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CASTLEVIEW PARTNERS, LLC
CRD 281410File 801-106652
APPROVED
Retail clients
Filing as of May 6, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$416.9M
Below cohort median (national)
Discretionary AUM
$413.0M
Non-discretionary $3.8M
Clients
594
1,894 accounts
Employees
22
Below cohort median in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Sep 11, 2015
- Principal office
- 4851 LBJ FREEWAY, SUITE 850, DALLAS, TX, 75244
- Phone
- 214-710-1995
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $416.9M
- Discretionary AUM
- $413.0M
- Non-discretionary AUM
- $3.8M
- Discretionary accounts
- 1,868
- Non-discretionary accounts
- 26
- Total accounts
- 1,894
- AUM per client
- $702K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other investment advisers | 2 | $79.1M |
| High net worth individuals | 80 | $196.1M |
| Individuals (other than high net worth individuals) | 512 | $141.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 19 | 22 | increased by3 |
| Apr 1, 2026 | Clients | 495 | 594 | increased by99 |
| Apr 1, 2026 | AUM | $331,233,271 | $416,875,249 | increased by$85,641,978 |
| Apr 1, 2026 | Accounts | 1,133 | 1,894 | increased by761 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 17 | 19 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 512 | 495 | decreased by17 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $467,459,404 | $331,233,271 | decreased by$136,226,133 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,323 | 1,133 | decreased by190 |
| Apr 1, 2022 | AUM | $365,807,421 | $467,459,404 | increased by$101,651,983 |
| Apr 1, 2022 | Accounts | 1,444 | 1,323 | decreased by121 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CASTLEVIEW PARTNERS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CASTLEVIEW PARTNERS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.