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 organized as a limited liability company and is registered with the SEC since 2015. Its regulatory snapshot classifies the firm as an investment bank and identifies ownership as a mix of a domestic entity and an individual. The firm does not present itself as a capital allocator, is not designated an active ESG investor, and is not listed as a multi-state or related adviser; it also does not indicate pension consulting activity. Public disclosures provided in the dataset are sparse. Fields for client base, fee structure, business activities, and advisory offerings are blank, so the firm’s core operating model and service mix are not described in the available record.
Assets & Accounts
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
2 of 2
Juan Sandoval
Chief Financial OfficerCRD 4853205

Mark Arizmendi
CEOCRD 4110331
Contacts
3 of 36
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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