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Unconventional Investingfor Serious Investors

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Are you tired of the biased, commission-based sales culture of national firms?

Experience the Difference

Are you a conservative investor but looking beyond ETFs and index funds?

Experience the Alternative

Carmel Capital Partners is the unconventional investment-centric firm designed for serious
investors who are looking for an alternative approach to investing.

Founded in 2002 by Russell Silberstein and Anthony Josephson.

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First Glance

$250M

Firm Assets

2002

Inception

28

Client Relationships

9.5 Years

Average Client Tenure

The Latest

11/06/2017

Q3 2017 Quarterly Letter

The third quarter was quite active for us. We added two new equity positions, eliminated two existing positions, closed one real estate investment with another one scheduled to close in early November. We also added one new corporate fixed income position. While our equity…
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07/21/2017

Q2 2017 Quarterly Letter

During the first half of the year we generated modestly positive performance across each of our investment strategies. We will discuss results for each strategy in detail later in this letter, but we are generally satisfied with performance this year despite underperforming the S&P…
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