Overview
- Total Firm Assets
- $142 million
- Average High-Net-Worth Client Portfolio Size
- $8.9 million
- Stated Minimum Account Size
- $2,000,000
Fee Disclosure
Source: CASTLETON PARTNERS, LLC ADV BROCHURE (2026-04-15)
· View brochure text
Latest filing: CASTLETON PARTNERS, LLC ADV BROCHURE (2026-04-17)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $10,000,000 | 0.85% |
| $10,000,001 | $25,000,000 | 0.60% |
| $25,000,001 | and above | 0.50% |
Stated Minimum Annual Fee: $8,000
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | Below minimum client size | |
| $5 million | $42,500 | 0.85% |
| $10 million | $85,000 | 0.85% |
| $50 million | $300,000 | 0.60% |
| $100 million | $550,000 | 0.55% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 62.20%
- Number of High-Net-Worth Clients
- 10
- Total Client Accounts
- 24
- Discretionary Accounts
- 23
- Non-Discretionary Accounts
- 1
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 140873
- CASTLETON PARTNERS, LLC ADV BROCHURE (2026-04-17) · View brochure text
- CASTLETON PARTNERS, LLC ADV BROCHURE (2026-04-15) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗