SEC Form ADV · CIK 1737088

CASTLEVIEW PARTNERS, LLC

Registered Investment AdviserTX
$416.9M
Assets Under Management
1,894
Total Clients
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Registration Details

CIK
1737088
Accession
CRD-281410
Location
DALLAS, TX
Filing Date
May 6, 2026
AUM
$416.9M
Total Clients
1,894
Amendment
No

About this Adviser

CASTLEVIEW PARTNERS, LLC is a registered investment adviser headquartered in DALLAS, TX, managing approximately $416.9M in assets across 1,894 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.