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Building 2CASTLE CREEK CAPITAL

Map pinSAN DIEGO, CA
Phone858-756-8300
NotebookSEC #801-72923
Total AUM
$1.1B
Employees
12
Clients
11

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
11682 EL CAMINO REAL
SUITE 320
SAN DIEGO
CA 92130
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
858-756-8300
Other Offices
1

ReceiptFinancials

Total AUM
$1.1B
Accounts
11
Discretionary
$1.1B
Accounts
10
Non-Discretionary
$510.8K
Accounts
1

ContactClients

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Pooled Vehicle Clients
10
AUM
$1.1B
Corporation or Business Clients
1
AUM
$510.8K

Briefcase businessServices

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Services Offered
Institutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

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Affiliates
Reported 7 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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