Key facts
- CASTLEKEEP INVESTMENT ADVISORS is a other based in WESTPORT, CT.
- CASTLEKEEP INVESTMENT ADVISORS reports $743.1M in regulatory assets under management, per its SEC Form ADV (2026-03).
Registered with the SEC
Form ADV · 2026-03 · CRD 111656- Regulatory AUM
- $743.1M
- Private fund assets
- —
- Private funds
- —
- Staff
- 5
- Registered office
- WESTPORT, CT
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as CASTLEKEEP INVESTMENT ADVISORS LLC).
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Portfolio
Portfolio — not yet on record
No portfolio companies for CASTLEKEEP INVESTMENT ADVISORS are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is CASTLEKEEP INVESTMENT ADVISORS's AUM?
- CASTLEKEEP INVESTMENT ADVISORS manages approximately $743.1M in assets.