CARMEL MANAGEMENT III, LLC

CARMEL MANAGEMENT III, LLC of SAN FRANCISCO, CA is an SEC-registered investment adviser (CRD 160892). Regulatory assets under management: $8.0B.

Registration

Business model

Compensation: % of AUM, Performance.

Clients served: Investment cos.

Officers, owners & control persons (25)

NameRoleLocation
DONALD P CAMPBELLSENIOR MANAGING PARTNER & CHIEF OPERATING OFFICERPLYMOUTH MEETING, PA
Ron David ZeffEXECUTIVE COMMITTEE CHAIR, MANAGING MEMBER & CHIEF EXECUTIVE OFFICER; MANAGERSan Francisco, CA
Matthew Todd GoldenEXECUTIVE COMMITTEE MEMBER, GENERAL COUNSEL, MANAGING PARTNER & CHIEF COMPLIANCE OFFICERSan Francisco, CA
Michael Gregg HalperVICE CHAIR OF EXECUTIVE COMMITTEE—
Elizabeth TennicanEXECUTIVE COMMITTEE SECRETARY, MANAGING PARTNER & HEAD OF INVESTOR RELATIONS—
Phillip Marshall OwensEXECUTIVE COMMITTEE MEMBER, MANAGING PARTNER & CHIEF FINANCIAL OFFICER—
Bryan Carlisle CraneEXECUTIVE COMMITTEE MEMBER, MANAGING PARTNER & CHIEF INVESTMENT OFFICER—
WILLIAMS BRUCE JOHNMANAGING PARTNER, INVESTOR RELATIONS—
MCWHORTER DAVID ROBERTMANAGING PARTNER—
SANDS ANDREW ISAACMANAGING PARTNER, CHIEF REAL ESTATE OFFICER; MANAGING PARTNER, HEAD OF ASSET MANAGEMENT & PORTFOLIO STRATEGY—
ZEFF RON DAVIDEXECUTIVE COMMITTEE CHAIR, MANAGING MEMBER & CHIEF EXECUTIVE OFFICER; EXECUTIVE COMMITTEE CHAIR, MANAGING MEMBER, MANAGING PARTNER & CEO; MANAGER (+2 more)—
SMITH BRIAN JEFFERYCCO; CHIEF COMPLIANCE OFFICER—
BEDA CHRISTOPHER JOHNSENIOR MANAGING PARTNER & CHIEF INVESTMENT OFFICER—
MARKUS DENNIS WILLIAMEXECUTIVE COMMITTEE MEMBER, SENIOR MANAGING PARTNER; EXECUTIVE COMMITTEE MEMBER, SENIOR MANAGING PARTNER & CHIEF FINANCIAL OFFICER; MANAGING PARTNER AND CFO (+3 more)—
LAHORGUE MICHAEL AARONPRESIDENT; SENIOR MANAGING PARTNER & PRESIDENT—
BARTON QUINN RALPHMANAGING PARTNER—
CAMPBELL DONALD DOUGLASSENIOR MANAGING PARTNER; SENIOR MANAGING PARTNER & CHIEF OPERATING OFFICER—
SHUMAN BRIAN HOWARDMANAGING PARTNER & CHIEF FINANCIAL OFFICER—
GOLDEN MATTHEW TODDEXECUTIVE COMMITTEE MEMBER, GENERAL COUNSEL, MANAGING PARTNER & CHIEF COMPLIANCE OFFICER; EXECUTIVE COMMITTEE MEMBER, GENERAL COUNSEL, PARTNER, CHIEF COMPLIANCE OFFICER; GENERAL COUNSEL, PARTNER (+1 more)—
BEDA CHIRSSENIOR MANAGING PARTNER & CHIEF INVESTMENT OFFICER—
GARIBALDI DANIEL GREGORYMANAGING PARTNER, DEVELOPMENT; MANAGING PARTNER, DEVELOPMENT & CONSTRUCTION—
CRANE BRYAN CARLISLECHIEF INVESTMENT OFFICER; MANAGING PARTNER & CHIEF INVESTMENT OFFICER—
TENNICAN ELIZABETHEXECUTIVE COMMITTEE MEMBER, MANAGING PARTNER & HEAD OF INVESTOR RELATIONS; EXECUTIVE COMMITTEE MEMBER, MANAGING PARTNER, HEAD OF INVESTOR RELATIONS—
HALPER MICHAEL GREGGVICE CHAIR OF EXECUTIVE COMMITTEE—
OWENS PHILLIP MARSHALLMANAGING PARTNER & CHIEF FINANCIAL OFFICER—

Private funds (8)

FundTypeFormedOwnersGross asset valueMin investment
CARMEL PARTNERS INVESTMENT FUND VIII, L.P.Real Estate FundDelaware100$2.1B$5.0M
CARMEL PARTNERS INVESTMENT FUND VII, LPReal Estate FundDelaware111$1.6B$5.0M
CARMEL PARTNERS INVESTMENT FUND VI, LPReal Estate FundDelaware81$1.2B$5.0M
CARMEL PARTNERS INVESTMENT FUND IX, L.P.Real Estate FundDelaware56$1.1B$5.0M
CARMEL PARTNERS INVESTMENT FUND V, LPReal Estate FundDelaware166$1.1B$5.0M
CP VIII WESTLAKE JV, LPReal Estate FundDelaware15$495.0M$5.0M
CP VIII CO-INVESTMENT JV, LPReal Estate FundDelaware4$424.7M$5.0M
CARMEL PARTNERS INVESTMENT FUND III, LPReal Estate FundDelaware56—$5.0M

Branch offices (10)

CityStateEmployeesPhone
SANTA MONICACA2424-291-8604
NEW YORKNY2212-355-0795
SANTA MONICACA2424-291-8604
NEW YORKNY2212-355-0795
SEATTLEWA14152732900
WASHINGTONDC1202-683-9295
SEATTLEWA14152732900
DENVERCO1303-759-5123
DENVERCO1303-759-5123
WASHINGTONDC1202-683-9295

Fund service providers (1)

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