Carmel Management Iii, Llc
- Regulatory AUM
- $8.0B
- Discretionary
- $8.0B
- Clients
- 8
- Avg AUM / client
- $998M
- Accounts
- 8
- Employees
- 164
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 8 | $8.0B | 100.0% |
Private funds (8)
Reported in Form ADV Section 7.B.(1), filing of Jul 2024 · $6.7B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Carmel Partners Investment Fund Viii, L.P. | Real Estate Fund | Delaware | $1.6B | 98 |
| Carmel Partners Investment Fund Vii, Lp | Real Estate Fund | Delaware | $1.4B | 111 |
| Carmel Partners Investment Fund Vi, Lp | Real Estate Fund | Delaware | $1.2B | 81 |
| Carmel Partners Investment Fund V, Lp | Real Estate Fund | Delaware | $1.1B | 166 |
| Carmel Partners Investment Fund Ix, L.P. | Real Estate Fund | Delaware | $638M | 41 |
| Cp Viii Westlake Jv, Lp | Real Estate Fund | Delaware | $414M | 15 |
| Cp Viii Co Investment Jv, Lp | Real Estate Fund | Delaware | $388M | 4 |
| Carmel Partners Investment Fund Iii, Lp | Real Estate Fund | Delaware | $3.9M | 60 |
People (2)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Owens, Phillip, Marshall | Managing Partner & Chief Financial Officer | Feb 2023 (4y) | Less than 5% | |
| Crane, Bryan, Carlisle | Managing Partner & Chief Investment Officer | Jan 2024 (3y) | Less than 5% |
Undisclosed: 90% – 100% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (8, $6.7B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Carmel Partners Investment Fund Viii, L.P. | Real Estate Fund | $1.6B | $5.0M | 98 |
| Carmel Partners Investment Fund Vii, Lp | Real Estate Fund | $1.4B | $5.0M | 111 |
| Carmel Partners Investment Fund Vi, Lp | Real Estate Fund | $1.2B | $5.0M | 81 |
| Carmel Partners Investment Fund V, Lp | Real Estate Fund | $1.1B | $5.0M | 166 |
| Carmel Partners Investment Fund Ix, L.P. | Real Estate Fund | $638M | $5.0M | 41 |
| Cp Viii Westlake Jv, Lp | Real Estate Fund | $414M | $5.0M | 15 |
| Cp Viii Co Investment Jv, Lp | Real Estate Fund | $388M | $5.0M | 4 |
| Carmel Partners Investment Fund Iii, Lp | Real Estate Fund | $3.9M | $5.0M | 60 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 3.96 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗