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CASTLE HILL ASSET MANAGEMENT LLC

Advisory

N·CHARLOTTESVILLE, VA

Data as of Dec 1, 2016 · Source: SEC Form ADV

Total AUM

$1.5B

1-Year AUM Growth

0.0%

3-Year CAGR

-11.7%

Employees

10

Assets Under Management

Total AUM$1.5B

Discretionary AUM$697M

Non-Discretionary AUM$845M

Discretionary %45.2%

Total Clients—

Team

Total Employees10

Investment Advisers18

Employee Growth (1Y)—

Filing History

Total Filings on Record20

First FilingFeb 10, 2012

Latest FilingDec 1, 2016

🔒 Full AUM trend chart and 20 historical filings spanning 4+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on CASTLE HILL ASSET MANAGEMENT LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.