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CASTLEVIEW PARTNERS, LLC
CRD 281410 · SEC 801-106652
4851 LBJ FREEWAY, SUITE 850, DALLAS, TX, 75244, United States
Phone
214-710-1995
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$416.9M
Discretionary AUM
$413.0M
Team
22 total employees; 12 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 512 | $141.6M |
| High net worth individuals | 80 | $196.1M |
| Other investment advisers | 2 | $79.1M |
States served
AR, NY, UT, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD