RIA Intel›Advisers›Connecticut›CASTLEKEEP INVESTMENT ADVISORS LLC

CASTLEKEEP INVESTMENT ADVISORS LLC

Advisory

N·WESTPORT, CT

Data as of Mar 18, 2026 · Source: SEC Form ADV

Total AUM
$921M
1-Year AUM Growth
+19.8%
3-Year CAGR
+6.8%
Employees
2
Assets Under Management
Total AUM$921M
Discretionary AUM$328M
Non-Discretionary AUM$593M
Discretionary %35.6%
Total Clients151
Team
Total Employees2
Investment Advisers5
Employee Growth (1Y)+25.0%
Filing History
Total Filings on Record37
First FilingJun 6, 2001
Latest FilingMar 18, 2026
🔒 Full AUM trend chart and 37 historical filings spanning 25+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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