CARMEL PARTNERS

Overview

Carmel Partners is structured as a limited liability company that operates as a real estate fund manager serving institutional clients. SEC registration dates to 2012. The firm’s advisory work centers on portfolio management for pooled investment vehicles and it also functions in related roles as a sponsor, general partner, managing member and real estate broker. Ownership is held by a mix of domestic entities and individuals. Fee arrangements combine a percentage of assets under management with performance-based compensation. Carmel Partners does not position itself as an active ESG investor and is not described as a multi-state adviser. Its classification on record is a real estate fund rather than a multi-asset or wealth management RIA, and it does not identify as a capital allocator to external managers.

Assets & Accounts

Investments & Alternatives

Location & Offices