Carmel Capital Partners, LLC
Carmel Capital Partners, LLC is an SEC-registered wealth manager in San Diego, CA with $434.3M assets under management (AUM, regulatory AUM), +14% over one year. See who owns Carmel Capital Partners, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 123907, SEC 801-64695, data through 2026-03-27.
- AUM (assets under management / regulatory AUM)
- $434.3M (2026-03-27)
- Firm type
- Wealth Manager
- Location
- San Diego, CA
- Employees
- 9
- Clients
- 263
- CRD
- 123907
- Ownership
- JOSEPHSON, ANTHONY, ALAN; SILBERSTEIN, RUSSELL, GAVIN; CHOE, PETER, WOONG; CARMEL HOLD CO., LLC; HEITMAN, MATTHEW
How much AUM does Carmel Capital Partners, LLC have?
Carmel Capital Partners, LLC reported $434.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-27).
Who owns Carmel Capital Partners, LLC?
Disclosed owners and executives of Carmel Capital Partners, LLC include JOSEPHSON, ANTHONY, ALAN, SILBERSTEIN, RUSSELL, GAVIN, CHOE, PETER, WOONG, CARMEL HOLD CO., LLC, HEITMAN, MATTHEW. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.