CASTLE INVESTMENT MANAGEMENT, LLC
  • CASTLE INVESTMENT MANAGEMENT, LLC

Adviser Profile

As of Date 11/27/2025
Registration status Terminated
ADV Location ALEXANDRIA, VA, United States
Contact Info 703 xxxxxxx
Websites
AUM* 32,053,280 -5%
of that, discretionary 32,053,280 -5%
Number of Employees 2
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 32,053,280 -5%
SMA’s No
Private Funds 0

Adviser Type

- An investment adviser (or subadviser) to an investment company

Client Types

- Investment companies

Advisory Activities

- Portfolio management for investment companies

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

192M 165M 137M 110M 82M 55M 27M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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