Karmel Capital Management LLC
Firm details
- Headquarters
- Solana Beach, California
- CRD number
- 307701
- Registered since
- May 20, 2025
- Website
- karmelcapital.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Karmel Capital Management LLC is a private-equity–focused LLC that serves institutional investors. The firm is registered with the SEC (registration year listed as 2025) and operates as both a sponsor and general partner/managing member of pooled investment vehicles. Its primary advisory activity is portfolio management for pooled vehicles rather than direct retail advisory work. Fee arrangements combine a percentage-of-assets model with performance-based fees, consistent with private fund economics. The firm does not identify as an active ESG investor, is not a multi-state adviser, and does not position itself as a pension consultant or a capital allocator to third-party managers.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Christian Buckley
COO & General CounselCRD 7230017
Contacts
3 of 3
Scott Neuberger
Co-Founder and Managing PartnerCRD 6720397

James Brailean
Managing PartnerCRD 6720398

Antolin Garza
PartnerCRD 6145875
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Solana Beach, CA
San Diego
Location
Solana Beach, CA
Headquartered in Solana Beach, CA, anchoring the San Diego-Chula Vista-Carlsbad, CA metro in the West.
- Metro area
- San Diego-Chula Vista-Carlsbad, CA
- Region
- West
- County
- San Diego
- Address
- 512 De Lane Valle
- Time zone
- PT (UTC-8)
- Office locations
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