CASTLESTONE MANAGEMENT LLC

Overview

Castlestone Management LLC is a small, privately owned advisory firm that acts primarily as portfolio manager for pooled investment vehicles. The firm serves institutional clients on a discretionary basis and charges fees as a percentage of assets under management. Castlestone does not present itself as an active ESG investor and appears to operate with a limited, concentrated client roster rather than a broad retail base. Its adviser activity is focused on managing pooled structures rather than stand‑alone retail advisory relationships.

Assets & Accounts

Investments & Alternatives

Location & Offices