CARMEL MANAGEMENT III, LLC
Legal name: CARMEL PARTNERS
CRD #160892 SEC #801-74214 SAN FRANCISCO, CA 415-273-2900
SEC Registered Private Funds
Total AUM
$7.5B
Discretionary
$7.5B
Employees
171
Clients
--
Accounts
8
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $7.5B | $7.5B | $0 | 171 | 0 |
| Jul 2024 | $6B | $6B | $0 | 175 | 0 |
| Jun 2024 | $6B | $6B | $0 | 175 | 0 |
| Mar 2024 | $6B | $6B | $0 | 175 | 0 |
| Feb 2024 | $5.7B | $5.7B | $0 | 174 | 0 |
| Feb 2024 | $5.7B | $5.7B | $0 | 174 | 0 |
| Jan 2024 | $5.7B | $5.7B | $0 | 174 | 0 |
| Apr 2023 | $5.7B | $5.7B | $0 | 174 | 0 |
| Mar 2023 | $3.8B | $3.8B | $0 | 174 | 0 |
| Mar 2022 | $4.3B | $4.3B | $0 | 151 | 0 |
| Mar 2021 | $4.6B | $4.6B | $0 | 121 | 0 |
| Feb 2021 | $4.5B | $4.5B | $0 | 133 | 0 |
| Mar 2020 | $4.5B | $4.5B | $0 | 133 | 0 |
| Mar 2019 | $4.3B | $4.3B | $0 | 153 | 0 |
| Aug 2018 | $3.4B | $3.4B | $0 | 122 | 0 |
| Mar 2018 | $4.3B | $4.3B | $0 | 122 | 0 |
| Jul 2017 | $4.3B | $4.3B | $0 | 57 | 1 |
| Apr 2017 | $4.3B | $4.3B | $0 | 57 | 1 |
| Mar 2017 | $4.3B | $4.3B | $0 | 57 | 1 |
| Apr 2016 | $3.8B | $3.8B | $0 | 48 | 1 |
| Mar 2016 | $3.6B | $3.6B | $0 | 48 | 1 |
| Jan 2016 | $2.6B | $2.6B | $0 | 55 | 1 |
| May 2015 | $2.6B | $2.6B | $0 | 55 | 1 |
| Mar 2015 | $2.6B | $2.6B | $0 | 55 | 1 |
| Oct 2014 | $2.8B | $2.8B | $0 | 63 | 1 |
| Oct 2014 | $2.8B | $2.8B | $0 | 63 | 1 |
| Jul 2014 | $2.8B | $2.8B | $0 | 63 | 1 |
| Mar 2014 | $3.8B | $3.8B | $0 | 63 | 1 |
| Nov 2013 | $3.2B | $3.2B | $0 | 55 | 1 |
| Jul 2013 | $3.2B | $3.2B | $0 | 55 | 1 |
| Apr 2013 | $3.2B | $3.2B | $0 | 55 | 1 |
| Mar 2013 | $3.2B | $3.2B | $0 | 55 | 1 |
| Feb 2013 | $3.3B | $3.3B | $0 | 50 | 1 |
| Jun 2012 | $3.3B | $3.3B | $0 | -- | 1 |
| May 2012 | $3.3B | $3.3B | $0 | -- | 1 |
| Mar 2012 | $3.3B | $3.3B | $0 | -- | 1 |
| Mar 2012 | $3.3B | $3.3B | $0 | -- | 1 |
| Feb 2012 | $3.3B | $3.3B | $0 | -- | 1 |
DateMar 2025
Total AUM$7.5B
Discretionary$7.5B
Non-Disc.$0
Employees171
Clients0
DateJul 2024
Total AUM$6B
Discretionary$6B
Non-Disc.$0
Employees175
Clients0
DateJun 2024
Total AUM$6B
Discretionary$6B
Non-Disc.$0
Employees175
Clients0
DateMar 2024
Total AUM$6B
Discretionary$6B
Non-Disc.$0
Employees175
Clients0
DateFeb 2024
Total AUM$5.7B
Discretionary$5.7B
Non-Disc.$0
Employees174
Clients0
DateFeb 2024
Total AUM$5.7B
Discretionary$5.7B
Non-Disc.$0
Employees174
Clients0
DateJan 2024
Total AUM$5.7B
Discretionary$5.7B
Non-Disc.$0
Employees174
Clients0
DateApr 2023
Total AUM$5.7B
Discretionary$5.7B
Non-Disc.$0
Employees174
Clients0
DateMar 2023
Total AUM$3.8B
Discretionary$3.8B
Non-Disc.$0
Employees174
Clients0
DateMar 2022
Total AUM$4.3B
Discretionary$4.3B
Non-Disc.$0
Employees151
Clients0
DateMar 2021
Total AUM$4.6B
Discretionary$4.6B
Non-Disc.$0
Employees121
Clients0
DateFeb 2021
Total AUM$4.5B
Discretionary$4.5B
Non-Disc.$0
Employees133
Clients0
DateMar 2020
Total AUM$4.5B
Discretionary$4.5B
Non-Disc.$0
Employees133
Clients0
DateMar 2019
Total AUM$4.3B
Discretionary$4.3B
Non-Disc.$0
Employees153
Clients0
DateAug 2018
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$0
Employees122
Clients0
DateMar 2018
Total AUM$4.3B
Discretionary$4.3B
Non-Disc.$0
Employees122
Clients0
DateJul 2017
Total AUM$4.3B
Discretionary$4.3B
Non-Disc.$0
Employees57
Clients1
DateApr 2017
Total AUM$4.3B
Discretionary$4.3B
Non-Disc.$0
Employees57
Clients1
DateMar 2017
Total AUM$4.3B
Discretionary$4.3B
Non-Disc.$0
Employees57
Clients1
DateApr 2016
Total AUM$3.8B
Discretionary$3.8B
Non-Disc.$0
Employees48
Clients1
DateMar 2016
Total AUM$3.6B
Discretionary$3.6B
Non-Disc.$0
Employees48
Clients1
DateJan 2016
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees55
Clients1
DateMay 2015
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees55
Clients1
DateMar 2015
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees55
Clients1
DateOct 2014
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$0
Employees63
Clients1
DateOct 2014
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$0
Employees63
Clients1
DateJul 2014
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$0
Employees63
Clients1
DateMar 2014
Total AUM$3.8B
Discretionary$3.8B
Non-Disc.$0
Employees63
Clients1
DateNov 2013
Total AUM$3.2B
Discretionary$3.2B
Non-Disc.$0
Employees55
Clients1
DateJul 2013
Total AUM$3.2B
Discretionary$3.2B
Non-Disc.$0
Employees55
Clients1
DateApr 2013
Total AUM$3.2B
Discretionary$3.2B
Non-Disc.$0
Employees55
Clients1
DateMar 2013
Total AUM$3.2B
Discretionary$3.2B
Non-Disc.$0
Employees55
Clients1
DateFeb 2013
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$0
Employees50
Clients1
DateJun 2012
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$0
Employees--
Clients1
DateMay 2012
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$0
Employees--
Clients1
DateMar 2012
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$0
Employees--
Clients1
DateMar 2012
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$0
Employees--
Clients1
DateFeb 2012
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$0
Employees--
Clients1