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CASTLETON PARTNERS, LLC
CRD 140873 · SEC 801-66975
NY, United States
Phone
212-832-9700
Fax
833-358-2506
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$142.4M
Discretionary AUM
$89.2M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM; Hourly charges; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-04-17
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Selection of other advisersPORTFOLIO CONSULTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 2 | $580K |
| High net worth individuals | 10 | $88.6M |
| Charitable organizations | 1 | $53.2M |
| Corporations/business entities | 3 | $93K |
States served
NY, FL
All web addresses on file
Official SEC filing: View on IAPD