Castle Placement, LLC
Firm details
- Headquarters
- Syosset, New York
- CRD number
- 189511
- Registered since
- October 2, 2015
- Website
- castleplacement.com
Firm profile
FINTRXOverview
Castle Placement, LLC is a limited liability company that registered with the SEC in 2015 and is classified as an investment bank. Ownership is listed as a mix of a domestic entity and individuals. Public disclosures from the firm are sparse: there are no published details about its client types, fee models, or the specific advisory services it provides. Regulatory flags on file indicate Castle Placement does not act as a capital allocator, is not identified as an active ESG investor, and is not registered as a multistate adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Mark Arizmendi
CEOCRD 4110331
Contacts
3 of 37
Harish Balakrishnapillai
Senior Investment ProfessionalCRD 7424682
Jose Maria Carretero Tomas
Managing DirectorCRD 8113842
Karen Witt
Managing DirectorCRD 7831467
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Syosset, NY
Nassau
Location
Syosset, NY
Headquartered in Syosset, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Nassau
- Address
- 527 Split Rock Rd
- Time zone
- ET (UTC-5)
- Office locations
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