Carmel Capital Partners, LLC
Firm details
- Headquarters
- San Diego, California
- CRD number
- 123907
- Registered since
- September 23, 2005
- Website
- carmelcapitalpartners.com
- Custodians
- CHARLES SCHWAB & CO., INC., INSPIRA FINANCIAL TRUST LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI61.18%
- Individuals24.3%
- Pension & Profit Sharing Plans9.92%
- Pooled Investment Vehicles3.77%
- Corporations / Businesses0.83%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Carmel Capital Partners, LLC is an SEC-registered investment adviser organized as an LLC and registered in 2005. The firm is classified around real estate fund activity but serves both individual/family and institutional clients. Its fee model is a percentage of assets under management and its advisory services include portfolio management for individuals and small businesses as well as management of pooled investment vehicles. The firm is involved in sponsoring and managing pooled vehicles (acting as GP/managing member) and does not identify itself as an ESG-focused investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities57%
- Public Funds/Mutual Funds17%
- Other12%
- Private Funds7%
- Cash & Cash Equivalents4%
Contacts
3 of 7
Ryan Ponsford
Investment Advisor RepresentativeCRD 4363535
John Wheeler
Wealth AdvisorCRD 1065898
Susan Ferrari
Executive DirectorCRD 7469689
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 45Active vs passive
$134M in ETFs
83%
$112M
14%
$22.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| WISDOMTREE FLOATING RATE TREASURY FUND (USFR) | Wisdom Tree | Passive | Ultrashort Bond | $44M | 874,714 | 32.85% |
Location
San Diego, CA
San Diego
Location
San Diego, CA
Headquartered in San Diego, CA, in the West of the United States.
- Region
- West
- County
- San Diego
- Address
- 12760 High Bluff Dr
- Time zone
- PT (UTC-8)
- Office locations
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