CastleKeep Investment Advisors

Also known as CastleKeep

Multi Family Office (MFO)Westport, United States
$700M
Assets Under Management
Westport
Headquarters

About CastleKeep Investment Advisors

CastleKeep Investment Advisors LLC (CastleKeep) is a family-owned, independent Registered Investment Advisor (RIA) located in Westport, Connecticut. CastleKeep is headquartered in Fairfield County, Connecticut but serves clients all over the United States and the rest of the world.Charles Haberstroh established CastleKeep in 2000 with the founding principle that very wealthy client families deserve a more independent, flexible and personal level of service than that typically provided by large financial institutions. We don't sell product. We provide our clients with the powerful combination of unbiased financial advice and the global breadth of an Old World private bank.

Preferred Investment Types

Joint Venture/PartnerManagement PartnershipAsset Disposition

Preferred Sectors & Themes

Wealth & Estate PlanningTrust ManagementLegal & Tax ServicesReal Estate Services & ManagementInvestment ManagementConservative Allocation FinanceFinancial ServicesReal EstateReal Estate Services & Management & ManagementTraditional Investments (Liquid Assets)

Preferred Geographies

GlobalUnited States

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Frequently asked questions

What type of investor is CastleKeep Investment Advisors?

CastleKeep Investment Advisors is a multi family office (mfo) based in Westport, United States, managing approximately $700M in assets.

Where is CastleKeep Investment Advisors headquartered?

CastleKeep Investment Advisors is headquartered in Westport, United States.

How much does CastleKeep Investment Advisors manage?

CastleKeep Investment Advisors manages approximately $700M in assets under management.

What does CastleKeep Investment Advisors invest in?

CastleKeep Investment Advisors focuses on Joint Venture/Partner, Management Partnership, Asset Disposition, Wealth & Estate Planning, Trust Management, Legal & Tax Services, Real Estate Services & Management, Investment Management.

How can I contact CastleKeep Investment Advisors?

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