CASTLELAKE, L.P.
Firm details
- Headquarters
- MINNEAPOLIS, Minnesota
- CRD number
- 145165
- Registered since
- June 7, 2011
- Website
- www.castlelake.com
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles99.4%
- Insurance Companies0.28%
- Other0.17%
- Corporations / Businesses0.15%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Castlelake, L.P. is a limited partnership that operates as a multi-strategy alternative asset manager focused on institutional clients. The firm blends private equity, hedge fund strategies and securitized-asset investing with direct sponsor roles in pooled vehicles. Its business activities include commodity or futures program operations (CPO/CTA) and portfolio management for pooled investment vehicles and for businesses or institutions. Fee arrangements include both AUM-based and performance-linked components, and the firm describes itself as an active ESG investor, indicating ESG considerations are integrated into some investment and underwriting processes. Strategically, Castlelake appears to concentrate on credit and structured-asset opportunities alongside private equity and real-asset investments. It functions as an adviser and as a General Partner/sponsor in pooled funds, which suggests the firm allocates capital both through externally managed third-party funds and through vehicles it controls directly.
Assets & Accounts
Public Holdings
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
Asset composition
- Other100%
Owners & executives
3 of 4Brad Farrell
Partner, Chief Operating OfficerCRD 7152863
RORY O'NEILL
Chief Executive OfficerCRD 5591081
EVAN CARRUTHERS
Managing Partner and Chief Investment OfficerCRD 4495971
Contacts
3 of 3DANIEL MCNALLY
Partner, General CounselCRD 5245155
Yen-Wah Lam
PresidentCRD 7895814
ALAN GEARING
PartnerCRD 6949423
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MINNEAPOLIS, MN
HENNEPIN
Location
MINNEAPOLIS, MN
Headquartered in MINNEAPOLIS, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- HENNEPIN
- Address
- 250 Nicollet Mall
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
ADVANCED CAPITAL GROUP
RIAMINNEAPOLIS, MN
WINSLOW CAPITAL MANAGEMENT LLC
RIAMINNEAPOLIS, MN
THRIVENT ASSET MANAGEMENT, LLC
RIAMINNEAPOLIS, MN
THRIVENT PRIVATE INVESTMENTS
RIAMINNEAPOLIS, MN
THRIVENT INVESTMENT MANAGEMENT INC.
RIAMINNEAPOLIS, MN
ALLIANZ INVESTMENT MANAGEMENT LLC
RIAMINNEAPOLIS, MN