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Carmel Capital Management L.L.C.

● SEC registered since 2002CRD 120675SEC# 801-61225Carmel, CA
Export (members)
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.
www.carmelcapital.comView on SEC.gov ↗

Carmel Capital Management L.L.C. owners & executives

1 reported
NameTitleOwnershipSince
West David Whittaker ControlPrincipal And Chief Compliance OfficerOver 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

Address26350 Carmel Rancho Lane, Suite 225, Carmel, CA 93923-8734
Phone831-625-1375
Fax831-625-6493
Office hours8:00 a.m. - 4:30 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$392M
Non-discretionary$0
Total (RAUM)$392M