$434.3M Total AUM
$431.2M Disc. AUM
3.3% 3Y CAGR
9 Employees
263 ADV. Clients
23 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Inspira Financial Trust · LLC · JP Morgan
- Clients
- Retail and Institutional
- Platforms
- Oak oakDelta pathway +more
- Established Date
- 12-09-2002
- Office Locations
- 9
Office Locations
10085 Carroll Canyon Road Suite 150 SAN Diego CA
12760 High Bluff Drive Suite 210 SAN Diego CA
5675 Ruffin Road #300 SAN Diego CA
About Carmel Capital Partners, LLC
Carmel Capital Partners, LLC is a San Diego-based RIA serving retail and institutional clients, with a focus on alternatives including value-add real estate and private equity providing growth or transition capital. The firm pairs portfolio construction and asset management with wealth planning around business succession and tax/insurance strategies (e.g., PPLI/PPVA). Custody includes Charles Schwab and J.P. Morgan.
Team overview
55 AVG AGE
$86.9M AVG AUM / ADVISOR
$1.7M AVG AUM / CLIENT
5.3 yrs AVG TENURE
9 Employees
5 Advisory Reps
8 RIA Reps
23yrs Firm Age
Insights
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Asset Classes
Unison Element Capital Glacier peak Catalyst Beacon Zenith
Client Personas
Insight peak Vital
Custodian
Summit Alpha ridge Zenith Beacon signal Ridge Pathway crest Focus Vital
Geographic Focus
Unison
Industry Interests
Meridian matrix Summit alpha Ridge pathway Glacier
Investment Themes
Ridge quantum Unison fusion Momentum bridge Ridge delta
Investment Vehicles
Pioneer beacon Prime timber Prime signal
Services
Delta vital Focus Vector Matrix pioneer Atlas legacy Wave harbor Matrix Peak fusion Unison harbor Capital Matrix
Technology
Capital Frontier element Bridge vital
Owner & Executives
RUSSELL GAVIN SILBERSTEIN
Chief Compliance Officer, Managing Member, Principal
- CRD
- #4374792
- Ownership
- 50% but less than 75%
(966) 362-9796
vertex.atlas@glaciercapital.com
in linkedin.com/in/signal-harbor
Showing 1 of 1 owners & executives
Unlock allContacts
S
Stephanie Cunningham
Client Services Manager
- CRD
- --
(330) 853-4501
matrix.unison@bridgecapital.com
in linkedin.com/in/peak-summit
STEPHANIE MARIE CUNNINGHAM
Advisor
- CRD
- #6283428
(560) 873-4901
ember.catalyst@peakcapital.com
in linkedin.com/in/oak-peak
D
Delta wave
Summit crest focus
- CRD
- #44271
(666) 271-6741
frontier.crest@unisoncapital.com
in linkedin.com/in/zenith-frontier
Showing 2 of 15 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $431,222,042 | $554,983 |
| Non-Discretionary | $3,037,997 | $607,599 |
| Total | $434,260,039 | $555,320 |
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Separately Managed Accounts
Total SMA Asset: $417,887,353
Equity - Exchange:
11.0% Public Funds:
11.7% Other:
20.4% Private Funds:
7.1% Cash:
21.1% U.S. Government/Agency:
5.6% Corporate - Investment Grade:
16.6% Municipal Bonds:
6.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $62,366,374 | 11.0% |
| Public Funds | $66,335,143 | 11.7% |
| Other | $115,661,275 | 20.4% |
| Private Funds | $40,254,659 | 7.1% |
| Cash | $119,630,044 | 21.1% |
| U.S. Government/Agency | $31,750,154 | 5.6% |
| Corporate - Investment Grade | $94,116,527 | 16.6% |
| Municipal Bonds | $36,852,856 | 6.5% |
| Total | $566,967,032 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| MOMENTUM LEGACY FRONTIER | FOCUS ALPHA | NHFZ53ZS0 | BXBKG | 5.98% | $21,135,180 |
| OPTIMA EMBER PRIME | VERTEX HORIZON | 29MZ7FUFI | SLSA | 10.52% | $82,884,820 |
| ZENITH FRONTIER PEAK | CREST PEAK | S8MYO0DE6 | JXRI | 2.37% | $96,052,484 |
| MERIDIAN QUANTUM CAPITAL | ZENITH FOUNDATION | CQ633UL25 | HOO | 10.75% | $9,714,249 |
| VECTOR PATHWAY | PIONEER HORIZON | NKKHVEMO1 | UHH | 5.96% | $70,373,730 |
| VERTEX PRIME ALPHA | VERTEX QUANTUM | Z56A6EKSX | HIAQ | 10.77% | $47,676,359 |
| NORTH UNISON INSIGHT | ATLAS ALPHA | F7Z1NXST1 | QJYFC | 5.13% | $62,373,757 |
| TIMBER MERIDIAN BEACON | CAPITAL PIONEER | DU8QIA1VC | MIABL | 8.47% | $4,660,397 |