Castlestone Management LLC
Firm details
- Headquarters
- Ridgewood, New Jersey
- CRD number
- 170379
- Fee structure
- Percentage of AUM
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Castlestone Management LLC operates as an institutional RIA organized as a limited liability company and owned by an individual. The firm serves an institutional client base and provides portfolio management for pooled investment vehicles. Its advisory fees are charged as a percentage of assets under management. Castlestone is not identified as an active ESG investor, is not classified as a multi-state adviser, and is not a pension consultant or capital allocator according to the available records.
Assets & Accounts
Investments & Alternatives
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
1 of 1Angus Murray
CEO and FounderCRD 2340888
Contacts
1 of 1
Peter Conniff
Head of TradingCRD 1917676
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Ridgewood, NJ
Bergen
Location
Ridgewood, NJ
Headquartered in Ridgewood, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Bergen
- Address
- 143 E Ridgewood Ave
- Time zone
- ET (UTC-5)
- Office locations
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