CASTLE ANALYTICS LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
8
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
LAFAYETTE, California
CRD number
289495

Firm profile

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • DANIEL HOOVER

    Chief Operating Officer and Chief Compliance OfficerCRD 4054623

  • PETER EBERLE

    President, CIOCRD 1938887

Contacts

3 of 6
  • GARY SITZMANN

    Registered RepresentativeCRD 700501

  • MATTHEW SITZMANN

    MemberCRD 2637191

  • CLYDE BERG

    MemberCRD 7341413

Unlock 3 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

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