Firm Overview

Finding “Value” Through Discipline, Patience, and Independent Thinking

Carmel Capital Partners is an opportunistic, value-oriented investment firm whose goal is to generate superior long-term returns for clients. To achieve this objective, we utilize a research-centric approach deployed by a team of professionals that are passionate about investing.  Since our founding in 2002, we have strived to maintain a culture of accountability and transparency which is completely aligned with our clients. Today, we manage approximately $200 million on behalf of high-net worth individuals and institutions through individually managed accounts as well as an investment partnership.