Asset ManagerRIA · CRD 289495SEC-RegisteredPrivate Fund Adviser

Updated:

Castle Analytics LLC

Castle Analytics LLC is an SEC-registered investment adviser with its headquarters in Lafayette, CA. The firm provides investment advice to clients.

Castle Analytics LLC

Castle Analytics LLC is an SEC-registered investment adviser with its headquarters in Lafayette, CA. The firm provides investment advice to clients. It is based in the San Francisco Bay Area.

General information

Firm type

Asset Manager

Location

Region

North America

Country

United States

City

Lafayette

Corporate office

United States

Frequently asked questions

Who runs investment decisions at Castle Analytics LLC?

No named investment managers or principals have been publicly identified for Castle Analytics LLC. The firm's leadership team is not disclosed in available records, which limits due diligence on decision-making structure.

Is Castle Analytics LLC structured as a family office or an institutional asset manager?

Castle Analytics LLC is registered as a limited liability company in the United States. Its classification as a family office, asset manager, or holding company is not confirmed by public sources. The firm's ownership structure remains opaque.

What investment stages and sectors does Castle Analytics LLC target?

No specific investment stages or sector preferences have been publicly disclosed by Castle Analytics LLC. Public filings and press coverage do not indicate a clear sector focus or stage orientation.

Does Castle Analytics LLC disclose its AUM or portfolio holdings?

Castle Analytics LLC does not publicly report assets under management. No portfolio holdings or investment vehicles have been identified in public filings or media reports.

How can allocators conduct due diligence on Castle Analytics LLC?

Due diligence is constrained by the lack of public information. Allocators should seek direct engagement with the firm, request disclosure of ownership and financials, and verify registrations with regulators such as the SEC if applicable. The firm's privacy posture may be intentional.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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