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CARMEL PARTNERS

SAN FRANCISCO, CA · CRD 160892 · IAPD ↗ · carmelpartners.com · 415-273-2900

$7.98BRegulatory AUM
11Advisory reps
164Employees
0Clients
n/aPlanning clients
8Private funds
4States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
April 2025 — CARMEL PARTNERS shrank from 16 to 11 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
40
April 2024 — CARMEL PARTNERS added office(s): 3 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
60
April 2024 — CARMEL PARTNERS grew from 11 to 16 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.