Investment adviser · CRD 281410
CASTLEVIEW PARTNERS, LLC
Investment adviser filing (IA)
DALLAS, TX, United States · Form ADV filed May 6, 2026
- Regulatory AUM
- $417M Form ADV · Item 5.F
- Client accounts
- 1,894 Accounts, not individual clients
- Employees
- 22 Reported in this filing
- Advisory professionals
- 12 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 80 | $196,144,335 | 47.1% |
| Individuals | 512 | $141,630,886 | 34.0% |
| Other investment advisers | 2 | $79,100,028 | 19.0% |
Filing source
Form ADV 2097949 · May 6, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: May 6, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers · Publication of newsletters · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
4851 LBJ FREEWAY, SUITE 850DALLAS, TX, 75244, United States
CRD 281410
Filing source
Form ADV 2097949 · May 6, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.