Corbel Capital Partners

RIASEC RegisteredEst. 2022
Total AUM
$1.2B
Discretionary
$1.2B
100% of AUM
Avg account
$72.8M
Accounts
17
Employees
18
Advisory reps
4

Firm details

Headquarters
Los Angeles, California
CRD number
171849
Registered since
July 27, 2022
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Corbel Capital Partners is a privately held LLC that manages pooled investment vehicles with a primary focus on private equity and real estate strategies. SEC registration occurred in 2022 and the firm is owned by an individual rather than an institutional parent. Its business model centers on portfolio management for closed-end or pooled funds; it also acts in sponsor and general-partner capacities for limited partnership structures and other pooled investment vehicles. Corbel serves institutional clients and charges a mix of asset-based fees plus performance-linked compensation. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • Jeffrey Serota

    Jeffrey Serota

    Chief Investment OfficerCRD 2567756

  • Pavel Shoykhetman

    Pavel Shoykhetman

    Chief Compliance OfficerCRD 7241714

Contacts

2 of 2
  • Jeffrey Schwartz

    Jeffrey Schwartz

    Managing PartnerCRD 2779483

  • Kyung Yoon

    Kyung Yoon

    Managing DirectorCRD 4576105

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Los Angeles, CA

Los Angeles

Location

Los Angeles, CA

Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Los Angeles
Address
11777 San Vicente Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth