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Building 2CASTLETON PARTNERS, LLC

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Phone212-832-9700
NotebookSEC #801-66975
Total AUM
$142.4M
Employees
1
Clients
16

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
212-832-9700

ReceiptFinancials

Total AUM
$142.4M
Accounts
24
Discretionary
$89.2M
Accounts
23
Non-Discretionary
$53.2M
Accounts
1

ContactClients

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Individual Clients
2
AUM
$579.5K
HNW Individual Clients
10
AUM
$88.6M
Charitable Organization Clients
1
AUM
$53.2M
Corporation or Business Clients
3
AUM
$93K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
PORTFOLIO CONSULTING SERVICES
Compensation Types
Charges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNY

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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