Carmel Capital Management L.L.C.
● SEC registered since 2002CRD 120675SEC# 801-61225Carmel, CA
Reg. AUM
$392M
Employees
6
Accounts
109
Location
Carmel, CA
Carmel Capital Management L.L.C. assets under management
Carmel Capital Management L.L.C. is a registered investment adviser overseen by the SEC based in Carmel, CA. The firm has been registered since 2002. It reports $392 million in regulatory assets under management and employs 6 people.
Carmel Capital Management L.L.C. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| West David Whittaker Control | Principal And Chief Compliance Officer | Over 75% | 1999 |
Frequently asked questions
How much does Carmel Capital Management L.L.C. manage?
Carmel Capital Management L.L.C. reports $392 million in regulatory assets under management on its Form ADV.
How many employees does Carmel Capital Management L.L.C. have?
Carmel Capital Management L.L.C. reports 6 employees.
Where is Carmel Capital Management L.L.C. located?
Carmel Capital Management L.L.C. is based in Carmel, CA and has been SEC-registered since 2002.
Does Carmel Capital Management L.L.C. disclose fund performance?
Carmel Capital Management L.L.C. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 26350 Carmel Rancho Lane, Suite 225, Carmel, CA 93923-8734 |
| Phone | 831-625-1375 |
| Fax | 831-625-6493 |
| Office hours | 8:00 a.m. - 4:30 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$392M▲ 26%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 54%
Larger than 46% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$392Mregulatory AUM
Discretionary $392M