A complete list of active advisors currently associated with Carmel Capital Partners, LLC

Warmer can help you find a great advisor at Carmel Capital Partners, LLC or one who fits your needs even better.

Carmel Capital Partners provides discretionary and non-discretionary portfolio management primarily to individual and high‑net‑worth clients, and also offers limited financial planning, sub‑advisory services, and private investment vehicle management. In addition to separately managed accounts, the firm acts as general partner or manager of multiple private pooled vehicles and special purpose vehicles and conducts private fund monitoring for other partnerships. The firm’s investment process emphasizes fundamental valuation with a focus on free cash flow and capital preservation, and it implements portfolios through firm-developed model portfolios, unaffiliated sub‑advisors, and direct security selection. Carmel may employ derivatives and options strategies, use margin and borrowing in managed accounts, and allocate client assets to private equity and real estate funds; it also charges performance‑based fees for certain qualified clients subject to high‑water‑mark provisions. What distinguishes Carmel from many peers is its active role as sponsor, manager, and general partner of multiple private funds and a special purpose vehicle (for example, Origin Debt Facility, Asheville Lodging, and Carmel Art Block), and its work as a non‑managing monitor that can earn carried interest and monitoring fees. The firm’s affiliations and sub‑advisory relationships, together with the use of leverage and long/short strategies via separate account managers, create operational and conflict‑of‑interest considerations that prospective clients should evaluate.

To learn more about the advisors currently working at Carmel Capital Partners, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.