Data / Investment advisers / California / Karmel Capital Management LLC
Karmel Capital Management LLC, Solana Beach, CA: $636 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Karmel Capital Management LLC is an SEC registered investment adviser with its main office in Solana Beach, California and reports $636 million in regulatory assets under management in its Form ADV filed July 17, 2026. Its clients include pooled investment vehicles. It is paid through a percentage of assets under management and performance based fees. It advises 9 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 307701
- SEC file number
- 801-132661
- SEC status
- Approved, effective May 20, 2025
- Main office
- 512 Via de LA Valle Suite 207, Solana Beach, CA 92075
- Phone
- (858) 208-3636
- Regulatory AUM
- $636,114,533 in the Form ADV filed July 17, 2026
- Discretionary AUM
- $354,240,293
- Non discretionary AUM
- $281,874,240
- Accounts
- 11
- Employees
- 8, of which 8 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 9: 9 private equity funds
- Gross assets of private funds
- $354,140,293
- Umbrella registration
- 5 relying advisers
- Form ADV Item 11 disclosures
- Reported: other federal, state or foreign regulatory actions
- Latest Form ADV filing
- July 17, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 11 | $636.1 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $636.1 million | March 30, 2026 |
| December 1, 2025 | $170.3 million | June 6, 2025 |
Other advisers in Solana Beach
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Focus Investment Advisors, Inc | Solana Beach | $956.2 million | Not listed | adviserinfo.sec.gov |
| Blankinship & Foster, LLC | Solana Beach | $939.5 million | Not listed | adviserinfo.sec.gov |
| Tide Rock Leverageco Manager, LLC | Solana Beach | $908.9 million | 3 | adviserinfo.sec.gov |
| First Turn Management, LLC | Solana Beach | $900.1 million | 2 | adviserinfo.sec.gov |
| Global Imc LLC | Solana Beach | $790 million | 2 | adviserinfo.sec.gov |
| DLK Investment Management | Solana Beach | $524 million | Not listed | adviserinfo.sec.gov |
| D. M. Brenner, Inc. | Solana Beach | $193.6 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Solana Beach, CA
- Investment advisers in California
- Advisers with $500 million to $1 billion in AUM
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Karmel Capital Management LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.