Castleview Partners, LLC
Castleview Partners, LLC is an SEC-registered mass-market adviser in Dallas, TX with $416.9M assets under management (AUM, regulatory AUM), +26% over one year. See who owns Castleview Partners, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 281410, SEC 801-106652, data through 2026-05-06.
- AUM (assets under management / regulatory AUM)
- $416.9M (2026-05-06)
- Firm type
- Mass-Market Adviser
- Location
- Dallas, TX
- Employees
- 22
- Clients
- 592
- CRD
- 281410
- Ownership
- FAJARDO, DAVID, MOISES; MANSUR, MICHAEL, PETER; PEREZ, UMBERTO; GILL, DOUGLAS, WAYNE; GILL CAPITAL MANAGEMENT, INC.
How much AUM does Castleview Partners, LLC have?
Castleview Partners, LLC reported $416.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-06).
Who owns Castleview Partners, LLC?
Disclosed owners and executives of Castleview Partners, LLC include FAJARDO, DAVID, MOISES, MANSUR, MICHAEL, PETER, PEREZ, UMBERTO, GILL, DOUGLAS, WAYNE, GILL CAPITAL MANAGEMENT, INC.. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.