2010 | $78.6M | $78.6M | $0 | 5 | -- |
| Mar 2008 | $90.7M | $90.7M | $0 | 5 | -- |
| Feb 2007 | $63.9M | $63.9M | $0 | 5 | -- |
| Mar 2006 | $35M | $35M | $0 | 5 | -- |
| Sep 2005 | $27.2M | $27.2M | $0 | 5 | -- |
| Sep 2005 | $27.2M | $27.2M | $0 | 5 | -- |
DateMar 2025
Total AUM$380.3M
Discretionary$380.3M
Non-Disc.$0
Employees8
Clients28
DateMar 2025
Total AUM$380.3M
Discretionary$380.3M
Non-Disc.$0
Employees8
Clients28
DateSep 2024
Total AUM$333.3M
Discretionary$333.3M
Non-Disc.$0
Employees10
Clients22
DateMay 2024
Total AUM$333.3M
Discretionary$333.3M
Non-Disc.$0
Employees10
Clients22
DateMar 2024
Total AUM$333.3M
Discretionary$333.3M
Non-Disc.$0
Employees10
Clients22
DateNov 2023
Total AUM$371.3M
Discretionary$257.9M
Non-Disc.$113.4M
Employees5
Clients0
DateSep 2023
Total AUM$371.3M
Discretionary$257.9M
Non-Disc.$113.4M
Employees5
Clients0
DateSep 2023
Total AUM$371.3M
Discretionary$257.9M
Non-Disc.$113.4M
Employees5
Clients0
DateMar 2023
Total AUM$371.3M
Discretionary$257.9M
Non-Disc.$113.4M
Employees5
Clients0
DateAug 2022
Total AUM$386.4M
Discretionary$263.1M
Non-Disc.$123.3M
Employees5
Clients0
DateMar 2022
Total AUM$386.4M
Discretionary$263.1M
Non-Disc.$123.3M
Employees3
Clients0
DateNov 2021
Total AUM$246.1M
Discretionary$146.3M
Non-Disc.$99.8M
Employees3
Clients0
DateMar 2021
Total AUM$246.1M
Discretionary$146.3M
Non-Disc.$99.8M
Employees3
Clients0
DateJun 2020
Total AUM$214.3M
Discretionary$99.9M
Non-Disc.$114.4M
Employees3
Clients86
DateApr 2020
Total AUM$214.3M
Discretionary$99.9M
Non-Disc.$114.4M
Employees3
Clients86
DateMar 2019
Total AUM$162.7M
Discretionary$162.7M
Non-Disc.$0
Employees5
Clients86
DateMay 2018
Total AUM$100.2M
Discretionary$100.2M
Non-Disc.$0
Employees3
Clients0
DateMar 2018
Total AUM$100.2M
Discretionary$100.2M
Non-Disc.$0
Employees3
Clients0
DateAug 2017
Total AUM$95.8M
Discretionary$58.6M
Non-Disc.$37.2M
Employees4
Clients26
DateMar 2017
Total AUM$95.8M
Discretionary$58.6M
Non-Disc.$37.2M
Employees4
Clients26
DateMar 2016
Total AUM$186.8M
Discretionary$186.8M
Non-Disc.$0
Employees6
Clients26
DateApr 2015
Total AUM$219.9M
Discretionary$219.9M
Non-Disc.$0
Employees7
Clients26
DateMar 2015
Total AUM$219.9M
Discretionary$219.9M
Non-Disc.$0
Employees7
Clients26
DateMar 2015
Total AUM$219.9M
Discretionary$219.9M
Non-Disc.$0
Employees7
Clients26
DateFeb 2014
Total AUM$198.6M
Discretionary$198.6M
Non-Disc.$0
Employees7
Clients26
DateNov 2013
Total AUM$166M
Discretionary$166M
Non-Disc.$0
Employees6
Clients26
DateFeb 2013
Total AUM$166M
Discretionary$166M
Non-Disc.$0
Employees6
Clients26
DateNov 2012
Total AUM$132M
Discretionary$132M
Non-Disc.$0
Employees7
Clients200
DateSep 2012
Total AUM$132M
Discretionary$132M
Non-Disc.$0
Employees6
Clients200
DateSep 2012
Total AUM$132M
Discretionary$132M
Non-Disc.$0
Employees6
Clients200
DateMar 2012
Total AUM$132M
Discretionary$132M
Non-Disc.$0
Employees6
Clients200
DateJan 2011
Total AUM$78.6M
Discretionary$78.6M
Non-Disc.$0
Employees10
Clients--
DateDec 2010
Total AUM$78.6M
Discretionary$78.6M
Non-Disc.$0
Employees10
Clients--
DateSep 2010
Total AUM$78.6M
Discretionary$78.6M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$90.7M
Discretionary$90.7M
Non-Disc.$0
Employees5
Clients--
DateFeb 2007
Total AUM$63.9M
Discretionary$63.9M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$35M
Discretionary$35M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$27.2M
Discretionary$27.2M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$27.2M
Discretionary$27.2M
Non-Disc.$0
Employees5
Clients--