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Executive Committee Member, Managing Partner & Chief Financial Officer · Carmel Partners

Phillip M. Owens

CRD 4127683 · Named on Form ADV at one SEC-registered adviser

At a glance

Carmel Partners, an SEC-registered private fund adviser based in SAN Francisco, CA with $8.0 billion in regulatory assets, lists Phillip M. Owens on its Form ADV as Executive Committee Member, Managing Partner & Chief Financial Officer, a control person.

Firms and roles

  • Carmel PartnersExecutive Committee Member, Managing Partner & Chief Financial OfficerPrivate fund adviser · SAN Francisco, CA · $8.0B in regulatory assets

AtlasMembers

Phillip’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
Locked
Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Ron D. ZeffExecutive Committee Chair, Managing Member & Chief Executive Officer, Carmel Partners
  • Matthew T. GoldenExecutive Committee Member, General Counsel, Managing Partner & Chief Compliance Officer, Carmel Partners
  • Elizabeth TennicanExecutive Committee Secretary, Managing Partner & Head of Investor Relations, Carmel Partners
  • Michael G. HalperVice Chair of Executive Committee, Carmel Partners
  • Bryan C. CraneExecutive Committee Member, Managing Partner & Chief Investment Officer, Carmel Partners

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Phillip’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.