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CASTLE PINES INVESTMENT MANAGEMENT LLC

Advisory

CO

Data as of Jan 14, 2026 · Source: SEC Form ADV

Rank in CO

#605

of 720 advisers by AUM

Average account

$1M

across 66 accounts

AUM per adviser

$34M

2 advisers

Source: SEC Form ADV. Figures as filed Jan 14, 2026.

Total AUM

$69M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$69M

Discretionary AUM$69M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients17

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCO

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

17 clients

17 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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WAKEFIELD ADVISORS, LLC

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RESOURCE DESIGN, INC.

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