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Fund Manager

Carmel Capital Partners

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CP
Carmel Capital Partners

Fund Manager

Primary Strategy: Multi-Strategy

Year Founded: 1997

Number of Employees: 12

Ownership: Partnership

Year End: December

Description

We help families succeed in their long-term wealth strategies through tax-conscious investment management and estate planning in coordination with their network of professionals. The information we share is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are f

Contact

Website: Link to website

LinkedIn: linkedin.com/company/carmelcapitalpartners

Address

12760 High Bluff Drive, Suite 210, San Diego, California, United States

Date

As of: September 30, 2025

Key Metrics

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Office Locations

Business mix

Mix of Private Fund AUM ($M)

By geography
By strategy
By fund size
By fund vintage

Leadership and Fund Service Providers

Key Management

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Fund Service Providers

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Key Metrics

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Key Metrics

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Top fund structures by AUM

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Current Service Providers

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Switches

Last 12 months

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