CASTLEVIEW PARTNERS, LLC
Firm details
- Headquarters
- DALLAS, Texas
- CRD number
- 281410
- Registered since
- September 11, 2015
- Website
- castleviewpartners.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI47.05%
- Individuals33.97%
- Other Investment Advisers18.97%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Castleview Partners, LLC is an independent registered investment adviser formed in 2015 that serves both individual/family and institutional clients. The firm operates as a capital allocator and offers a mix of financial planning, portfolio management for individuals and small businesses, and manager selection services; it also produces periodicals and runs educational seminars. In addition to advisory services, Castleview maintains broker-dealer representative activity and acts as an insurance broker. Its fee arrangements include asset-based fees as well as hourly and fixed-fee options.
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
- Exchange Traded Equities64%
- Investment Grade Corp Bonds10%
- Public Funds/Mutual Funds10%
- Cash & Cash Equivalents7%
- Non-Exchange Traded Equities4%
Owners & executives
1 of 1DOUGLAS GILL
PARTNER & CHIEF EXECUTIVE OFFICERCRD 2129646
Contacts
3 of 14Ian Fritz
Wealth ManagementCRD 7057280
Mark Cohen
PresidentCRD 1000489
UMBERTO PEREZ
Founding PartnerCRD 4149270
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 89Active vs passive
$109M in ETFs
35%
$38M
47%
$70.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| REGAN FLOATING RATE MBS ETF (MBSF) | Active | Bank Loan | $25.2M | 987,316 | 23.13% |
Location
DALLAS, TX
DALLAS
Location
DALLAS, TX
Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- DALLAS
- Address
- 4851 Lyndon B Johnson Fwy
- Time zone
- CT (UTC-6)
- Office locations
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