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

Clients

Accounts

718

Firm Details

Organization Type: Limited Liability Company
State of Formation: California
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Mar 29, 2025
Branch Offices: 3

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
CHOE, PETER, WOONG	I	CHIEF COMPLIANCE OFFICER	NA	Control
CHOE, PETER, WOONG	I	CHIEF COMPLIANCE OFFICER	NA	Control
CHOE, PETER, WOONG	I	CHIEF COMPLIANCE OFFICER	NA	Control
CHOE, PETER, WOONG	I	CHIEF COMPLIANCE OFFICER	NA	Control
CARMEL HOLD CO., LLC	DE	OWNER	E	Control
CARMEL HOLD CO., LLC	DE	OWNER	E	Control
CARMEL HOLD CO., LLC	DE	OWNER	E	Control
CARMEL HOLD CO., LLC	DE	OWNER	E	Control
CARMEL HOLD CO., LLC	DE	OWNER	E	Control
JOSEPHSON, ANTHONY, ALAN	I	MANAGING MEMBER	D	Control
JOSEPHSON, ANTHONY, ALAN	I	MANAGING MEMBER	D	Control
JOSEPHSON, ANTHONY, ALAN	I	MANAGING MEMBER	D	Control
JOSEPHSON, ANTHONY, ALAN	I	MANAGING MEMBER	D	Control
JOSEPHSON, ANTHONY, ALAN	I	MANAGING MEMBER	D	Control
JOSEPHSON, ANTHONY, ALAN	I	MANAGING MEMBER	D	Control
JOSEPHSON, ANTHONY, ALAN	I	MANAGING MEMBER	D	Control
JOSEPHSON, ANTHONY, ALAN	I	MANAGING MEMBER	D	Control
JOSEPHSON, ANTHONY, ALAN	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	D	Control
JOSEPHSON, ANTHONY, ALAN	I	MANAGING MEMBER	D	Control
JOSEPHSON, ANTHONY, ALAN	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	D	Control
JOSEPHSON, ANTHONY, ALAN	I	MANAGING MEMBER	D	Control
JOSEPHSON, ANTHONY, ALAN	I	MANAGING MEMBER	D	Control
JOSEPHSON, ANTHONY, ALAN	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	D	Control
JOSEPHSON, ANTHONY, ALAN	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	D	Control
JOSEPHSON, ANTHONY, ALAN	I	MANAGING MEMBER	D	Control
JOSEPHSON, ANTHONY, ALAN	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	D	Control
JOSEPHSON, ANTHONY, ALAN	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	D	Control
JOSEPHSON, ANTHONY, ALAN	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	D	Control
JOSEPHSON, ANTHONY, ALAN	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	D	Control
JOSEPHSON, ANTHONY, ALAN	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	D	Control
JOSEPHSON, ANTHONY, ALAN	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	D	Control
JOSEPHSON, ANTHONY, ALAN	I	CO-OWNER	D	Control
JOSEPHSON, ANTHONY, ALAN	I	CO-OWNER	D	Control
JOSEPHSON, ANTHONY, ALAN	I	CO-OWNER	D	Control
SILBERSTEIN, RUSSELL, GAVIN	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	D	Control
SILBERSTEIN, RUSSELL, GAVIN	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	D	Control
SILBERSTEIN, RUSSELL, GAVIN	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	D	Control
SILBERSTEIN, RUSSELL, GAVIN	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	D	Control
SILBERSTEIN, RUSSELL, GAVIN	I	MANAGING MEMBER	D	Control
SILBERSTEIN, RUSSELL, GAVIN	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	D	Control
SILBERSTEIN, RUSSELL, GAVIN	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	D	Control
SILBERSTEIN, RUSSELL, GAVIN	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	D	Control
SILBERSTEIN, RUSSELL, GAVIN	I	MANAGING MEMBER	D	Control
SILBERSTEIN, RUSSELL, GAVIN	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	D	Control
SILBERSTEIN, RUSSELL, GAVIN	I	MANAGING MEMBER	D	Control
SILBERSTEIN, RUSSELL, GAVIN	I	MANAGING MEMBER	D	Control
SILBERSTEIN, RUSSELL, GAVIN	I	MANAGING MEMBER	D	Control
SILBERSTEIN, RUSSELL, GAVIN	I	MANAGING MEMBER	D	Control
SILBERSTEIN, RUSSELL, GAVIN	I	MANAGING MEMBER	D	Control
SILBERSTEIN, RUSSELL, GAVIN	I	MANAGING MEMBER	D	Control
SILBERSTEIN, RUSSELL, GAVIN	I	MANAGING MEMBER	D	Control
SILBERSTEIN, RUSSELL, GAVIN	I	MANAGING MEMBER	D	Control
SILBERSTEIN, RUSSELL, GAVIN	I	MANAGING MEMBER	D	Control
SILBERSTEIN, RUSSELL, GAVIN	I	MANAGING MEMBER	D	Control
SILBERSTEIN, RUSSELL, GAVIN	I	MANAGING MEMBER	D	Control
SILBERSTEIN, RUSSELL, GAVIN	I	MANAGING MEMBER	D	Control
SILBERSTEIN, RUSSELL, GAVIN	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	D	Control
SILBERSTEIN, RUSSELL, GAVIN	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	D	Control
SILBERSTEIN, RUSSELL, GAVIN	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	D	Control
SILBERSTEIN, RUSSELL, GAVIN	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	D	Control
SILBERSTEIN, RUSSELL, GAVIN	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	D	Control
SILBERSTEIN, RUSSELL, GAVIN	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	D	Control
SILBERSTEIN, RUSSELL, GAVIN	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	D	Control
SILBERSTEIN, RUSSELL, GAVIN	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	D	Control
SILBERSTEIN, RUSSELL, GAVIN	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	D	Control
SILBERSTEIN, RUSSELL, GAVIN	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	D	Control
SILBERSTEIN, RUSSELL, GAVIN	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	D	Control
SILBERSTEIN, RUSSELL, GAVIN	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	D	Control
SILBERSTEIN, RUSSELL, GAVIN	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	D	Control
SILBERSTEIN, RUSSELL, GAVIN	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	D	Control
SILBERSTEIN, RUSSELL, GAVIN	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	D	Control
SILBERSTEIN, RUSSELL, GAVIN	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	D	Control
SILBERSTEIN, RUSSELL, GAVIN	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	D	Control
SILBERSTEIN, RUSSELL, GAVIN	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	D	Control

Indirect Owners (Schedule B)

Name	Type	Entity	Ownership	Control
HEITMAN, MATTHEW	I	EDGE STRATEGIC CAPITAL	F
HEITMAN, MATTHEW	I	EDGE STRATEGIC CAPITAL	F
HEITMAN, MATTHEW	I	EDGE STRATEGIC CAPITAL	F
Stevens, Roberto, Guillermo	I	EDGE STRATEGIC CAPITAL	F
Stevens, Roberto, Guillermo	I	EDGE STRATEGIC CAPITAL	F
Stevens, Roberto, Guillermo	I	EDGE STRATEGIC CAPITAL	F
MANELA, JONATHAN, DAVID	I	EDGE STRATEGIC CAPITAL	E	Control
MANELA, JONATHAN, DAVID	I	EDGE STRATEGIC CAPITAL	E	Control
MANELA, JONATHAN, DAVID	I	EDGE STRATEGIC CAPITAL	E	Control
SILBERSTEIN, RUSSELL, GAVIN	I	CCP LEGACY HOLDINGS	E	Control
SILBERSTEIN, RUSSELL, GAVIN	I	CCP LEGACY HOLDINGS	E	Control
SILBERSTEIN, RUSSELL, GAVIN	I	CCP LEGACY HOLDINGS	E	Control
CCP LEGACY HOLDINGS	DE	CARMEL HOLD CO., LLC	D	Control
CCP LEGACY HOLDINGS	DE	CARMEL HOLD CO., LLC	D	Control
CCP LEGACY HOLDINGS	DE	CARMEL HOLD CO., LLC	D	Control
EDGE STRATEGIC CAPITAL	DE	CARMEL HOLD CO., LLC	C	Control
EDGE STRATEGIC CAPITAL	DE	CARMEL HOLD CO., LLC	C	Control
EDGE STRATEGIC CAPITAL	DE	CARMEL HOLD CO., LLC	C	Control

Registrations

Federal

Mar 29, 2025 REGISTERED

Notice Filings (8)

CA FL IL LA MD NH TX WA

Address

12760 HIGH BLUFF DRIVE
SUITE 210
SAN DIEGO, CA 92130
United States

Phone: 858-457-7544