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Adviser Profile

Registration status Registration Changed to KARMEL CAPITAL MANAGEMENT LLC
As of Date 02/16/2023
Adviser Type - Large advisory firm
Number of Employees 6
of those in investment advisory functions 6
AUM* 155,042,149
of that, discretionary 155,042,149
Private Fund GAV* 0
Avg Account Size 38,760,537
SMA’s No
Private Funds 0
Contact Info 858 xxxxxxx
Websites

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
Discretionary
Non-discretionary

Private Funds

Employees