Allocator Index · CRD 123907

CARMEL CAPITAL PARTNERS, LLC

San Diego, CA · 858-457-7544 · linkedin.com/company/carmelcapitalpartners

SEC IAPD record ↗

Fit score

86

  • real_estate_fund+40
  • aum $250M-$3.0B+22
  • hnw>=75+16
  • employees 3-60+8

HNW clients

94

Other individuals

153

HNW assets

$265.7M

Total AUM

$434.3M

Employees

9

Private funds advised

Schedule D 7.B.(1). Real-estate funds first.

FundTypeGross asset value
ORIGIN DEBT FACILITY - A SERIES OF CCP EQUITY HOLDINGS, LLCReal Estate Fund$13.9M
ASHEVILLE LODGING - A SERIES OF CCP EQUITY HOLDINGSReal Estate Fund$1.9M
CARMEL ART BLOCK, LLCReal Estate Fund$560K