Castle Hill Capital

Overview

Castle Hill Capital is an independent RIA operating as a limited liability company focused on fee-based wealth management for individuals, families and some institutional clients. The firm offers financial planning, portfolio management for individuals and small businesses, and pension consulting services. Investment activity is equity-focused: exchange-traded equities and ETFs make up the dominant portion of the portfolio mix, with mutual funds used as supplementary public-market exposures and third-party real estate funds used for alternative allocations. The adviser runs a fully discretionary book: reported discretionary assets match total AUM, which points to portfolio models and separately managed account implementations rather than purely advisory or non-discretionary guidance. Castle Hill Capital does not identify as an active ESG investor and is not structured as a multi-state adviser.

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Public Holdings

Investments & Alternatives

Location & Offices