RIA Intel›Advisers›Texas›CASTLEVIEW PARTNERS, LLC

CASTLEVIEW PARTNERS, LLC

Advisory

N·DALLAS, TX

Data as of May 6, 2026 · Source: SEC Form ADV

Total AUM

$417M

1-Year AUM Growth

+20.4%

3-Year CAGR

-9.6%

Employees

12

Assets Under Management

Total AUM$417M

Discretionary AUM$413M

Non-Discretionary AUM$4M

Discretionary %99.1%

Total Clients495

Team

Total Employees12

Investment Advisers22

Employee Growth (1Y)+8.3%

Filing History

Total Filings on Record42

First FilingSep 4, 2015

Latest FilingMay 6, 2026

🔒 Full AUM trend chart and 42 historical filings spanning 11+ 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 CASTLEVIEW PARTNERS, LLC

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