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CASTLEKEEP INVESTMENT ADVISORS
CASTLEKEEP INVESTMENT ADVISORS LLC
CRD 111656 · SEC 801-60338
257 RIVERSIDE AVENUE, 2ND FLOOR, WESTPORT, CT, 06880-4822, United States
Phone
203.682.7200
Fax
860.999.9931
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$920.8M
Discretionary AUM
$327.9M
Team
5 total employees; 2 advisory reps; 1 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersPublication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 50 | $18.6M |
| High net worth individuals | 66 | $433.4M |
| Corporations/business entities | 32 | $467.0M |
States served
DE, IL, NJ, NY, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD