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CASTLE HARLAN, INC.

CRD 158106 · SEC 801-74023

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

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150 EAST 58TH STREET, 38TH FL, NEW YORK, NY, 10155-0017, United States

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$678.0M

Discretionary AUM

$678.0M

Team

27 total employees; 11 advisory reps

Clients

—

Fees

Percentage of AUM; Performance-based fees

Org form

Corporation

Filing date

2026-03-27

Disciplinary history

No

Services

Portfolio management (pooled vehicles)

Client types

TypeClientsAUM
Pooled investment vehicles21$678.0M

States served

NY, FL

All web addresses on file

Official SEC filing: View on IAPD