CASTLEVIEW PARTNERS, LLC
SEC Form ADV profile.
Total regulatory AUM
$416,875,249
Discretionary
$413,025,594
Non-discretionary
$3,849,655
Firm details
- CRD number
- 281410
- SEC file number
- 801-106652
- Main office
- DALLAS, TX, United States
- Employees
- 22
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.