Carmel Capital Partners
Financial Services • 
San Diego, California, United States • 11-20 Employees
Company overview
| Headquarters | 12250 El Camino Real, Suite 320, San Diego, California 92130, US |
| Phone number | +18584577544 |
| Websites | |
| NAICS | 52 |
| SIC | 679 |
| Keywords | Family Office, Wealth Management, Estate Planning, Investment Management, Tax Minimization Strategies, Customized Portfolios, Representative Investments |
| Founded | 1997 |
| Employees | 11-20 |
| Socials |
Key Contact at Carmel Capital Partners
Kevin J Dukesherer
Director, Equities
Carmel Capital Partners Email Formats
Carmel Capital Partners uses 2 email formats. The most common is {first name} (e.g., john@carmelcap.com), used 87.5% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@carmelcap.com | 87.5% |
{first initial}{last name} | jdoe@carmelcap.com | 12.5% |
About Carmel Capital Partners
We help families succeed in their long-term wealth strategies through tax-conscious investment management and estate planning in coordination with their network of professionals. The information we share is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security. Third-party posts found on this profile do not reflect the views of Carmel Capital partners. Investment advisory services are offered through Carmel Capital Partners, an SEC Registered Investment Advisor. For full disclosures, visit https://carmelcapitalpartners.com/
Carmel Capital Partners revenue & valuation
| Annual revenue | $26,700,000 |
| Revenue per employee | $2,224,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $85,400,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Carmel Capital Partners has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
Carmel Capital Partners has never raised funding before.
Carmel Capital Partners Tech Stack
Discover the technologies and tools that power Carmel Capital Partners's digital infrastructure, from frameworks to analytics platforms.
CDN
Security
JavaScript libraries
Tag managers
UI frameworks
CMS
Miscellaneous
Security
Miscellaneous
Marketing automation
Analytics
JavaScript libraries
Netherlands
Portugal
Finland
Sweden
Spain
GermanyFrequently asked questions
4.8
40,000 users
