CORBEL CAPITAL PARTNERS

RIASEC RegisteredEst. 2022
Total AUM
$1.2B
Discretionary
$1.2B
100% of AUM
Avg account
$72.8M
Accounts
17
Employees
18
Advisory reps
4

Firm details

Headquarters
Los Angeles, California
CRD number
171849
Registered since
July 27, 2022
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Corbel Capital Partners is a privately owned limited liability company that operates as a manager of pooled investment vehicles, with its registration as an SEC adviser beginning in 2022. The firm is organized around private equity and real estate strategies and presents itself as a multifaceted fund manager that sponsors and manages pooled vehicles. Its client base is institutional, and its compensation model combines a percentage-of-AUM fee with performance-based fees, consistent with a manager that takes both management fees and carried interest. Investment activity is concentrated in manager-led private funds where Corbel Capital Partners serves as adviser and sponsor. The firm does not identify as an active ESG investor and it is not structured as a multi-state adviser or a pension consultant. Corbel performs portfolio management for pooled investment vehicles and also acts in sponsor and GP capacities for those vehicles, indicating hands-on involvement in deal selection, fund formation and ongoing asset management.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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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

2 of 2
  • Pavel Shoykhetman

    Chief Compliance OfficerCRD 7241714

  • JEFFREY SEROTA

    Chief Investment OfficerCRD 2567756

Contacts

2 of 2
  • KYUNG YOON

    Managing DirectorCRD 4576105

  • JEFFREY SCHWARTZ

    Managing PartnerCRD 2779483

Wealth teams

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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

Los Angeles, CA

LOS ANGELES

Location

Los Angeles, CA

Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
LOS ANGELES
Address
11777 San Vicente Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth