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KARMEL CAPITAL MANAGEMENT LLC
CRD 307701File 801-132661
APPROVED
Custody
Disclosure events
Filing as of Jul 17, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$636.1M
Above cohort median (national)
Discretionary AUM
$354.2M
Non-discretionary $281.9M
Clients
11
11 accounts
Employees
8
Above cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- May 20, 2025
- Principal office
- 512 VIA DE LA VALLE, SUITE 207, SOLANA BEACH, CA, 92075
- Phone
- 858-208-3636
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $636.1M
- Discretionary AUM
- $354.2M
- Non-discretionary AUM
- $281.9M
- Discretionary accounts
- 9
- Non-discretionary accounts
- 2
- Total accounts
- 11
- AUM per client
- $57.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 11 | $636.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11D2
- Q11D4
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.