SOLANA BEACH, CACRD 307701Latest ADV March 30, 2026
Karmel Capital Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Solana Beach, CA. Its latest Form ADV filing, dated March 30, 2026, reports $636M in regulatory assets under management, 8 employees, and 11 accounts.
Assets Under Management
$636M
Employees
8
Offices
--
Total Clients
11
Primary office
SOLANA BEACH, CA
512 VIA DE LA VALLE, SUITE 207, SOLANA BEACH, CA, United States
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
100.0%
11
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$636Mas of March 30, 2026
Discretionary55.7%
$354M
56% of total RAUM55.7%
Non-discretionary44.3%
$282M
44% of total RAUM44.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$636M
Total Accounts11
10Y AUM Change+$481M (+310.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee1:1
10Y Employee Change+2 (+33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.