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Overview and Management
Establishment Year
2002
Mission
Dedicated to helping families achieve success in their long-term wealth strategies.
Values
Transparency, discipline, accountability, and trust.
Investment Roles
Direct Investor, General Partner (GP)
Participant Demographics
Families, entrepreneurs, and individuals with significant wealth; serves 45 families across California.
Generational Wealth Planning
Ensures that your wealth is preserved and grown across generations.
Risk Tolerance
Focus on acquiring undervalued investments expected to yield superior returns with limited risk over the long term.
References or Case Studies
Can provide examples of direct investments, such as investments in Fastest Labs, Mach 1 Foods, and Broadmoor Towne Center.
Team Experience
Two decades of experience
Notable Achievements
Growth from $2 million AUM to $371 million AUM, advising 45 families
Project Track Record
Includes investments in Fastest Labs, Mach 1 Foods, Broadmoor Towne Center, and others
Exit Strategies
Business sales, liquidity events
Legal, Compliance and Contact Information
Regulatory Registrations
SEC
Compliance History
No major violations noted.
info@carmelcap.com
Phone Number
858-457-7544
Address
San Diego United States