Castle Pines Investment Management LLC

Overview

Castle Pines Investment Management LLC is a small, fee-based advisory firm focused on portfolio management for individuals and small businesses. The firm charges a percentage-of-assets-under-management fee and manages client relationships on a discretionary basis. Its stated emphasis is on public equity exposure, with a clear preference for exchange-traded equities and ETF-driven implementations for liquid market access. Castle Pines appears to run concentrated, account-level strategies suitable for high-net-worth individuals and family clients who want outsourced discretionary management rather than a broad institutional offering. Given its client base and asset mix, the firm likely uses a core-and-satellite approach: core exposures through broad liquid vehicles (ETFs and mutual funds) backed by selected individual equities for tactical or concentrated positions. The advisory work centers on traditional portfolio management rather than pension consulting, multi-state advisory programs, or explicit ESG-driven mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices