CASTLE ANALYTICS LLC
Firm details
- Headquarters
- LAFAYETTE, California
- CRD number
- 289495
- Website
- www.castlefunds.com
Firm profile
FINTRXOverview
Castle Analytics LLC operates as a commodity pool operator / commodity trading advisor (CPO/CTA) that runs private pooled vehicles rather than acting as a traditional registered adviser to retail clients. The firm’s activity centers on managing hedge funds and related alternative structures, with ownership organized as a mix of a domestic entity and individual ownership. Castle Analytics is not classified under a standard adviser category, is not positioned as a capital allocator, and does not identify as an active ESG investor. The firm is not registered as a multistate adviser and is not newly formed. Given its CPO/CTA designation and the fund structure it operates, Castle Analytics focuses on managing pooled alternative strategies rather than delivering advisory services to a broad retail client base. The business activity label suggests the funds likely employ instruments and trading approaches common to commodity and managed-futures programs, though the firm’s specific strategy descriptions are not provided here.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2DANIEL HOOVER
Chief Operating Officer and Chief Compliance OfficerCRD 4054623
PETER EBERLE
President, CIOCRD 1938887
Contacts
3 of 6GARY SITZMANN
Registered RepresentativeCRD 700501
MATTHEW SITZMANN
MemberCRD 2637191
CLYDE BERG
MemberCRD 7341413
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
LAFAYETTE, CA
CONTRA COSTA
Location
LAFAYETTE, CA
Headquartered in LAFAYETTE, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- CONTRA COSTA
- Address
- 3697 Mt Diablo Blvd
- Time zone
- PT (UTC-8)
- Office locations
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