Adviser Profile
| As of Date | 02/16/2023 |
| Registration status | Registration Changed to KARMEL CAPITAL MANAGEMENT LLC |
| ADV Location | SOLANA BEACH, CA, United States |
| Contact Info | 858 xxxxxxx |
| Websites |
| AUM* | 155,042,149 |
| of that, discretionary | 155,042,149 |
| Number of Employees | 6 |
| of those in investment advisory functions | 6 |
| Private Fund GAV* | 0 |
| Avg Account Size | 38,760,537 |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Pooled investment vehicles
Advisory Activities
- Portfolio management for pooled investment vehicles
Compensation Arrangments
- A percentage of assets under your management
- Performance-based fees
Reported AUM
155M
133M
111M
89M
66M
44M
22M
2022