Karmel Capital Management LLC
Karmel Capital Management LLC is an SEC-registered asset manager in Solana Beach, CA with $636.1M assets under management (AUM, regulatory AUM), +274% over one year. See who owns Karmel Capital Management LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 307701, SEC 801-132661, data through 2026-05-27.
- AUM (assets under management / regulatory AUM)
- $636.1M (2026-05-27)
- Firm type
- Asset Manager
- Location
- Solana Beach, CA
- Employees
- 8
- Clients
- 11
- CRD
- 307701
- Ownership
- NEUBERGER, SCOTT, LAWRENCE; GEOSAM CAPITAL HOLDINGS ULC; G2S2 CAPITAL INC.; NEUBERGER FAMILY TRUST DATED MAY 20, 2015; BRAILEAN FAMILY TRUST DATED NOVEMBER 12, 2002, AS AMENDED
How much AUM does Karmel Capital Management LLC have?
Karmel Capital Management LLC reported $636.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-27).
Who owns Karmel Capital Management LLC?
Disclosed owners and executives of Karmel Capital Management LLC include NEUBERGER, SCOTT, LAWRENCE, GEOSAM CAPITAL HOLDINGS ULC, G2S2 CAPITAL INC., NEUBERGER FAMILY TRUST DATED MAY 20, 2015, BRAILEAN FAMILY TRUST DATED NOVEMBER 12, 2002, AS AMENDED. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.