Castleton Partners, LLC

RIASEC RegisteredEst. 2006

Total AUM

$142M

Discretionary

$89.2M

63% of AUM

Avg account

$5.9M

Accounts

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 140873
Registered since: August 14, 2006
Website: consulting.castletonpartners.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure: Percentage of AUM, Hourly Charges, Performance Based Fees
Client types: HNWI62.2%
Charitable Organizations37.33%
Individuals0.41%
Corporations / Businesses0.07%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Castleton Partners, LLC is a privately held investment adviser organized as an LLC and registered with the SEC since 2006. The firm acts as a capital allocator for a mix of individual, family and institutional clients, providing portfolio management for individuals and small businesses as well as for business and institutional accounts. Castleton also performs selection-of-other-advisers work, indicating it outsources or overlays third‑party managers in some client solutions. Its fee arrangements are flexible and include percentage‑of‑AUM billing, hourly charges and performance‑based fees. The firm reports it is not an active ESG investor and is not registered as a multi‑state adviser.