RIA Intel›Advisers›Virginia›CASTLE INVESTMENT MANAGEMENT, LLC

CASTLE INVESTMENT MANAGEMENT, LLC

Institutional

N·ALEXANDRIA, VA

Data as of Mar 25, 2024 · Source: SEC Form ADV

Total AUM
$32M
1-Year AUM Growth
-50.6%
3-Year CAGR
-31.8%
Employees
2
Assets Under Management
Total AUM$32M
Discretionary AUM$32M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients1
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)—
Filing History
Total Filings on Record22
First FilingApr 14, 2010
Latest FilingMar 25, 2024
🔒 Full AUM trend chart and 22 historical filings spanning 14+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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