Castle Placement, LLC

Overview

Castle Placement, LLC is organized as a limited liability company and is classified in FINTRX as an investment bank. The registry flags indicate the firm does not act as a capital allocator and is not identified as an active ESG investor, pension consultant, multi-state adviser, related adviser, or newly formed adviser. Owner type is listed as a combination of a domestic entity and an individual. Public data on the firm focuses on its intermediary profile rather than on discretionary investment management. FINTRX does not list client types, fee schedules, or detailed advisory activities for Castle Placement, which suggests the firm’s primary role is transactional—arranging, placing, or structuring deals—rather than running client AUM on a traditional advisory platform.

Assets & Accounts

Location & Offices