CARMEL CAPITAL PARTNERS, LLC
Firm details
- Headquarters
- SAN DIEGO, California
- CRD number
- 123907
- Registered since
- September 23, 2005
- Website
- carmelcapitalpartners.com
- Custodians
- CHARLES SCHWAB & CO., INC., INSPIRA FINANCIAL TRUST LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI61.18%
- Individuals24.3%
- Pension & Profit Sharing Plans9.92%
- Pooled Investment Vehicles3.77%
- Corporations / Businesses0.83%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Carmel Capital Partners, LLC is an SEC-registered investment adviser (since 2005) organized as an LLC and classified principally as a real estate fund manager. The firm advises both individual/family and institutional clients and provides portfolio management for individual/small business accounts as well as for pooled investment vehicles. It also acts in sponsor and GP/ managing member roles for pooled vehicles. Fees are structured as a percentage of assets under management. The firm does not identify as an active ESG investor and does not operate as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities57%
- Public Funds/Mutual Funds17%
- Other12%
- Private Funds7%
- Cash & Cash Equivalents4%
Contacts
3 of 8RYAN PONSFORD
Investment Advisor RepresentativeCRD 4363535
JOHN WHEELER
Wealth AdvisorCRD 1065898
Susan Ferrari
Executive DirectorCRD 7469689
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 34Active vs passive
$105M in ETFs
76%
$80.1M
22%
$24.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| WISDOMTREE FLOATING RATE TREASURY FUND (USFR) | Wisdom Tree | Passive | Ultrashort Bond | $29M | 576,938 | 27.68% |
Location
SAN DIEGO, CA
SAN DIEGO
Location
SAN DIEGO, CA
Headquartered in SAN DIEGO, CA, in the West of the United States.
- Region
- West
- County
- SAN DIEGO
- Address
- 12760 High Bluff Dr
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
SEABIRD INVESTMENT PARTNERS
RIASAN DIEGO, CA
TED BUCHAN & COMPANY
RIASAN DIEGO, CA
BETA WEALTH GROUP, INC
RIASAN DIEGO, CA
TIDEMARK, LLC
RIASAN DIEGO, CA
CLELLAND & COMPANY INC
RIASAN DIEGO, CA
PRACTICECFO INVESTMENTS
RIASAN DIEGO, CA