Karmel Capital Management LLC

RIASEC RegisteredEst. 2025
Total AUM
$636M
Discretionary
$354M
56% of AUM
Avg account
$57.8M
Accounts
11
Employees
8
Advisory reps
4

Firm details

Headquarters
Solana Beach, California
CRD number
307701
Registered since
May 20, 2025
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Karmel Capital Management LLC is a private-equity–focused LLC that serves institutional investors. The firm is registered with the SEC (registration year listed as 2025) and operates as both a sponsor and general partner/managing member of pooled investment vehicles. Its primary advisory activity is portfolio management for pooled vehicles rather than direct retail advisory work. Fee arrangements combine a percentage-of-assets model with performance-based fees, consistent with private fund economics. The firm does not identify as an active ESG investor, is not a multi-state adviser, and does not position itself as a pension consultant or a capital allocator to third-party managers.

Assets & Accounts

Investments & Alternatives

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

1 of 1
  • Christian Buckley

    Christian Buckley

    COO & General CounselCRD 7230017

Contacts

3 of 3
  • Scott Neuberger

    Scott Neuberger

    Co-Founder and Managing PartnerCRD 6720397

  • James Brailean

    James Brailean

    Managing PartnerCRD 6720398

  • Antolin Garza

    Antolin Garza

    PartnerCRD 6145875

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

Solana Beach, CA

San Diego

Location

Solana Beach, CA

Headquartered in Solana Beach, CA, anchoring the San Diego-Chula Vista-Carlsbad, CA metro in the West.

Metro area
San Diego-Chula Vista-Carlsbad, CA
Region
West
County
San Diego
Address
512 De Lane Valle
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth