Carmel Capital Partners
Finance · California, United States · 1-10 Employees
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Overview
Headquarters
11750 Sorrento Valley Rd Ste 110, San Di...Phone Number
(858) 457-7544Revenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
2
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About Carmel Capital Partners
Carmel Capital Partners is an SEC-registered investment advisor that specializes in wealth management for individuals, families, and entrepreneurs. They offer a range of services including multigenerational wealth planning, business advisory, advanced tax strategies, and direct investment access in private equity and real estate. Their approach emphasizes bespoke portfolios, risk management, and unified guidance across the wealth management spectrum. The firm aims to transform the complexities of wealth management into opportunities for growth, security, and lasting impact.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
$7.2M
11-50
Private
-
1978
DP
Daniel PoulosJunior Business Development Manager & Business Development Analyst
Company Profile Activity
Activity Insights
Carmel Capital Partners is experiencing very low activity levels compared to other companies in the Finance sector.
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Carmel Capital Partners Tech Stack
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Carmel Capital Partners News & Media
Carmel Capital Partners Welcomes Institutional Equity Specialist Kevin E. Silverman, CFA
San Diego, California--(Newsfile Corp. - October 11, 2023) - Carmel Capital Partners, a boutique private wealth management firm headquartered in San Diego, welcomes institutional equity specialist Kevin E. Silverman, CFA®, as a Portfolio Manager. Silverman brings over 35 years of institutional-level investing experience to serve individuals, families, and business owners as part of the Carmel team.Silverman began his career in 1981 and served as a distinguished analyst for over two decades,...
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Carmel Capital Partners is an SEC-registered investment advisor that specializes in wealth management for individuals, families, and entrepreneurs. They offer a range of services including multigenerational wealth planning, business advisory, advanced tax strategies, and direct investment access in private equity and real estate. Their approach emp... Read More
