KARMEL CAPITAL MANAGEMENT LLC

RIASEC RegisteredEst. 2025
Total AUM
$636M
Discretionary
$354M
56% of AUM
Avg account
$57.8M
Accounts
11
Employees
8
Advisory reps
4

Firm details

Headquarters
SOLANA BEACH, California
CRD number
307701
Registered since
May 20, 2025
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Karmel Capital Management LLC is organized as an LLC and operates as a private equity fund manager serving institutional clients. The firm is SEC-registered (2025) and provides portfolio management for pooled investment vehicles while also acting as sponsor, general partner and managing member of those vehicles. Its fee model combines a percentage-of-assets component with performance-based fees, which aligns with its focus on private fund structures. The firm does not position itself as a capital allocator and is not an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

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

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

FINTRX

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

SOLANA BEACH, CA

SAN DIEGO

Location

SOLANA BEACH, CA

Headquartered in SOLANA BEACH, CA, in the West of the United States.

Region
West
County
SAN DIEGO
Address
512 De Lane Valle
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth